SlimPay Help Center

How to manage reimbursements?

Introduction

In this article you will find frequently asked questions about how to manage reimbursements and demo videos about the Dashboard. 

You can reimburse a client, however you have to consider the 5 working days period corresponding to potentials payments incidents (see the article on R-Transactions).

Moreover, you cannot reimburse an amount superior than the amount debited during the last 6 months. And, obviously it is necessary to have sufficient funds to reimburse a debtor (client). 

You can reimburse totally or partially a client.

 

How to reimburse a customer?

DASHBOARD (V.2)

 

DASHBOARD (V.1)

also called Back Office

API

Payments tab, Direct Debits or Cards section

select a payment with a "processed" status > Reimburse

 

Manage Payments tab, Reimburse client section

select a client > Search > input required information > Deposit the reimbursement 

 

"refund-payment"

NB: You can reimburse several clients injecting a remittance file, but it is only possible with the Back Office (for more information click here). 

Can I cancel a refund? 

No, it is not possible. The payment is directly sent to the bank.

 

How to search a reimbursement?

DASHBOARD (V.2)

 

DASHBOARD (V.1)

also called Back Office

API

Payments tab, Reimbursements section

You can search by:

  • payment reference
  • authorization reference
  • subscriber reference

 

You can filter by:

  • date
  • status

Manage Payments tab, Search Reimbursement section

You can search by:

  • client name
  • devise
  • payment reference
  • client reference

 

You can filter by:

  • execution status
  • execution date

"search-payments"

NB: if you are still using the first version of the Dashboard, do not hesitate to ask for the second one at support@slimpay.com.

 

 

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