What is the Dashboard?
The Dashboard allows merchants (creditors) to manage their payment activities with SlimPay. It is organized by the most common payment workflows used by you and your team.
For example, the Payments tab includes everything you need to manage the flow of money in and out of your SlimPay merchant account.
In many cases, you can use the Dashboard to perform specific actions, such as refunding payments or canceling a subscription. These actions can be done without using the API, which makes the Dashboard an easy and useful tool for managing your business.
Jump to a section below to find about more about that specific feature:
Confused about some of the terms we use? No worries, we've got you. Check out the Lexicon guide!
Features
Balance
Balance gives you information about your account activity. A wide range of analytics and real-time graphs give you insight into your business performance.
Reporting
Reporting shows you recent activity that may require action on your part, such as pending refunds or chargeback issues.
Orders
The Orders tab displays the entire list of API requests: they can be "Running", "Aborted by client", "Aborted by server" or "Completed."
Mandates
The Mandates tab allows you to view the list of authorizations for direct debit payments (mandates) and card payments (card aliases).
Payments
The Payments tab gathers all possible types of payments: direct debit, card and refunds (considered as transfers).
Payment plans
The Plans tab allows you to view all the payment plans registered with your customers (for both direct debit and credit card payments).
Subscribers
The Subscribers tab shows you all subscribers in your database and allows you to see any authorizations, payments, plans, etc. associated with a specific subscriber. As a reminder, a subscriber is a debtor (eg. the merchant's customer).
Documents
The Documents tab allows you to view and download your documents. On the Dashboard, you can import, download and export documents. These documents will be used when signing one or more documents (with or without a mandate signature) on the SlimPay checkout. Your end customer will be able to preview the documents to be signed on the one-time password (OTP) page.
Remittance files
View all your remittance files in the Files tab. Remittance files are used to deposit orders on the SlimPay server.
Learn more about Remittance Files
How do I search within the Dashboard?
Use the Dashboard to search for payments, customers, and more. From the search bar, you can search across a variety of different references to quickly find what you're looking for.
Depending on which tab you choose on the left (eg. Mandates), the references you can search with will change in the search bar. Typing in a Subscriber Reference, for example, will show you all mandates from that subscriber in the Mandates tab.
Other references you can search with:
- Order Reference
- Subscriber Reference
- Authorization Reference
- IBAN
- Signatory Email
- Company Name
- Payment Reference
- Plan Reference
- Document Reference
- Public Reference
- File Name
When you perform a search, the first few results appear immediately. You can view all matches by pressing Enter.
To further refine your results, you can use the filters that are located above your search results. Several filters exist, depending on which feature you have selected.
- Dates
- Status
- Payment Scheme
- Frequency
- Flow
- Category
Finally, at the bottom of the page, you can quickly jump to different pages and display more or fewer results per page.
