SlimPay Help Center

How to manage reimbursements?

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

The article covers: 

Introduction

You can reimburse a client since the execution date. However you have to consider the 5 working days period after the execution date before make a refund. Indeed, this delay corresponds to potentials payments incidents (see the article on R-Transactions). Without this waiting period, you may refund a transaction that could be rejected. 

Requirements

  • The mandate must have at least one direct debit well executed (and not rejected).
  • You can not refund an amount greater than the amount withdrawn during the last fourteen months.
  • Check that your available funds are sufficient.
  • Warning! The reserve can not be used to make refunds. It is only used to cover R-transactions. 

How to reimburse a customer?

You can reimburse totally or partially a client.

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 as it is a credit transfer (unlike the direct debit that is processed in batch). 

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.

 

 

Was this article helpful?
0 out of 0 found this helpful