How to read my dashboard

The dashboard gives you a complete view of your account activity: statuts of your Swiks (deposit and no-show), collection requests and other essential information.  All your transaction details are available in one place, making management simpler. 

It's also from this dashboard that you can follow your transactions: collections, release or resend a request for a Swik (security deposit or no-show), refund your client, view his inventory, and so on.

Each transaction has its own status: Pending, Accepted, Cancelled and so on. 

These statuses allow you to filter transactions and gain a comprehensive view based on your needs. For example: filter your transactions by “Pending Swiks” to be able to follow-up with your customers.

Here is a list of the different transactions on your dashboard, along with their respective statuses:

Swik (security deposit or no-show):

• Pending: This status appears when you send a Swik request directly from your Swikly account (or via an API integration) and it has not yet been accepted by your customer
• Accepted: This status appears when a Swik has been secured by your customer
• Cancelled: This status appears when you cancel a Swik request before the customer makes the deposit
• Expired: This status appears when the Swik's expiry date has been reached. The Swik can no longer be claimed.
• Released: This status appears when you manually release a Swik before its expiry date
• Expired without acceptance: This status appears when a Swik has not been accepted by the client, and one day has passed after the end date of the service provided. 
• Expired without payment: This status appears if a payment deadline has been set and one day has passed after this date without the payment being made.
• Failed: This status appears when a deposit or payment attempt has failed. Several reasons are possible:
  An incomplete 3D Secure authentication (the customer did not validate the security step), a bank refusal (the bank blocked the transaction), a non-eligible credit card, etc. 

Collection: 

• Completed: This status appears when all funds have been debited from the customer's bank account
• In progress or Pending: This status appears when all funds have not yet been debited from the customer's bank account. Read this article to learn more about our collection process.

Payment:

• Pending: This status appears when you have sent a payment request directly from your Swikly account and it has not yet been completed by your client
• Successful: This status appears when the payment has been made by your client
• Cancelled: This status appears when you cancel a payment request before the customer has completed it

Refund:

• In progress: This status appears when a refund is in progress 
• Successful: This status appears when the refund has been successfully completed
• Failed: This status appears when the refund has failed

Recovery:

• In progress: This status appears when an amicable recovery procedure has been initiated and is being processed. You can view the details of the emails and SMS sent to your client by clicking on Detail
• Cancelled: This status appears when you cancel a collection procedure
• Successful: This status appears when the collection procedure has been successful, and the funds have been debited from the customer's bank card