Articles on: Invoicing & Payments

Setting Up the Braintree Payment Plugin

In order to configure your Braintree plugin, navigate to Settings > Plugins > Payment Processors.

Click Braintree in the drop-down.

Supported Features:

One-Time PaymentsRecurringRefunds
YesYesYes


If you are utilizing Braintree, it is recommended to mark Yes next to In Signup so that your clients can pay with Braintree during the signup and payment process.



Other Options:

One-Time Payments: Select YES if you want to allow customers to make one-time payments through this payment processor.
Available in Profile Billing Tab: This plugin is available to admins in the user's profile billing tab.
Public Key: Braintree Public Key (user-specific public identifier).

NOTE: This Public Key is required if you have selected Braintree as a payment gateway for any of your clients.
In order to get it, follow these steps in your Braintree account:

Log into either the production Control Panel or the sandbox Control Panel, depending on which environment you are working in.
Navigate to Account > My User.
Under API Keys, Tokenization Keys, Encryption Keys, click View Authorizations. If no API keys appear, click Generate New API Key.
Click View under the Private Key column to see your public and private keys, merchant ID, and environment.

Private Key: Braintree Private Key (user-specific secure identifier that should not be shared – even with Braintree).

NOTE: This Private Key is required if you have selected Braintree as a payment gateway for any of your clients.
In order to get it, follow these steps in your Braintree account:

Log into either the production Control Panel or the sandbox Control Panel, depending on which environment you are working in.
Navigate to Account > My User.
Under API Keys, Tokenization Keys, Encryption Keys, click View Authorizations. If no API keys appear, click Generate New API Key.
Click View under the Private Key column to see your public and private keys, merchant ID, and environment.

Merchant ID: Braintree Merchant ID (a unique identifier for your gateway account, which is different than your merchant account ID).

NOTE: This Merchant ID is required if you have selected Braintree as a payment gateway for any of your clients.
In order to get it, follow these steps in your Braintree account:

Log into either the production Control Panel or the sandbox Control Panel, depending on which environment you are working in.
Navigate to Account > My User.
Under API Keys, Tokenization Keys, Encryption Keys, click View Authorizations. If no API keys appear, click Generate New API Key.
Click View under the Private Key column to see your public and private keys, merchant ID, and environment.

Environment: Braintree Environment (value that specifies where requests should be directed – sandbox or production).

NOTE: This Environment is required if you have selected Braintree as a payment gateway for any of your clients.
In order to get it, follow these steps in your Braintree account:

Log into either the production Control Panel or the sandbox Control Panel, depending on which environment you are working in.
Navigate to Account > My User.
Under API Keys, Tokenization Keys, Encryption Keys, click View Authorizations. If no API keys appear, click Generate New API Key.
Click View under the Private Key column to see your public and private keys, merchant ID, and environment.

Allow Paypal: Select YES if you want to allow your clients to link a paypal account.
Signup Name: Select the name to display in the signup process for this payment type. Example: eCheck or Credit Card.

Updated on: 06/03/2023

Was this article helpful?

Share your feedback

Cancel

Thank you!