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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 BraintreePrerequisites:
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Overview
Once Braintree Payments has been implemented and enabled for your site by Commerce Vision, settings for the Braintree feature , including available payment options, vaulting (saving a payment for future use) and fraud protection, can be configured.
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The Customer Self Service eCommerce Platform's credit card surcharge facility and token management feature have been integrated into Braintree Payments.
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Step by Step Guide
1. Configure General Settings
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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 In Braintree Payment Settings, configure General Settings for Braintree Payments.
- 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 select 'Sandbox' if you are on the testing Stage site or 'Production' if on the live site.
Info The sandbox is an entirely separate environment from your production account. Nothing created in the sandbox Sandbox (e.g. processing options, recurring billing settings) will transfer to productionProduction. Your login information, merchant ID, and API keys will also be different.
- 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 instead of here.
- Public Key
- Private Key
- Merchant Account ID - leave blank if the ID in 'Merchant ID' is to be used.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 during checkout, Users will see an Edit link displays on the top right side.
saved payment at the top of the list
When the User clicks on Edit, the delete option function appears for each payment. The User can click on it to remove the saved payment.
If thetoggle is OFF, the Edit link is not displayed. To delete a vaulted payment, Users will need to contact your customer service and have the saved payment deleted in your Braintree account.
- If the vaulted payment is to be preselected when the User pays during checkout, toggle ON Preselect Vaulted Payment Method. A The preselected payment is foregrounded and has a tick
next to it. If this toggle is OFF, the last saved entered payment will be preselected.
If you want the nominated default payment option (set in the Braintree account) is to be displayed first paymentat the top of the list, toggle ON Show Default Payment Method First.
Tip
title To 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 as default and click Edit. Tick the Default Payment Method for Customer? checkbox.
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The next step is to configure each the payment option options your site will offer. Notice there are a number of payment options available, each of which can be individually enabled or disabled at any time to suit your business requirements. Each Note that each option you enable here must also be turned on in your Braintree account.
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Braintree Payments is currently set up to accept Visa, Mastercard and American Express. Specific settings are not required for each credit card type as that is managed by Braintree. You can decide whether the following vaulting options occur or not at checkout:
- automatically vault (save) a credit card for future purchases when it is first used successfully used, and
- allow the User to override the default setting.
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- Enable Credit Card - toggle ON to offer payment by credit card on your site. In When enabled, in the Payments panel during checkout, 'Pay with card' displays as an option, and the logos of the credit cards currently accepted are automatically listed.
- Allow Vault Credit Card and Allow Vault Credit Card Override work together to determine the default vaulting setting and whether Users are permitted to override it.
- Allow Vault Credit Card sets the default vaulting option when a credit card is used successfully. . Toggle ON to vault a card by default.
Allow Vault Credit Card Override allows the User to override the default option set in Allow Vault Credit Card. If this setting is toggled ON, a Save card checkbox is displayed for the User to override the default. Whether the checkbox is preselected or not depends on the default settings.
This table summarises the four possible vaulting configurations:
Allow Vault Credit Card Allow Vault Credit Card Override ON OFF ON Default vaulting: yes
Checkbox: displayed, not ticked
- A card will be saved vaulted by default unless the User unticks the checkbox.
Default vaulting: no
Checkbox: displayed, ticked
- A card will not be saved vaulted by default unless the User ticks the checkbox.
OFF Default vaulting: yes
Checkbox: not displayed
- A card will be saved vaulted by default. The User cannot override this.
Default vaulting: no
Checkbox: not displayed
- A card will be not be savedvaulted. The User cannot override this.
- Require Credit Card Holder Name - toggle ON if you want the cardholder's name to be entered during the payment process. TIP - If this setting is OFF, the Cardholder Name in the transaction record in your Braintree account will be left blank.
- To save your settings, click Save.
PayPal Settings
Braintree Payments is set up to accept PayPal payments, including the its Buy Now, Pay Later option - Pay in 4. Your business must have a PayPal account set up and PayPal must be enabled in your Braintree account.
To configure PayPal on your websitefor Braintree:
Toggle ON Enable PayPal to enable PayPal on your site.
Info
title When PayPal is enabled on your site... In the Payments panel during checkout, 'PayPal' displays as an option under Payment Methods.
The User clicks on PayPal and a PayPal button is displayed.
The User clicks the PayPal button. The secure PayPal login popup is displayed.
The User can log into their PayPal account and select from available payment options in PayPal. After selecting the option, the User is returned to your website. The PayPal account with login ID is displayed.
The User clicks Process Payment to complete payment for the order. If 'Allow Vault PayPal' is enabled, a successful PayPal account will be saved vaulted for future purchases.
- Allow Vault PayPal: toggle ON to automatically save a successful PayPal payment for future use.
- To save your settings, click Save.
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Braintree Payments is set up to accept Google Pay. Google Pay allows users to make contactless payments online and with Android phones, tablets or watches. Your business must have a Google Merchant Centre account set up and Google Pay must be enabled in your Braintree account.
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For Sandbox testing, Google Pay requires a real credit card. However, no funds will be taken from the card during processing and the card is not saved. |
To configure Google Pay on for your website:
Toggle ON Enable Google Pay.
- In Google Pay Merchant ID, enter your Google Merchant ID from your Google Merchant Centre account. TIP - if you are testing in Sandbox, this can be left blank.
- To save your settings, click Save.
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In the Payments panel during checkout, 'Google Pay' displays as an option under Payment Methods. The User clicks on Google Pay and a Google Pay button is displayed. The User clicks the Google Pay button to login to their Google account.
Once logged in, the secure Google Pay popup is displayed. The User selects an existing payment option or enter enters a new credit card. Once saved, the User is returned to the Payment panel on your website with the Google Pay option selected. The User clicks Process Payment to complete payment for the order.
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Apple Pay Settings
Braintree Payments is set up to accept Apple Pay. Apple Pay allows users on certain Apple devices to be implemented at a future datemake payments. Your business must have an Apple Pay Merchant account set up and Apple Pay must be enabled in your Braintree account.
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For Sandbox testing, refer to Apple's Sandbox Testing documentation for details. |
To configure Apple Pay for your website:
Toggle ON Enable Apple Pay.
- In Apple Pay Display Name, enter a meaningful name for your store Google Merchant ID from your Google Merchant Centre account.
- To save your settings, click Save.
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In the Payments panel during checkout, 'Apple Pay' displays as an option under Payment Methods. The User clicks on Apple Pay and an Apple Pay button is displayed. The User clicks the Pay button and any saved cards in the User's Apple Pay Wallet are displayed for selection. A new card can also be entered. Once a card is selected, the User undergoes any required security check, e.g., entering their Passcode.
Once security is passed, the User is returned to the Payments panel on your site with the Apple Pay option ticked. They click Process Payment to complete the order. |
3. Fraud Protection Settings for Order Payment
Braintree Payments has three fraud protection modes, and one must be selected. Information provided here is limited to setting up an option for your website. Details about fraud protection options are available from the Braintree website. (NOTE - Advanced and Kount are options that incur additional fees.) In addition, 3D Secure, which provides an extra layer of security by prompting a User to authenticate card ownership by entering a PIN, can be enabled.
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