I want to copy a payment template

  • To copy a template as a new template:

    1. Click IMAGE in the template’s row and select Copy As Template from the pop-up menu displayed.

    2. When you’re ready, click Submit to submit the template for approval.

    3. If you’re not ready to submit the template yet, click Save Draft to save the template as a draft for now.

  • To copy a template as a new payment:

    1. Click IMAGE in the template’s row and select Copy As Payment from the pop-up menu displayed.

    2. If required, edit the new payment’s details.

    3. Ensure that the debit account number, beneficiary details, payment amount and value date are completed and correct.

    4. When you’re ready, click Submit to submit the payment for approval.

    5. If you’re not ready to submit the payment yet, click Save Draft to save the payment as a draft for now.

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service.

Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 020 7626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We subscribe to the Lending Code; copies of the Code can be obtained from www.lendingstandardsboard.org.uk.

Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.