Transferring with Templates

Last Article Update 10.03.2025

Create a template Create a template

 

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. 

How to Use your Template through the Transfer Form

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

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. Click on the respective template you want to use. 

 

4. Check your order details and, if necessary, edit them.

 

5. Sign your order.
 

Author: Samira El-Shamy