SlimPay Help Center

Mandates Management

Introduction

In this article you will find frequently asked questions about how to manage mandates. 

As a reminder, a mandate is the authorization given by a debtor to be debited by a merchant.

If you need general information about mandates (definition details) you can read articles in the "Functional" category. 

How to create a mandate? 

 

Sign by sending link

Sign by delegation/ operator 

Import an Existing Mandate*

*this option required a validation by our Compliance service

DASHBOARD Orders > Sign mandate by link  Orders > Sign mandate by delegation  Authorizations> Import Existing Mandate 
BACK OFFICE


Manage Mandates > Sign a mandate by sending a link > enter required information > Register


NB: The link* generated is unique and expires after 20 minutes once clicked.

*If you need to modify, send again or cancel a created link, please click on " show pending signature" and select "modify/ resend/ cancel

 

 

 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.

 

How to search for a mandate?

DASHBOARD

In Authorizations tab, Mandates section

 BACK OFFICE

In Manage mandate tab, Search mandate section

You can search by:

  • subscriber reference
  • authorization reference
  • payment scheme
  • date
  • status

 You can search by:

  • mandate reference (UMR)
  • client reference
  • debtor (client) name
  • IBAN

 

How to download a mandate in PDF format? 

DASHBOARD

Subscribers tab, Authorizations section

BACK OFFICE

Manage mandates, Search mandates section

Select a mandate > Dowload mandate

Select a mandate > Click on the mandate reference to dowload it

 

How to generate a mandate report? 

DASHBOARD

In Authorizations tab, Mandates section

BACK OFFICE

In Manage mandate tab, Mandate file section

Click on > Export 

You can filter by: 

  • payment scheme
  • date
  • status

Enter the time period > Download


NB : If you have more than 1000 mandates in the selected time frame, please do not use this feature. You will need to use the file secure transfer.
 

 

NB: You can ask for an automation of reports at support@slimpay.com. Our customer service will configurate your account depending on the frequency you want. 

How to revoke a mandate?

DASHBOARD

In Authorizations tab, Mandates section

BACK OFFICE

In Manage mandate tab, Search mandate section

Select a mandate > View > Revoke 

Select a Mandate > Select the reason for revocation > Revoke

 

How to modify customer's bank account details (IBAN)?

DASHBOARD

In Authorizations tab, Mandates section

BACK OFFICE

In Manage mandate tab, Search mandate section

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

 

 

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?

DASHBOARD

 BACK OFFICE

In Manage mandate tab, Manage mandates templates

In the Dashboard, the 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

 

 

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