Santander Connect Help Centre

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Bulk Payments Templates

What are payment templates?

Bulk Payment templates are designed to be a quick, secure and easy way for you to make a payment to the same beneficiaries on a regular basis.

What are the different types of payment templates?

Single payment templates are available for the following payment types;

Bulk Payments: (Connect Plus Only)

  • Bulk Standard domestic payments
  • Bulk Faster Payments
  • Bulk Bacs payments
  • Bulk Currency payments
How do I save a Bulk payment as a template?

To save a payment as a template simply select ‘save payment as a template’ when making a payment

How do I Create a Bulk Payment Template?

Bulk payment templates can be created from the Payments tab

  • Step A. Go to the ‘Payments’ tab and select ‘Manage Bulk Templates’ from the left-hand menu
  • Step B. Select ‘Manage Bulk Payments Templates’
  • Step C. Select ‘Create a template’
  • Step D: Enter the Payment details (debit account, payment date, and payment amount and debit reference).
  • Step E. Enter the Beneficiary details (Beneficiary name, beneficiary account and credit reference).
  • Step F. Review and ensure the payment details are correct, then press ‘Create Template’ at the bottom of the screen
Can I edit or delete single payment templates?

Yes. Bulk payment templates can be edited or deleted

  • Editing a bulk payment template – Editing a bulk payment template allows you to edit the payment details within the template.
  • Deleting a bulk payment template- Deleting a bulk payment template permanently removes it from your online banking service. This means no new payments can be created using this template.
Can I export bulk payment templates?

Yes. Payment templates can be exported in both PDF and CSV formats.

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