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:
- How to create an SDD
- How to import an SDD
- How to search an SDD
- How to modify an SDD
- How to cancel an SDD
- Status reminder
Once the authorization is created (mandate), you can create a SEPA Direct Debit (SDD) for the amount and the date you want.
It can be unique (only one SDD) or recurrent (it creates a plan).
Several tools can be used for a SDD order: Back Office, Dashboard, remittance file or API.
NB: For the API, the links are directing you to the SlimPay Dev Center (https://dev.slimpay.com/) where you will find information about our API.
How to create an SDD
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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* *or 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 |
|
| SMS notification can be configured to remind the SDD amount and date to the debtor. | |||
How to import an SDD
You can import remittance file (more information here).
NB: you can only import file with the Back Office; Manage files > import a file > select your file in .csv format.
How to search a SDD
|
DASHBOARD (V.2)
|
DASHBOARD (V.1) also called Back Office |
API | |
|---|---|---|---|
| Unique |
Payments tab, Direct debits section You can search by:
You can filter by:
|
Manage payments tab, View direct debits section You can search by:
You can filter by:
|
search payment |
|
Recurrent* *or Plan |
Plans tab, Direct debits section You can search by:
You can filter by:
|
Manage payments tab, Search for recurrent direct debit section You can search by:
You can filter by:
|
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)
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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* *or 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. | |
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* *or 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, do not hesitate to ask for the second one at support@slimpay.com.
As a reminder
Several status can be associated to payments, click here and here to understand those status.