Introduction
In this article you will find frequently asked questions about how to manage card payments and demo videos about the Dashboard.
This article covers:
- How to create a card payment?
- How to search a card payment?
- How to modify a card payment?
- How to cancel a card payment?
- How to manage card expiration?
- As a reminder
- What I can do when a card payment is refused?
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 |
|
|
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* *Only available for card payments plans also called Back office |
API
|
|
|---|---|---|---|
| Unique |
Payments tab, Cards section You can search by:
You can filter by:
|
Manage Payments tab, Show pending card transaction registrations You can search by:
You can filter by:
|
search payments |
|
Recurrent* *or plan |
Plans tab, Cards section You can search by:
You can filter by:
|
Manage Payments tab, Search for recurrent card payments section You can search by:
You can filter by:
|
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 "to process".
| DASHBOARD V.2 | API | |
|---|---|---|
| Unique |
Payments tabs, Cards section
select a card payment "to process"> 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?
Thanks to the API, you can retrieve card alias reference in order to prevent a card expiration issue (under the reasons codes C04).
As a reminder
Several status can be associated to payments, click here to understand those status.
What can I do when a 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).