Direct Debit Management
- 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?
- How do I know that a collection is scheduled to be collected next month?
- How do I make a refund in DDM?
- How do I reconcile my collections?
- How do I remove a signature image from a collection profile?
- How do I search for a specific mandate?
- How do I set up a payment plan with a different first and last amount?
- How do I stop a letter from being sent?
- How do I stop a planned collection from a mandate?
- How do I update our payment plans?
- How do I upload all my customers details and collections?
- How do I verify an account? What does this account has not been verified mean?
- How do you delete a transaction from a tile?