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Welcome to Bottomline Customer Support

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How do I create a plan template in PT-X DDM?

If you are looking to create plan templates please follow the instructions below:

1. Login as an administrator.

2. Click on the 'Settings' tab.

3. Create plan templates.

4. Fill in the fields and save.

Please note: If you wish to edit the frequency and amount when using the plans please tick the box that says: Allow users to set when selecting the plan.


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