With George Business, it is possible to make transfers with pre-defined templates to avoid typos and save time. This way, you don’t have to enter all the order details each and every time you want to make a transfer to an account.
Transferring with Templates
Last Article Update 09.03.2026
There are two ways you can transfer with templates. We'll explain both step-by-step.
How to Use your Template through the Transfer Form
1. Create a new transfer.
2. Click on the recipient's name field and start typing in the recipient's name. In the dropdown below you'll see the templates connected to this recipient. Select the template you want to use.
3. Check the transfer details and, if necessary, change them.
4. Sign your transfer.
How to Use your Template through the Address Book
1. Go to your address book. You will find it in the navigation on the left side.
2. After clicking on the address book menu item, a dropdown will expand. There, you'll see the item "Templates".
3. When you click on "Templates", you'll see all your order templates.
4. Go to the template you want and click on the transfer button to create a transfer with this template.
5. Check your order details and, if necessary, edit them.
6. Sign your order.
Author: Samira El-Shamy