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Overview

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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, an Edit link displays next to each payment mode.  
    
   
   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  ... If you want the User's default payment option set in Braintree to be displayed as first payment option, toggle ON Show Default Payment Method First. CHECK

2. Configure payment options 

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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 successfully used credit cards should be saved for future purchases by default, or allow the User to decide. 

1. Enable Credit Card - toggle ON to offer payment by credit card on your site. 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. 
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2. 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. 
  • Allow Vault Credit Card Override allows the User to override the default option set in Allow Vault Credit Card. If 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. 
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	Allow Vault Credit Card
	ON	OFF
Allow Vault Credit Card Override
ON	Default vault: yes Checkbox: displayed, not preselectedticked A card will be saved by default unless the User unticks the checkbox.	Default vault: no Checkbox: displayed, preselectedticked A card will not be saved by default but the User can tick the checkbox to save it.
OFF	Default vault: yes Checkbox: not displayed A card will be saved by default. The User cannot override this.	Default vault: no Checkbox: not displayed The card will be not be saved. The User cannot override this.

Toggle ON to vault credit cards when the User makes a successful payment. Vaulted cards will automatically be offered for future purchases without the need to re-enter details. The User just needs to click on the card to select it. If

this

setting is OFF, credit cards will not be vaulted by default. 
Image Removed Allow Vault Credit Card Override - overrides the Allow Vault Credit Card setting. 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 cardholder's name to be entered during the payment process. TIP - if this setting is OFF, the Cardholder field for name in the transaction record in Braintree will be left blank.   

PayPal Settings

Braintree Payments is set up to accept PayPal payments. Your business must have a PayPal account set up and have PayPal enabled as a payment option in your Braintree account.

1. Enable PayPal: toggle ON to offer PayPal on your site.
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Enable PayPal

Allow Vault PayPal

1. Info

   In the Payments panel during checkout, 'PayPal' displays as an option under Payment Methods.  Image Added When the User clicks on PayPal, the PayPal button is displayed.  Image Added When the PayPal button is selected, the secure PayPal login box is displayed. Image Added After logging in and selecting PayPal payment option, the User is returned to your website. The PayPal account with login ID appears in the Payments panel.  Image Added The User clicks Process Payment to complete payment for the order. If Allow Vault PayPal is enabled, a successful PayPal account will be saved.

   
   

2. Allow Vault PayPal: toggle ON to automatically save a successful PayPal payment. 

Google Pay Settings

Enable Google Pay

Google Pay Merchant ID

Apple Pay Settings

3. Fraud Protection Settings for Order Payment

Braintree Payments has three fraud protection modes that can be set. 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.) 

1. In Braintree Payment Settings, scroll down to the Fraud Protection Settings for Order Payment section.
   
   
2. In Fraud Protection Mode, select Basic, Advanced or Kount.  
   
   
3. In Treat Decision 'Not Evaluated' As, select 'Review' or 'Approve'. 
   
   
4. In Treat Decision 'Escalate' As, select 'Review' or 'Approve'.
   
   
5. To use 3D Secure, toggle ON Enable 3D Secure.
6. If using 3D Secure, select an option from the 3D Secure Review Status List.

Additional Information

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