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What is a Template?

A template allows you to save your payment instructions on CIMB Biz to make it easier for you to perform your frequent or favourite transactions. 

 

Example: 

Making monthly payments to the same supplier, however the amount differs every month. 

 

With Add Template feature, you can create a payment template with all the relevant payment details. When it is time to make to this supplier, you can select this template, check the pre-filled details and update the amount to be paid.