Payment Types

NOTE

European legislation on payment services (PSD 2 applicable since January 2018) may restrict the use of payment charges for specific payment methods. You can find more information here.

Choosing the right payment type or payment provider for your business is one of the most important decisions you make when setting up your webstore. You can choose a payment gateway that Sana integrates with to accept payments online, or you might want to consider offline payments, such as "on account". There is no limit of how many payment methods you can set up, but availability of different payment types can depend on the customer type (B2C and B2B) and ERP system.

When placing an order in the Sana webstore, customers can pay:

  • Full sales order amount online with a credit or debit card through a payment gateway. This payment type is available to B2C and B2B customers. B2C customers always pay with their credit or debit card online through a payment gateway.

  • Full sales order amount on account. This payment type is available only to B2B customers and sales agents. B2C customers cannot pay on account.

  • Partially online based on prepayment % with a credit or debit card through a payment gateway and the remaining amount later. This payment type is available only to B2B customers and supported by certain ERP systems.

You can select the necessary payment type for your B2B customers in Sana Admin: Setup > Ordering > Payment.

For B2C customers there is no option where you can select a payment type as B2C customers always pay with their credit or debit card online through a payment gateway. Therefore, you must install the necessary payment provider and set up the payment methods.