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Management of mandates and mandate templates

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A mandate is a signed authorization from a debtor to be collected by a creditor (merchant). A mandate template allows you to customize a mandate according to your company's charter (e.g. add your logo, your terms and conditions, etc.).

mceclip0.pngWow, that's not very clear... I need some general information about the mandate. We tell you everything in Mandate: the direct debit authorization.

 

mceclip1.pngQuick access:

Mandate management

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 requires a validation by our Compliance Team

DASHBOARD (V.2) Orders > Sign mandate by link  Orders > Sign mandate by delegation 

Authorizations> Import Existing Mandate 

 

NB: For bulk mandate import: Select in left menu " Files"> "Import" > browse > "Import"

Remember, there is a specific format to respect, refer to the "remittance file" for the format

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 bulk mandate import : 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 sent to the debtor with a copy of the signed mandate. 

NB: To create a mandate via API, refer to the SlimPay Dev Center (https://dev.slimpay.com/) for more information.

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 the 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 includes the information about the mandates that have been signed (whatever the signature method).

DASHBOARD (V.2)

 

In the 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

  • 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.

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

 

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 the 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 the 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 templates

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 (also known as the Back Office), do not hesitate to request access to the Dashboard V.2 at support@slimpay.com

How to receive a copy of your customer's mandates

Our solution allows you to receive a copy of each mandate your customers register via our Checkout. Please reach out to our Customer Success team if you want to enable this feature.

 

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