SlimPay Help Center

How to manage Card Payments?

Introduction

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 (https://dev.slimpay.com/) where you will find information about our API. 

How to create a Card payment?

  DASHBOARD 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 BACK OFFICE API
Unique

Payments tab, Cards section 

You can search by:

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

Manage Payments tab, Show pending card transaction registrations 

You can search by: 

  • card transaction reference
  • client reference
  • email
  • file name
  • status
  • creation date
search payments

Recurrent*

*or plan

Plans tab, Cards section

You can search by:

  • plan reference
  • subscriber reference
  • frequency
  • date
  • statuts

Manage Payments tab, Search for recurrent card payments section

You can search by: 

  • creation date
  • frequency of the dealines
  • client reference
  • status
  • reference of the payment plan
  • debtor name

 

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
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 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

 

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 and 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).

 

 

 

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