Payment Statuses

A payment goes through different stages. These stages define the status of each payment transaction.

Below you can see the available payment statuses, when the order is paid online in the Sana webstore.

Payment status	Description
New	When a customer creates an order in the Sana webstore and clicks Pay, the sales order will be created in the ERP system and the customer will be redirected to the payment provider page to enter payment details, such as the credit card number, and to finalize the payment. At this moment, the payment status is New, until the payment is finalized. If a customer does not finalize the payment on the payment page and closes the Web browser or tab, the sales order will remain in the ERP system with the payment status New. Keeping unpaid orders in the ERP system leads to stock reservation and accumulation of unnecessary data. Therefore, you can delete unpaid orders which are stored for a long time and are not finalized by the customers to release the reserved stock and remove the unnecessary data. For more information about how to delete unpaid orders from the ERP system, see the articles listed below. Microsoft Dynamics NAV: Delete Unpaid Orders Microsoft Dynamics AX: Clean Up Unpaid Orders Microsoft Dynamics 365 Business Central: Delete Unpaid Orders Microsoft Dynamics 365 for Finance and Operations: Clean Up Unpaid Orders
In progress	Pending confirmation about payment transaction from the payment provider. The payment must be processed before the funds are transferred to the merchant account. Therefore, there is usually a delay between when the customer pays for the order and when the merchant receives the payment. When the payment transaction is successfully completed and merchants receive money on their account, the payment provider will inform Sana to update the payment status of the order.
Paid	When Sana Commerce Cloud receives confirmation from the payment provider that the order has been paid successfully.

Payment status

Description

New

When a customer creates an order in the Sana webstore and clicks Pay, the sales order will be created in the ERP system and the customer will be redirected to the payment provider page to enter payment details, such as the credit card number, and to finalize the payment. At this moment, the payment status is New, until the payment is finalized.

If a customer does not finalize the payment on the payment page and closes the Web browser or tab, the sales order will remain in the ERP system with the payment status New.

Keeping unpaid orders in the ERP system leads to stock reservation and accumulation of unnecessary data.

Therefore, you can delete unpaid orders which are stored for a long time and are not finalized by the customers to release the reserved stock and remove the unnecessary data.

For more information about how to delete unpaid orders from the ERP system, see the articles listed below.

Microsoft Dynamics NAV: Delete Unpaid Orders
Microsoft Dynamics AX: Clean Up Unpaid Orders
Microsoft Dynamics 365 Business Central: Delete Unpaid Orders
Microsoft Dynamics 365 for Finance and Operations: Clean Up Unpaid Orders

In progress

Pending confirmation about payment transaction from the payment provider. The payment must be processed before the funds are transferred to the merchant account. Therefore, there is usually a delay between when the customer pays for the order and when the merchant receives the payment.

When the payment transaction is successfully completed and merchants receive money on their account, the payment provider will inform Sana to update the payment status of the order.

Paid

When Sana Commerce Cloud receives confirmation from the payment provider that the order has been paid successfully.

The payment status of the orders that are paid on account by B2B customers and sales agents is always Paid. That is because using the on account payment type, B2B customers do not pay online through a payment gateway while placing an order. Merchants invoice their customers later and receive funds based on the agreements between two parties.

The payment statuses of the orders that are paid partially based on the prepayment % of a B2B customer are the same as for the orders that are paid fully online. For example, if 10% prepayment of the total sales order amount is required, and that 10% prepayment has been paid successfully, the payment status will be Paid. B2B customers pay the remaining amount depending on the agreements they have with a merchant.