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How to manage Direct Debits

Created:

Updated:

Introduction

In this article you will find frequently asked questions about how to manage direct debits and demo videos about the Dashboard.

The article covers: 

 

Once an authorization is created (a signed SEPA mandate), you can create a SEPA Direct Debit (SDD) for the amount and the date you want.

It can be unique (a one-off direct debit payment) or recurrent (it creates a payment plan).

Several tools can be used to create an SDD order: Back Office, Dashboard, remittance file or API.

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

How to create an SDD

 

 

DASHBOARD (V.2)

 

DASHBOARD (V.1)

also called Back Office

 API
Unique

Authorizations tab, Mandates section

select an authorization > Create direct debit > input the information and choose > Unique > Create direct debit

Manage payments tab, Request a direct debit section

Search and select the mandate > fill out the information and click on > Add

 create payins

Recurrent

(payment plan)

Authorizations tab, Mandates section

select an authorization > Create direct debit > input the information and choose > Recurring > Create direct debit

Manage payments tab, Request a recurrent direct debit section

search and selected the mandate > fill out the information and click on > Add
An SMS notification can be configured to remind the debtor of the SDD amount and date.

 

How to import an SDD

Direct debit payments can also be created by remittance file. You can find more detailed information here.

 

How to search an SDD

 

 

DASHBOARD (V.2)

 

DASHBOARD (V.1)

also called Back Office

 API
Unique

Payments tab, Direct debits section

You can search by:

  • payment reference
  • authorization reference
  • subscriber reference

 

You can filter by:

  • status
  • date

Manage payments tab, View direct debits section

You can search by:

  • debtor name
  • payment reference
  • your client's reference
  • mandate reference
  • error code

 

You can filter by:

  • execution date
  • execution status
 search payment

Recurrent

(payment plan)

Plans tab, Direct debits section

You can search by:

  • plan reference
  • subscriber reference
  • frequency

 

You can filter by:

  • status
  • date

Manage payments tab, Search for recurrent direct debit section

You can search by:

  • debtor name
  • frequency of recurrent debit
  • client reference
  • reference of the payment plan

 

You can filter by:

  • status
  • creation date

How to modify an SDD

You can modify a SDD only if it has not been sent to the bank yet (status "to process").

 

DASHBOARD (V.2)

 

DASHBOARD (V.1)

also called Back Office

 API
Unique

Payments tab, Direct debits section

select the SDD > View > Modify

  If it has not been sent to the bank yet, you can cancel it and create a new one. Otherwise, you cannot modify a SDD -

Recurrent

(payment plan)

Plans tab, Direct debits section

select a plan > View > Modify

 It is not possible to modify a recurrent payment, you will have to cancel it and create a new one.

"patch payment"

How to cancel an SDD

You can cancel a SDD only if it has not been sent to the bank yet (status "to process").

 

DASHBOARD (V.2)

 

DASHBOARD (V.1)

also called Back Office

 API
Unique

Payments tab, Direct debits section

select the SDD > View > Cancel

Manage payments tab, Cancel direct debits section

click on > Search to display SDD to process > tick and > Cancel the Authorization of debit

 cancel payment

 Recurrent (payment plan)

Plans tab, Direct debits section

select the plan > View > Cancel

Manage payments tab, Search for recurrent direct debit section

click on > Search  > select the plan reference > Stop the recurrent debit

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

As a reminder

Several statuses can be associated with direct debit payments. Click here and here to understand these statuses.

 

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