Cloning a Transaction

Step-by-Step Guide

Step 1: Access the Create Payments Menu

From the main dashboard, go to Create Payments.

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Step 2: Select the Company

Choose the company you’re transacting under from the dropdown list.

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Step 3: Begin Creating or Editing a Batch or Template

When creating or adding payments to a batch or template, you’ll see an option to clone a previously made transaction.

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Step 4: Search for a Previous Transaction

In the Select Payment to Clone window, enter the Name or ID tied to the original transaction and click Search.

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Step 5: Choose and Clone

From the list of results, select the transaction you wish to clone. The information will auto-populate into your new payment entry.

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Note

✅ Always ensure that you are cloning the most recent successful transaction to avoid paying or collecting from incorrect accounts.