Create a New Template

Last Article Update 10.03.2026

With George Business, you can make transfers with pre-defined templates to avoid typos and save time. That way, you don’t have to enter order details every time you want to make a transfer. This not only saves time, it also keeps transfers simple and organised. 

 

Create a new template Create a new template

Read further to see how to create a new template with George Business.

How to create a transfer template from within a new transfer

2. Fill in the transfer details. 

3. As soon as you enter the amount, a checkbox called "Create a template" appears a little further down. Please click this checkbox. 

 

Create a template Create a template

4. Now enter a name for the template that's easy to remember.

5. Click either on Save, Save & new or sign your order right away.

How to create a transfer template from within the Address Book

1. On your overview, go to the left-side main navigation.

2. Click on "Addressbook".

3. A dropdown menu opens. Click on "Templates".

4. By default, you will see a list of all your existing transfer templates.

5. In the dropdown menu on the top right, select the template type you want to create.

 

Create a template via the addressbook Create a template via the addressbook

6. In the next step, enter a template name that's easy to remember, as well as your transfer details.

7. When you're finished, click on "Create template". George Business will store and show your new template.

8. You can find and edit your template any time here in the template submenu of your address book.

Author: Samira El-Shamy