Your template will need to be in a specific format for it to upload successfully. Please follow the guide below:
Articles in this section
- How do I add a one off collection manually?
- How do I change the Reference field in PTX DDM?
- How do I check the collections forecast? It doesn't look accurate.
- How do I create a contact?
- How do I create a mandate?
- How do I create a plan template in PTX DDM?
- How do I edit a collection profile in PTX DDM?
- How do I edit the plan date in the template once I have set it up?
- How do I find out what information is required to fill in the ad hoc template spreadsheet?
- How do I find out why a collection hasn't been taken?