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Overview

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title	Prerequisites

Prerequisite alert!

Before Braintree Payments can be offered to your customers, your website must be running version 4.30+, and you'll need a merchant account with Braintree. Contact C ommerce Vision to request a site version upgrade.

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Once Braintree Payments has been implemented and enabled for your site by Commerce Vision, settings for the Braintree feature, every available payment option, vaulting (saving payment for future use), and fraud protection can be configured.

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title	Vaulting

Vaulting refers to saving of a customer payment for future use. Another name for this is tokenisation. Typically this is used in two purchasing scenarios: recurring billing such as for subscription products and future purchases so customers do not have to re-enter payment details.

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MultiExcerptName	Feature Overview

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Braintree is a multi-payment option system for web and mobile.

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Navigate to Settings → Payment & Checkout → Braintree Payment.
If the Available in CMS toggle is not enabled, toggle it on.

Click Configure.

Configure General Settings for Braintree Payments. NOTE - the Overrides feature can be used instead of global settings when offered.

To enable Braintree for all Users on your site, toggle ON Enable Braintree Payment. TIP - Leave this global toggle off and add Role Overrides if Braintree is to be offered only to specific roles, e.g., B2C customers.

In Mode, select 'Sandbox' if you are on the testing Stage site or 'Production' on the live site.

Enter credentials for either 'Sandbox' or 'Production'. You will need the following from your Braintree account:
Merchant - Merchant ID
Public - Public Key
Private - Private Key
CHECK WHAT ABOUT MERCHANT ACCOUNT ID
If
your site will be using Braintree's fraud protection tools
you want to allow Users to be able to delete a saved (vaulted) payment, toggle ON Allow Vault Management
. CHECK
If your site ...
. When this setting is enabled, an Edit link displays next to each payment mode.
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When the User clicks on Edit, the delete option appears for each payment. The User can click it to remove the saved payment.
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If you want the saved payment at the top of the list to be preselected when the User goes to Payment during checkout, toggle ON Preselect Vaulted Payment Method. CHECK. The preselected payment is foregrounded and has a tick Image Addednext to it. If OFF, the last saved payment will be preselected.
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If ... Show Default Payment Method First. CHECK

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The next step is to configure each payment option offered on you want your site to offer. You will notice there are a number of payment options available, each of which is can be individually enabled or disabled at any time to suit your business requirements. NOTE - each option you select to enable used must also be turned on in your Braintree account. CHECk CHECk

The All enabled Braintree payment methods will display under a common Payment Methods tab during checkout. TIP - you can change the title tab name 'Payment Methods' in the Checkout Payments Options Widget.

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Credit Card Settings

Braintree Payments is currently set up to accept Visa, Mastercard and American Express. Specific settings are not required to accept each option as that is done by Braintree. You can decide whether successfully used credit cards should be saved for future purchases or not by default, or to allow the User to decide.

Enable Credit Card - toggle ON to offer payment by credit card on your site. The credit cards currently accepted by Braintree (Visa, Mastercard, American Express) are automatically listed.
Allow Vault Credit Card - toggle ON to allow a credit card to be saved for ready use in the future.automatically save a credit card for a User when first successfully used on your website. Saved cards will instantly be offered for future purchases without the need to re-enter details. The User just needs to click on the card to re-use it. If this setting is OFF, credit cards are used only for one time purchases and will not be saved.
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Allow Vault Credit Card Override - CHECk toggle ON to display a Save card checkbox when a new credit card is being entered. This allows Allow Vault Credit Card to be overridden by the User, who can untick the checkbox.
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Require Credit Card Holder Name - toggle ON if you want the credit card holdercardholder's name must to be entered during the payment process. TIP - if this setting is OFF, the Cardholder field for the transaction record in Braintree will be left blank.