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Mandates Management

Introduction

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

This article covers: 

 

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? 

 

Sign by sending link

 Sign by delegation/ operator 

Import an Existing Mandate*

*this option required a validation by our Compliance service
DASHBOARD (V.2) Orders > Sign mandate by link  Orders > Sign mandate by delegation  Authorizations> Import Existing Mandate 

DASHBOARD (V.1)

also called Back Office


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


NB: The link* generated is unique and expires after 30 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.

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?

DASHBOARD (V.2)

 

In Authorizations tab, Mandates section

DASHBOARD (V.1)

also called 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 (V.2)

 

Subscribers tab, Authorizations section

DASHBOARD (V.1)

also called 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? 

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).

DASHBOARD (V.2)

 

In Authorizations tab, Mandates section

DASHBOARD (V.1)

also called 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. 

 

Information available

  • Client reference
  • Company name
  • Signatory name
  • Email address
  • Phone number
  • BIC/IBAN
  • Postal address
  • Mandate reference (UMR)
  • Signature date 
  • Payment scheme
  • Status

Warning: Only the active mandates will be in this reporting

Information available

  • Mandate reference (UMR)
  • Client reference
  • Payment scheme
  • Signature date 
  • Status
  • IBAN

 

 

NB: You can filter the information with the payment scheme, the signature date or the status.

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?

DASHBOARD (V.2)

 

In Authorizations tab, Mandates section

DASHBOARD (V.1)

also called 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 (V.2)

 

In Authorizations tab, Mandates section

DASHBOARD (V.1)

also called 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 (V.2)

 

 

DASHBOARD (V.1)

also called Back Office

In Manage mandate tab, Manage mandates templates
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.

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