You can generate a PDF with payment instructions at the point you process a payment in, but you may use this template in the event you don't save down the PDF, or if you need something to send to an employer making an employer contribution.

The wording in pink indicates detail that needs to be updated by you before this is sent out to the client.

N.B. within the payment reference you must include the Account ID for the individual wrapper, and not the overall Client ID.

We must have the correct amount, correct reference and a matching expectation, and the funds must come from the client's bank account in order for this to be auto-matched. Otherwise, the payment is generally applied the following working day (assuming we can identify it).