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
- What I can do when a card payment is refused?
- Minimum and maximum transaction amounts
Once an authorization is created (the card alias or token), you can create a Card payment for the amount and the date you require.
It can be unique (a one-off payment) or recurrent (it creates a payment plan).
Several tools can be used for a card payment order: Dashboard or API.
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NB: To create card payments via API, refer to the SlimPay Dev Center (https://dev.slimpay.com/) for more information. |
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 |
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Recurrent (payment 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
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DASHBOARD V.2
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DASHBOARD V.1* *Only available for card payments plans also called Back office |
API
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|---|---|---|---|
| Unique |
Payments tab, Cards section You can search by:
You can filter by:
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Manage Payments tab, Show pending card transaction registrations You can search by:
You can filter by:
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search-payments |
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Recurrent (payment plan) |
Plans tab, Cards section You can search by:
You can filter by:
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Manage Payments tab, Search for recurrent card payments section You can search by:
You can filter by:
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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 | API | |
|---|---|---|
| Unique |
Payments tab, Cards section select a card payment "to process"> View> Modify |
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Recurrent (payment plan) |
You cannot modify a Card Payments Plan - |
How to cancel a card payment
You can cancel a card payment while it has not yet been processed by the banks, meaning its status is to process
| DASHBOARD V.2 | API | |
|---|---|---|
| Unique |
Payments tabs, Cards section
select a card payment "to process"> View > Cancel |
cancel-payment |
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Payment plan |
Plans tab, Cards section select an "active" plan > View > Cancel |
cancel-recurrent-card-transaction |
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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 manage card expiration
Using the API calls get-card or get-card-aliases, you can retrieve a card alias reference and the expiration date in order to prevent card expiration issues (under the reasons codes C04).
Several statuses can be associated with card payments. Click here to understand these statuses.
What can I do when a card payment is refused?
Depending on the refusal reason, you can:
- represent the payment with the same payment method
- contact the customer to ask for another form of payment
- follow your normal collection process. SlimPay has a feature that can automate the first two options
Minimum and maximum transaction amounts
SlimPay can process payments from 0.1 EUR up to 1500 EUR. This maximum limit is set by default for all merchants, but can be raised up to 10000 EUR during the contract creation.