Subscriptions & recurring payments — found from sitemap — SlimPay

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Facts read from this source

• Mandate definition Report an error

  “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.).”

• Mandate creation methods Report an error

  “Sign by sending link Sign by delegation/ operator Import an existing mandate (this option requires a validation by our Compliance Team)”

• Bulk mandate import Report an error

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

• API mandate signing Report an error

  “API Sign a mandate only Import an existing mandate”

• API docs URL Report an error

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

• Mandate signed copy email Report an error

  “Email notification is sent to the debtor with a copy of the signed mandate.”

• Mandate search fields Report an error

  “You can search by: subscriber reference authorization reference payment scheme date status”

• Mandate pdf download Report an error

  “'Subscribers' tab, 'Authorizations' section Select a mandate > Download mandate”

• Mandate export Report an error

  “A mandate export is a file that you can download which includes the information about the mandates that have been signed (whatever the signature method).”

• Mandate export filters Report an error

  “You can filter by: payment scheme date status”

• Mandate export fields Report an error

  “Mandate reference (UMR) Client reference Payment scheme Signature date Status IBAN”

• Automated reports Report an error

  “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.”

• Mandate revocation Report an error

  “In the 'Authorizations' tab, 'Mandates' section Select a mandate > View > Revoke”

• Iban modification Report an error

  “Select a mandate > View > Bank account details > Edit You can have access to the previous bank account by clicking on > Bank account history”

• Debtor address change restriction Report an error

  “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.”

• Mandate copy checkout Report an error

  “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 at support@slimpay.com if you want to enable this feature.”

• Mandate template pdf fields Report an error

  “You create your customised template in PDF format using your brand colours, inserting the SlimPay fields intended to receive the dynamic information when the mandate is signed.”

• Template creation customer side Report an error

  “The creation of the mandate template is done on your side. We leave it up to you to decide on the form and the creation tools used.”

• Template size limit Report an error

  “NB: the template must be less than 500 KB in size and have a maximum name of 255 characters.”

• Default template behavior Report an error

  “Please note: each time you import a new mandate template on the Dashboard, this is the one that will be taken by default.”

• Default template fallback Report an error

  “NB: If you do not have a default template selected or one that has been imported, then the SlimPay mandate template will be used.”

• Template error check Report an error

  “The "Check parameters" feature allows you to check if the template is correct or not:”

• Template download Report an error

  “How to download a mandate template? Click on 'Download':”

1 fact read from this page is not shown because it could not be confirmed on the page as captured.

Scores citing this record

• The Compliance Officer Subscriptions & recurring payments
• The Compliance Officer Settlement, reconciliation & API
• The E-Commerce Lead Subscriptions & recurring payments
• The E-Commerce Lead Settlement, reconciliation & API
• The Payments Engineer Subscriptions & recurring payments
• The Finance Lead Subscriptions & recurring payments
• The Skeptic Subscriptions & recurring payments
• The SaaS Founder Subscriptions & recurring payments
• The SaaS Founder Settlement, reconciliation & API