Introduction
In this article you will find frequently asked questions about how to manage mandates and demo videos about the Dashboard.
This article covers:
- How to create a mandate?
- How to search for a mandate?
- How to dowload a mandate in PDF format?
- How to generate a mandate report?
- How to revoke a mandate?
- How to modify customer's bank account details (IBAN)?
- How to manage mandate template?
As a reminder, a mandate is the authorization given by a debtor to be debited by a creditor (merchant).
If you need general information about mandates (definition details) you can read this article.
How to create a mandate?
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Sign by sending link |
Sign by delegation/ operator |
Import an Existing Mandate* *this option required a validation by our Compliance service |
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| DASHBOARD (V.2) | Orders > Sign mandate by link | Orders > Sign mandate by delegation | Authorizations> Import Existing Mandate |
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DASHBOARD (V.1) also called Back Office |
*If you need to modify, send again or cancel a created link, please click on " show pending signature" and select "modify/ resend/ cancel.
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Manage mandates > Sign mandate by delegation > enter required information |
Manage Mandates > Register a legacy mandate > enter required information > Submit NB: For massive migration : Select in left menu "Manage Files"> "Import a File " > choose file > "Submit" Remember, there is a specific format to respect, refer to the "remittance file" for the format |
| API | Sign a Mandate Only | Import an Existing Mandate | |
| Email notification is send to the debtor with a copy of the signed mandate. | |||
NB: For the API, links point our Dev Center (https://dev.slimpay.com/) where you can find useful information about our API implementation.
You can find below, a demo video about the mandate signature and the different methods available via the Dashboard.
How to search for a mandate?
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DASHBOARD (V.2)
In Authorizations tab, Mandates section |
DASHBOARD (V.1) also called Back Office In Manage mandate tab, Search mandate section |
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You can search by:
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You can search by:
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How to download a mandate in PDF format?
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DASHBOARD (V.2)
Subscribers tab, Authorizations section |
DASHBOARD (V.1) also called Back Office Manage mandates, Search mandates section |
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Select a mandate > Dowload mandate |
Select a mandate > Click on the mandate reference to dowload it |
How to generate a mandate report?
A mandate report is a file that you can download which include all the information about the mandate that have been signed (whatever the signature method).
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DASHBOARD (V.2)
In Authorizations tab, Mandates section |
DASHBOARD (V.1) also called Back Office In Manage mandate tab, Mandate file section |
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Click on > Export You can filter by:
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Enter the time period > Download
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Information available
NB: You can filter the information with the payment scheme, the signature date or the status. |
Information available
Warning: Only the active mandates will be in this reporting
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NB: You can ask for an automation of reports at support@slimpay.com. Our customer service will configure your account depending on the frequency you want.
How to revoke a mandate?
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DASHBOARD (V.2)
In Authorizations tab, Mandates section |
DASHBOARD (V.1) also called Back Office In Manage mandate tab, Search mandate section |
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| Select a mandate > View > Revoke |
Select a Mandate > Select the reason for revocation > Revoke |
How to modify customer's bank account details (IBAN)?
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DASHBOARD (V.2)
In Authorizations tab, Mandates section |
DASHBOARD (V.1) also called Back Office In Manage mandate tab, Search mandate section |
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Select a mandate > View > Bank account details > Edit You can have access to the previous bank account by clicking on > Bank account history |
Select a Mandate > Update bank details of your customer
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NB: Legally, it is not possible to change the postal address of the debtor for any signed mandate.
If you have to change it, then the mandate has to be revoked and a new one needs to be signed.
How to manage mandate template?
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DASHBOARD (V.2)
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DASHBOARD (V.1) also called Back Office In Manage mandate tab, Manage mandates templates |
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| In the Dashboard, the creditor (merchant) benefits from a standardized mandate template with a great look & feel. Customization requires to go through the Onboarding team |
Create your customized template in PDF format > Submit and test your template If you need the detailed documentation, ask our customer service at support@slimpay.com |
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.