PSP Connect User Guide v3 EXTERNAL - Flipbook - Page 7
Walkthrough B: PSP Connect 3 Add Order function
It is possible for a Customer to call or email a Seller to register a sales order. A Business Central
User can create the Order manually using the PSP-Connect Add Order function.
NOTE: this option is only available for certain PSPs (e.g., Klarna, Adyen, Walley). Please check
with your PSP.
1. A Customer calls or emails the Seller and purchases a Product over the phone.
2. A Sales Agent creates a Sales Order in Business Central selecting PSP Connect Payment
Code = desired PSP. Ensure that a valid email/telephone number is set for the Customer.
Select Actions / PSP Connect / Add Order function.
3. The PSP receives the Sales Order from Business Central and prompts the Customer to
complete payment details. The Customer responds to the communication by filling in personal
and payment details on the PSP payment link. A corresponding Sales Order is added to the
PSP portal and the Payment Reference is sent back to Business Central (External Document
No.). The Sales Order is Uncaptured in the PSP and Released (sales orders are blocked for
shipment until they are released) in Business Central.
6