Payments

1. Select Payments
2. Select Create a payment
3. Select Transfer, payment or BPAY
4. Select the Transfer from account
5. Select the Transfer to account
6. Enter Payment amount
7. Enter Payment description (optional)
8. Click Continue
9. Check the details of your payment are correct and select Confirm payment
10. Review your next action:
    Select Create another payment to continue working and authorise and submit this payment later
11. Click Authorise to complete this payment
12. Enter Token password
13. Enter Token number on the front of your device
14. Click Authorise and submit
    Click Authorise only to submit this payment later
15. Payment submission confirmation is displayed
16. Click PDF to generate a copy of this information for your records

Tip! Move money between your accounts by clicking on the Make a payment arrow. You can find it on both the accounts list and account detail screens.

1. Select Payments
2. Select Create a payment
3. Select Transfer, payment or BPAY
4. Select the Transfer from account
5. Select Transfer to and choose an existing payee
   OR select Add new to create a new payee
6. Enter Payment amount
7. Enter Payment description (optional)
8. Click Continue
9. Check the details of your payment are correct and select Confirm payment
10. Review your next action
11. Select Create another payment to continue working and authorise and submit this payment later
12. Click Authorise to complete this payment
13. Enter Token password
14. Enter Token number on the front of your device
15. Click Authorise and submit
    Click Authorise only to submit this payment later
16. Payment submission confirmation is displayed
17. Click PDF to generate a copy of this information for your records

Tip! Transfer money to other people by clicking on the Make a payment arrow. You can find it on the accounts and payees lists, and account detail screens.

1. Select  Payee & billers
2. Select Payees
3. Click Add new
4. Enter a BSB number
5. Click Validate BSB
6. Enter Account number
7. Enter Account name
8. Enter Preferred name if required
9. Tick Additional information for same day payments if required, then enter Beneficiary details
10. Click Add payee

Tip! Payees can also be saved as part of payment creation

1. Select  Payee & billers
2. Select Payees
3. The list of payees is displayed
4. Select the payee you wish to view or manage
5. Payee details is displayed
6. Click Edit to enter or update same day payments Beneficiary details
7. Click Delete to remove payee

1. Select Payments
2. Select Create a payment
3. Select Transfer, payment or BPAY
4. Select the Transfer from account
5. Select Transfer to and choose an existing biller
   OR select Add new to create a new BPAY biller
6. Enter Payment amount
7. Enter Payment description (optional)
8. Click Continue
9. Check the details of your payment are correct and select Confirm payment
10. Review your next action
    Select Create another payment to continue working and authorise and submit this payment later
11. Click Authorise to complete this payment
12. Enter Token password
13. Enter Token number on the front of your device
14. Click Authorise and submit
    Click Authorise only to submit this payment later
15. Payment submission confirmation is displayed
16. Click PDF to generate a copy of this information for your records

Tip! Pay bills by clicking on the Make a payment arrow. You can find it on the accounts and billers lists, and account detail screens.

1. Select Payee & billers
2. Select  Billers
3. Click Add new
4. Enter a Biller code
5. Click Validate biller
6. Enter a Customer reference number (CRN)
7. Enter a Preferred name if required
8. Click Add biller

Tip! Billers can also be saved as part of payment creation

1. Select  Payee & billers
2. Select Billers
3. The list of billers is displayed
4. Select the biller you wish to view or manage
5. Biller details is displayed
6. Click Edit to update Customer reference number (CRN) or Preferred name
7. Click Delete to remove biller

1. Select Payments
2. Select Create a payment
3. Select Transfer, payment or BPAY
4. Select the Transfer from account
5. Select Transfer to and either:
   Select the Transfer to account
   Choose an existing payee OR select Add new to create a new payee
   Choose an existing biller OR select Add new to create a new BPAY biller
6. Enter Payment amount
7. Enter Payment description (optional)
8. Tick Make this a scheduled payment
9. Select a payment frequency
10. Select a First payment date
11. Select a Last payment date if your frequency is greater than once only
12. Click Continue
13. Check the details of your payment are correct and select Confirm payment
14. Review your next action
    Select Create another payment to continue working and authorise and submit this payment later
15. Click Authorise to complete this payment
16. Enter Token password
17. Enter Token number on the front of your device
18. Click Authorise and submit
    Click Authorise only to submit this payment later
19. Payment submission confirmation is displayed
20. Click PDF to generate a copy of this information for your records

Tip! Schedule to move money between your accounts, to other people or bills by clicking on the Make a payment arrow. You can find it on the accounts, billers and payees lists, and account detail screens.

1. Select Payments
2. Select Scheduled payments
3. Payments previously scheduled or future dated are displayed
4. Select the scheduled payment you need to manage
5. The details of the scheduled payment is displayed
6. Click Edit to change details of the payment (edited payments will need to be authorised and submitted again)
7. Click Delete to remove the recurring payment
8. Click Hold to temporarily prevent the payment from recurring
9. Click Activate to remove a hold previously placed on a scheduled payment

1. Select Payments
2. Select Create a payment
3. Select Transfer, payment or BPAY
4. Select the Transfer from account
5. Select Transfer to and choose an existing payee
   OR select Add new to create a new payee
6. Enter Payment amount
7. Enter Payment description (optional)
8. Tick the Same day payment option
   Beneficiary details will need to be entered for new payees or saved payees without stored same day payments information
9. Click Continue
10. Check the details of your payment are correct and select Confirm payment
11. Review your next action
12. Select Create another payment to continue working and authorise and submit this payment later
13. Click Authorise to complete this payment
14. Enter Token password
15. Enter Token number on the front of your device
16. Click Authorise and submit
    Click Authorise only to submit this payment later
17. Payment submission confirmation is displayed
18. Click PDF to generate a copy of this information for your records

Tip! Transfer money to other people by clicking on the Make a payment arrow. You can find it on the accounts and payees lists, and account detail screens.

To authorise and submit a single payment as part of the payment creation

1. At the Review your next action screen
2. Click Authorise to complete this payment
3. Enter Token password
4. Enter Token number on the front of your device
5. Click Authorise and submit
   Click Authorise only to submit this payment later
6. Payment submission confirmation is displayed
7. Click PDF to generate a copy of this information for your records

To authorise and submit payment(s) previously created by yourself or another user

1. Select Payments
2. Select Payments in progress
3. Select the payment(s) to be authorised by ticking the box(es)
   Or click on the payment to be authorised then the payment details will display. Click Authorise
4. Click Authorise to complete this payment
5. Enter Token password
6. Enter Token number on the front of your device
7. Click Authorise and submit
   Click Authorise only to submit this payment later
8. Payment submission confirmation is displayed
9. Click PDF to generate a copy of this information for your records

1. Select Payments
2. Select Payment files
3. Select New payment (Direct Entry)
4. Select a payment file type
5. Click Continue
6. Select a From account
7. Select a Trace account and Fee account if the fields have not automatically populated
8. Enter a Payment description
9. Select a Payment date
10. Click Continue
11. Click Add payment record
12. Enter an Account name, BSB, and Account number
    OR select a saved payee
13. Select payment Type and enter Details 
14. Add additional payment record(s) if required
15. Check the details of your payment are correct and select Validate
16. Review your next action
    Select Create another payment to continue working and authorise and submit this payment later
17. Click Authorise to complete this payment
18. Enter Token password
19. Enter Token number on the front of your device
20. Click Authorise and submit
    Click Authorise only to submit this payment later
21. Payment submission confirmation is displayed
22. Click PDF to generate a copy of this information for your records

1. Select Payee & billers
2. Select Direct entry
3. Click Add new
4. Enter Template name
5. Select Template type
6. Select From account
7. Select Trace account if it has not populated
8. Select Fee account if it has not populated
9. Enter Remitter name
10. Select a DE user ID
11. Click Continue
12. Click Add payment record
13. Select  saved payee OR
    Enter Account name, BSB, Account number
14. Select a payment Type if required
15. Enter Details if required
16. Amend Trace account if required
17. Enter Amount
18. Add additional payment record(s) if required
19. Click Save and complete

Tip! Templates can also be saved as part of payment creation

1. Select Payments
2. Select Payment files
3. Select Use existing payment file template
4. Click Continue
5. Select your Template name from the list
6. Select a Payment date
7. Click Create
8. Check the details of your payment are correct and select Validate
9. Review your next action
   Select Create another payment to continue working and authorise and submit this payment later
10. Click Authorise to complete this payment
11. Enter Token password
12. Enter Token number on the front of your device
13. Click Authorise and submit
    Click Authorise only to submit this payment later
14. Payment submission confirmation is displayed
15. Click PDF to generate a copy of this information for your records

Tip! Move money to other people via Direct Entry by clicking on the Make a payment arrow  on the Direct Entry templates list in the Payees & Billers menu.

1. Select Payee & billers
2. Select Direct entry
3. Select the payment you wish to edit, then amend any details as required
4. Tick the template and click Delete template to remove the Direct Entry (DE) template

1. Select Payments
2. Select Payment files
3. Select Import payment file
4. Enter a Payment description
5. Click Choose file then browse and select the .aba file saved to your computer
6. Click Continue
7. After the file has been uploaded you will be able to view the payment
8. Check the details of your payment are correct and select Validate
9. Review your next action
   Select Create another payment to continue working and authorise and submit this payment later
10. Click Authorise to complete this payment
11. Enter Token password
12. Enter Token number on the front of your device
13. Click Authorise and submit
    Click Authorise only to submit this payment later
14. Payment submission confirmation is displayed
15. Click PDF to generate a copy of this information for your records

1. Select Payments
2. Select Overseas payment
3. Select Create a new overseas payment (Telegraphic Transfer)
4. Click Continue
5. Select a From account
6. Select a Foreign currency
7. Select a Beneficiary bank country
8. Enter Amount (second amount will auto populate on tab out or by clicking in the second amount field)
9. Tick Charge any overseas bank charges to my account if required
10. If a Fee account is not populated select a Fee account for the Telegraphic Transfer fee to be debited from
11. Total amount including all fees and charges will display
12. Enter the Beneficiary bank details by either:
    Searching by entering a SWIFT BIC code or entering in the city and bank name, then selecting the Beneficiary bank from the list below
    OR entering in the Beneficiary Bank name, Bank address, City, and Country
13. Enter Overseas bank number if required
14. Enter Beneficiary Full name, Address, City, and Country
15. Enter Credit  overseas bank account number
16. Enter Payment details if required
17. Confirm Senders details and amend if required
18. Click Continue
19. Check the details of your payment are correct and select Confirm payment
20. Review your next action
    Select Create another payment to continue working and authorise and submit this payment later
21. Click Authorise to complete this payment
22. Enter Token password
23. Enter Token number on the front of your device
24. Click Authorise and submit
    Click Authorise only to submit this payment later
25. Payment submission confirmation is displayed
26. Click PDF to generate a copy of this information for your records

1. Book an exchange rate for a future date (see how do I book a foreign currency rate? for more information)
2. Select Payments
3. Select Overseas payment
4. Select Create a new overseas payment (Telegraphic Transfer)
   o    OR Select Use an existing template then select a template from the list then proceed to step 9
5. Click Continue
6. Select a From account
7. Select a Foreign currency
8. Select a Beneficiary bank country
9. Tick I have booked deals
10. Select the Value date of the booked  rate
11. Enter the Dealer reference
12. Enter the booked FX rate
13. Enter Amount (second amount will auto populate on tab out or by clicking in the second amount field)
14. To add an optional additional amount at a unbooked exchange rate if required tick Add additional (unbooked) exchange rate to my booked deals
    o    Then Enter Amount (second amount will auto populate on tab out or by clicking in the second amount field)
15. Tick Charge any overseas bank charges to my account if required
16. If a Fee account is not populated select a Fee account for the Telegraphic Transfer fee to be debited from
17. Total amount including all fees and charges will display
18. Enter the Beneficiary bank details by either:
    o    Searching by entering a SWIFT BIC code or entering in the city and bank name, then selecting the Beneficiary bank from the list below
    o    Entering in the Beneficiary Bank name, Bank address, City, and Country
19. Enter Overseas bank number if required
20. Enter Beneficiary Full name, Address, City, and Country
21. Enter Credit  overseas bank account number
22. Enter Payment details if required
23. Confirm Senders details and amend if required
24. Click Continue
25. Check the details of your payment are correct and select Confirm payment
26. Review your next action
    o    Select Create another payment to continue working and authorise and submit this payment later
    o    Click PDF to generate a copy of this information for your records
27. Click Authorise to complete this payment
28. Enter Token password
29. Enter Token number on the front of your device
30. Click Authorise and submit
    o    Click Authorise only to submit this payment later
31. Payment submission confirmation is displayed
32. Click PDF to generate a copy of this information for your records

1. Select Payments
2. Select Scheduled payments
3. Payments previously scheduled for a future date is displayed
4. Select the scheduled payment you need to manage
5. The details of the scheduled payment is displayed
6. Click Edit to change any details of the payment (edited payments will need to be authorised and submitted again)
7. Click Delete to remove the scheduled  overseas payment

1. Select Payees & billers
2. Select Overseas
3. Click  Add new
4. Enter Template name
5. Select From account
6. Select a Foreign currency
7. Select a Beneficiary bank country
8. Enter the Beneficiary bank details by either:
   1. Searching by entering a SWIFT BIC code or entering in the city and bank name, then selecting theBeneficiary bank from the list below
   2. OR entering in the Beneficiary Bank name, Bank address, City, and Country
9. Enter Overseas bank number if required
10. Enter Beneficiary Full name, Address, City, and Country
11. Enter Credit  overseas bank account number
12. Enter Payment details if required
13. Click Save template

Tip! Templates can also be saved as part of payment creation

1. Select Payments
2. Select Overseas payment
3. Select Use an existing template
4. Click Continue
5. Select a template from the list
6. Enter Amount (second amount will auto populate on tab out or by clicking in the second amount field)
7. Tick Charge any overseas bank charges to my account if required
8. If a Fee account is not populated select a Fee account for the Telegraphic Transfer fee to be debited from
9. Total amount including all fees and charges will display
10. Confirm Senders details and amend if required
11. Click Continue
12. Check the details of your payment are correct and select Confirm payment
13. Review your next action
    Select Create another payment to continue working and authorise and submit this payment later
14. Click Authorise to complete this payment
15. Enter Token password
16. Enter Token number on the front of your device
17. Click Authorise and submit
    Click Authorise only to submit this payment later
18. Payment submission confirmation is displayed
19. Click PDF to generate a copy of this information for your records

Tip! Move money overseas by clicking on the Make a payment arrow  on the Telegraphic Transfer templates list in the Payees & Billers menu.

1. Select  Payee & billers
2. Select Overseas
3. The list of overseas templates is displayed
4. Select the template you wish to view or manage
5. Template details is displayed
6. Click Edit to update Template name, From account, Foreign currency, Beneficiary bank country, Beneficiary bank details and Beneficiary details
7. Click Delete to remove template

If you have a Global Dealer logon

1.     Select Launch Global Dealer under transfer details of overseas payment creation

OR

2.     Select Global Dealer from the left hand shelf menu accessed via the three stacked dots next to the brand logo on the accounts landing page

If you don’t have a Global Dealer logon

1.    Speak with our Financial Markets team on 1800 221 815

1. Select Payments
2. Select Overseas payment
3. Select Create a new overseas payment (Telegraphic Transfer)
   o    OR Select Use an existing template then select a template from the list then proceed to step 8
4. Click Continue
5. Select a From account
6. Select a Foreign currency
7. Select a Beneficiary bank country
8. Tick I have booked deals
9. Select the Value date of the booked rate
10. Enter the Dealer reference
11. Enter the booked FX rate
12. Enter Amount (second amount will auto populate on tab out or by clicking in the second amount field)
13. To add an optional additional amount at a unbooked exchange rate if required tick Add additional (unbooked) exchange rate to my booked deals
    o    Then Enter Amount (second amount will auto populate on tab out or by clicking in the second amount field)
14. Tick Charge any overseas bank charges to my account if required
15. If a Fee account is not populated select a Fee account for the Telegraphic Transfer fee to be debited from
16. Total amount including all fees and charges will display
17. Enter the Beneficiary bank details by either:
    o    Searching by entering a SWIFT BIC code or entering in the city and bank name, then selecting the Beneficiary bank from the list below
    o    Entering in the Beneficiary Bank name, Bank address, City, and Country
18. Enter Overseas bank number if required
19. Enter Beneficiary Full name, Address, City, and Country
20. Enter Credit  overseas bank account number
21. Enter Payment details if required
22. Confirm Senders details and amend if required
23. Click Continue
24. Check the details of your payment are correct and select Confirm payment
25. Review your next action
    o    Select Create another payment to continue working and authorise and submit this payment later
    o    Click PDF to generate a copy of this information for your records
26. Click Authorise to complete this payment
27. Enter Token password

1. Select Payments
2. Select Overseas payment
3. Select Create a new overseas payment (Telegraphic Transfer)
   o    OR Select Use an existing template then select a template from the list then proceed to step 8
4. Click Continue
5. Select a From account
6. Select a Foreign currency
7. Select a Beneficiary bank country
8. Tick I have booked deals
9. Select the Value date of the booked rate
10. Enter the Dealer reference
11. Enter the booked FX rate
12. Enter Amount (second amount will auto populate on tab out or by clicking in the second amount field)
13. To add an optional additional amount at a unbooked exchange rate if required tick Add additional (unbooked) exchange rate to my booked deals
    o    Then Enter Amount (second amount will auto populate on tab out or by clicking in the second amount field)
14. Tick Charge any overseas bank charges to my account if required
15. If a Fee account is not populated select a Fee account for the Telegraphic Transfer fee to be debited from
16. Total amount including all fees and charges will display
17. Enter the Beneficiary bank details by either:
    o    Searching by entering a SWIFT BIC code or entering in the city and bank name, then selecting the Beneficiary bank from the list below
    o    Entering in the Beneficiary Bank name, Bank address, City, and Country
18. Enter Overseas bank number if required
19. Enter Beneficiary Full name, Address, City, and Country
20. Enter Credit  overseas bank account number
21. Enter Payment details if required
22. Confirm Senders details and amend if required
23. Click Continue
24. Check the details of your payment are correct and select Confirm payment
25. Review your next action
    o    Select Create another payment to continue working and authorise and submit this payment later
    o    Click PDF to generate a copy of this information for your records
26. Click Authorise to complete this payment
27. Enter Token password

1. Select Payments
2. Select Create a payment
3. Select Transfer, payment or BPAY
4. Select the Transfer from account
5. Select the Transfer to account
6. Tick I have booked deals
7. Enter the Dealer reference
8. Enter the booked FX rate
9. Enter Amount (second amount will auto populate on tab out or by clicking in the second amount field)
10. To add an optional additional amount at a unbooked exchange rate if required tick Add additional (unbooked) exchange rate to my booked deals
    a.     Then Enter Amount (second amount will auto populate on tab out or by clicking in the second amount field)
11. If a Fee account is not populated select a Fee account for the Foreign Currency transfer fee to be debited from
12. Click Continue
13. Check the details of your payment are correct and select Confirm payment
14. Review your next action
    o    Select Create another payment to continue working and authorise and submit this payment later
    o    Click PDF to generate a copy of this information for your records
15. Click Authorise to complete this payment
16. Enter Token password
17. Enter Token number on the front of your device
18. Click Authorise and submit
    o    Click Authorise only to submit this payment later
19. Payment submission confirmation is displayed
20. Click PDF to generate a copy of this information for your records

1. Select Payments
2. Select Create a payment
3. Select Multiple payments
4. Select the Transfer from account
5. Select To and either:
6. Select the to account
7. Choose an existing payee OR select Add new to create a new payee
8. Choose an existing biller OR select Add new to create a new BPAY biller
9. Choose an existing group of recipients
10. Enter Payment description (optional)
11. Enter Payment amount
12. Click Select another recipient to add another recipient to this payment and repeat steps 5-7 until all recipients have been added as required.
13. Select a payment frequency
14. Select a First payment date
15. Select a Last payment date if your frequency is greater than once only
16. Check the details of your payment are correct and select Confirm payment
    a.     To save this group Select Save recipient as a group
17. Review your next action
18. Select Create another payment to continue working and authorise and submit this payment later
19. Click PDF to generate a copy of this information for your records
20. Click Authorise to complete this payment
21. Enter Token password
22. Enter Token number on the front of your device
23. Click Authorise and submit
24. Click Authorise only to submit this payment later
25. Payment submission confirmation is displayed
26. Click PDF to generate a copy of this information for your records

Tip! Payments to multiple recipients can currently only be scheduled. Pay to a saved group by clicking on the Make a payment arrow on the groups list

1. Select Payees & billers
2. Select Groups
3. Click Add new
4. Enter Group name
5. Click Add recipient and either:
   a.     Choose an existing payee OR select Add new to create a new payee
   b.    Choose an existing biller OR select Add new to create a new BPAY biller
   c.     Choose an existing group of recipients
6. Click Add another recipient to continue adding accounts, payees and billers to the group as required
7. To delete a recipient from the group tick the box next to the name of the recipient and then select Remove

Tip! Groups can also be saved as part of multiple payment creation

1. Select Payees & billers
2. Select Groups
3. The list of groups is displayed
4. Select the group you wish to view or manage
5. Group details is displayed
6. Click  Edit to add or delete recipients in the group
7. Click Delete to remove the group template

1. Select Payments
2. Select Create a payment
3. Select Multiple payments
4. Select the Transfer from account
5. Select To and choose an existing group of recipients
6. Enter Payment descriptions (optional)
7. Enter Payment amounts
8. Click Select another recipient to add another recipient to this payment and repeat steps 5-7 until all recipients have been added to the group as required.
9. Select a payment frequency
10. Select a First payment date
11. Select a Last payment date if your frequency is greater than once only
12. Check the details of your payment are correct and select Confirm payment
    a.     To save this group Select Save recipient as a group
13. Review your next action
    a.     Select Create another payment to continue working and authorise and submit this payment later
    b.    Click PDF to generate a copy of this information for your records
14. Click Authorise to complete this payment
15. Enter Token password
16. Enter Token number on the front of your device
17. Click Authorise and submit
    a.     Click Authorise only to submit this payment later
18. Payment submission confirmation is displayed
19. Click PDF to generate a copy of this information for your records

1. Select Payments
2. Select Create a payment
3. Select Multiple payments
4. Select the Transfer from account
5. Select To and choose an existing group of recipients
6. Enter Payment descriptions (optional)
7. Enter Payment amounts
8. Select Payment inactive status for the recipient you don’t wish to pay in this payment
   a.     OR select the cross at the end of the row to delete a recipient from the group
9. Click Select another recipient to add another recipient to this payment and repeat steps 5-7 until all recipients have been added as required.
10. Select a payment frequency
11. Select a First payment date
12. Select a Last payment date if your frequency is greater than once only
13. Check the details of your payment are correct and select Confirm payment
    a.     To save this group Select Save recipient as a group
14. Review your next action
    a.     Select Create another payment to continue working and authorise and submit this payment later
    b.    Click PDF to generate a copy of this information for your records
15. Click Authorise to complete this payment
16. Enter Token password
17. Enter Token number on the front of your device
18. Click Authorise and submit
    a.     Click Authorise only to submit this payment later
19. Payment submission confirmation is displayed
20. Click PDF to generate a copy of this information for your records

Tip! Payment inactive recipients will stay in the saved group for use in future payments

1. Select Payments
2. Select Create a payment
3. Select Multiple payments
4. Select the Transfer from account
5. Select To and choose an existing group of recipients
6. Enter Payment descriptions (optional)
7. Enter Payment amounts
8. Select the cross at the end of the row to delete a recipient from the group
9. Click Select another recipient to add another recipient to this payment and repeat steps 5-7 until all recipients have been added as required.
10. Select a payment frequency
11. Select a First payment date
12. Select a Last payment date if your frequency is greater than once only
13. Check the details of your payment are correct and select Confirm payment
    a.     To save this group Select Save recipient as a group
14. Review your next action
    a.     Select Create another payment to continue working and authorise and submit this payment later
    b.    Click PDF to generate a copy of this information for your records
15. Click Authorise to complete this payment
16. Enter Token password
17. Enter Token number on the front of your device
18. Click Authorise and submit
    a.     Click Authorise only to submit this payment later
19. Payment submission confirmation is displayed
20. Click PDF to generate a copy of this information for your records

Tip! Save the group on the confirmation screen to remove the deleted payee from future payments to this group

Osko payments are not able to be made from Business Banking Online.

Osko payments that you receive can be seen in your transaction listing in Business Banking Online.

However there are limited characters available for the extra payment information details available with Osko payments (such as the 280 character description and the 35 character reference) so depending on the length of these that your payer entered, part of them may be truncated (cut-off) and not visible in BBO. To see these extra details, you can download a report in BBO - see the Reports page for instructions.

1. Select Payments
2. Select Payment history
3. The history of payments successfully or unsuccessfully completed is displayed
4. Filter the list displayed by either:
   Changing the From date and/or To date
   Entering details into Find a payment
5. Select a payment and full details is displayed
6. Click PDF to generate a copy of the details to for your records