Simpli-FI Pay Pilot Support
Readiness date: 2026-06-23.
This pilot/readiness support page is for the public support page and store-review metadata. Final production support operations and counsel review must be complete before public store submission or live money movement.
Current status
Simpli-FI Pay is in controlled sandbox, store-review, and pilot preparation. Production money movement, recurring ACH, and direct accounting writeback are not generally available until provider approval, legal review, production authentication, durable encrypted storage, support operations, and verified client payee facts are complete.
Primary support path
For payment support, include:
- Payee name.
- Amount.
- Date.
- Receipt ID or schedule ID.
- Whether the question is about a one-time payment, recurring payment, refund, return, linked account, or QR code.
Do not send raw account numbers, routing numbers, Plaid credentials, passwords, one-time passcodes, or screenshots that expose full financial account data.
Store-review support path
Store reviewers should be given:
- The sandbox/mock review path.
- A sample QR code or link for a verified synthetic payment request.
- Confirmation that production money movement is disabled in the review build.
- Dashboard access or demo instructions for payee roles: owner, finance, operations, and read-only auditor.
- Privacy policy and terms URLs.
Recurring payments
For any approved recurring schedule, users should be able to cancel future recurring payments before the next scheduled debit when the schedule supports cancellation. A cancelled recurring schedule should leave prior receipts intact.
QR issues
If a QR code is paused, expired, cancelled, draft, unverified, or already paid, the app should explain that it is not payable and should not submit a transfer.
Production launch gates
Before the support page is published, add the final support email/address, escalation SLAs, entity details, banking-partner support boundaries, and region-specific complaint language if required.