Payment Reference

A payment reference (PSP reference) is a piece of information that is used to easily identify a payment transaction. There are three components – the Sana webstore, your ERP system, and the payment service provider that you use to accept online payments from your customers. When a customer creates an order in the Sana webstore and pays online with a credit or debit card, the order will be saved to the ERP system and the payment transaction will be created in the payment system you use for online payments. To find the required payment transaction in your payment system, you need some information, such as the payment transaction ID, the number or name of the customer who created the order, or the order ID. It may differ depending on the payment service provider you use.

When a customer pays an order or invoice online in the webstore, Sana can now store one of the following values in the payment record in the customer’s ledger entries in Microsoft Dynamics NAV:

• Default value generated by ERP
• Customer number
• Order number
• PSP reference (payment transaction ID) – currently payment transaction ID of the sales order is used for invoice payments

You are free to choose what information you want to store in the customers’ payment records so that it can help you easily find the necessary payment transactions in your payment system.