How to manage Card Payments? – SlimPay Help Center

Introduction

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

Once the authorization is created (card alias or token), you can create a Card payment for the amount and the date you require.

It can be unique (one-off) or recurrent (it creates a plan).

Several tools can be used for a card payment order: Dashboard or API.

NB: For the API, the links are directing you to the SlimPay Dev Center (How to collect Payments by Card?).

How to create a Card payment?

DASHBOARD V.2

API

Unique

Authorizations tab, Card aliases section

Create> input information and select> Unique> Create Card Payment

create payins

Recurrent*

*or Plan

Authorizations tab, Card aliases section

select a card alias> Create> input information and select> Recurring > Create Card Payment

* if you do not enter a number of recurrent card payments, it will be unlimited.

How to search a Card payment?

DASHBOARD V.2

DASHBOARD V.1

also called Back office

API

Unique

Payments tab, Cards section

You can search by:

payment reference
authorization reference
subscriber reference

You can filter by:

date
status

Manage Payments tab, Show pending card transaction registrations

You can search by:

card transaction reference
client reference
email
file name

You can filter by:

status
creation date

search payments

Recurrent*

*or plan

Plans tab, Cards section

You can search by:

plan reference
subscriber reference
frequency

You can filter by:

date
status

Manage Payments tab, Search for recurrent card payments section

You can search by:

frequency of the deadlines
client reference
debtor name
reference of the payment plan

You can filter by:

status
creation date

How to modify a Card Payment?

You can modify a card payment only if it has not been sent to the bank yet (status "to process" or "processing").

DASHBOARD V.2

Unique

Payments tab, Cards section

select a card payment "to process"> View> Modify

Recurrent*

*or Plan

You cannot modify a Card Payments Plan -

How to cancel a card payment ?

You can cancel a card payment only if its status is "processing".

DASHBOARD V.2

API

Unique

Payments tabs, Cards section

select a card payment "to process" or "processing"> View > Cancel

Recurrent*

*or Plan

Plans tab, Cards section

select an "active" plan > View > Cancel

cancel payment

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.

How to manage Card expiration?

When the expiration date is near, we can send an email notification to you (the creditor) and/ or to the debtor (the customer). The information is also available via API (card Alias parameters).

To configure this options, send a request to our customer service at support@slimpay.com.

As a reminder

Several status can be associated to payments, click here to understand those status.

What can I do when a credit card payment is refused?

Depending on the reason , (1) you may represent the payment with the same payment method (2) contact the customer to ask another form of payment or (3) you can follow your normal collect process. SlimPay has a feature that has automated (1) & (2).