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SlimPay Help Center

How to manage Card Payments

Created:

Updated:

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: 

 

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. 

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

create-payins

 

create-orders

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

 

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:

  • payment reference
  • authorization reference
  • subscriber reference

 

You can filter by:

  • date
  • status

 

Manage Payments tab, Show pending card transaction registrations 

You can search by: 

  • card transaction reference
  • client reference
  • email
  • file name

 

You can filter by:

  • status
  • creation date
search-payments

Recurrent

(payment plan)

Plans tab, Cards section

You can search by:

  • plan reference
  • subscriber reference
  • frequency

 

You can filter by:

  • date
  • status

 

 

Manage Payments tab, Search for recurrent card payments section

You can search by: 

  • frequency of the deadlines
  • client reference
  • debtor name
  • reference of the payment plan

 

You can filter by:

  • status
  • creation date

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

patch-payment

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

Payment plan

 Plans tab, Cards section

select an "active" plan > View > Cancel

cancel-recurrent-card-transaction

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. 

 

 

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