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Overview


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 Commerce Vision to request a site version upgrade.


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.    

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. 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. 
 


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


 

Step by Step Guide

1. Configure General Settings 


NOTE - 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.


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. 

      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 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.

2. Configure payment options 

The next step is to configure each payment option 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 option you enable used must also be turned on in your Braintree account. 

Your Braintree account will allow you to automatically offer credit card payments. To include PayPal, Google Pay or Apple Pay, your business must also have accounts with the respective providers.  CHECk 


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

Credit Card Settings

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. 
  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.
    1. Allow Vault Credit Card sets the default vaulting option when a credit card is used successfully. 

    2. 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. 



      		Allow Vault Credit Card
      Allow Vault Credit Card OverrideONOFF
      ON

      Default vault: yes

      Checkbox: displayed, not ticked

      • A card will be saved by default unless the User unticks the checkbox. 

      Default vault: no

      Checkbox: displayed, ticked

      • 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.
    3. 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 Braintree will be left blank.   

PayPal Settings

Braintree Payments is set up to accept PayPal payments, including Pay in 4. 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.

     In the Payments panel during checkout, 'PayPal' displays as an option under Payment Methods.

     

    When the User clicks on PayPal, the PayPal button is displayed. 

    When the PayPal button is selected, the secure PayPal login box is displayed.

    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. 

    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

Braintree Payments is set up to accept Google Pay.

Sandbox testing

For Sandbox testing, Google Pay requires a real credit card. However, no funds will be taken from the card during processing. 


  1. To enable Google Pay on your website, toggle ON Enable Google Pay. 



  2. In Google Pay Merchant ID, enter your Google Merchant ID from your Google Pay account. 

  3. Click Save.


Apple Pay Settings

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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

 

Minimum Version Requirements


4.30

Prerequisites


Braintree Account

Self Configurable


Yes

Business Function


Payment Types

BPD Only?


Yes

B2B/B2C/Both


Both

Ballpark Hours From CV (if opting for CV to complete self config component)


Contact Commerce Vision

Ballpark Hours From CV (in addition to any self config required)


Contact Commerce Vision

Third Party Costs


Fees may apply

CMS Category


Payment & Checkout


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