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1. Configure General Settings 

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Note
titleNotes
  1. You will need your Sandbox or Production credentials (API keys and Merchant ID) for this step. You can retrieve these from your Braintree Sandbox or actual account.
  2. For any setting with the Overrides option Image Added, the Overrides feature can be used to configure different settings against specific Users, Roles or Customers instead of just one global one.


To configure Braintree Payment Settings:

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

  3. Click Configure.

  4. Configure General Settings for Braintree Payments. NOTE - the Overrides feature can be used instead of global settings when offered. 
      
    1. 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. 

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

      Info

      The sandbox is an entirely separate environment from your production account. Nothing created in the sandbox (e.g. processing options, recurring billing settings) will transfer to production. Your login information, merchant ID, and API keys will also be different. 


    3. Enter credentials for either 'Sandbox' or 'Production'. You will need the following from your Braintree account:
      - Merchant ID - this is the default ID used to verify the account. If your business has       several Merchant Account IDs and you want to specify one of them, enter it in the Merchant Account ID field.  
      - Public Key 
      - Private Key 
      - Merchant Account ID - leave blank if the ID in Merchant ID is to be used.

  5. If you want to allow Users to be able to delete a saved (vaulted) payment, toggle ON Allow Vault Management. When this setting is enabled, in the Payments panel, an Edit link displays on the top right side.  
     

    When the User clicks on Edit, the delete option appears for each payment. The User can click it to remove the saved payment.  
       

  6. If the saved payment at the top of the list is to be preselected when the User pays during checkout, toggle ON Preselect Vaulted Payment Method. A preselected payment is foregrounded and has a tick next to it. If OFF, the last saved payment will be preselected.


  7. If you want the default payment option set in Braintree to be displayed first payment, toggle ON Show Default Payment Method First.

    Tip
    titleTo flag as default

    To mark a payment as default, in your Braintree account, go to the Vault and find the User. Click on the payment to be marked default and click Edit. Tick the Default Payment Method for Customer? checkbox.


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