Get the Braintree credentials

1. Create a new user specifically designated as the API user. Please refer to this article.

2. Log into your production account as the API user to obtain your API credentials.

3. Below are needed to connect Payment Center with Braintree:

• Production Merchant ID

• Production Public Key

• Production Private Key

• Braintree Client Token

• Merchant Account ID

Payment Center Settings

1. Login to your Salesforce account and go to Payment Center Settings tab.

2. Locate Add Processor component or create New from Payment Processors related list.

3. Select Braintree from the payment processors dropdown list and enter Merchant ID, Public Key, Private Key, Client Token and Merchant Account ID.

4. Click Save.

Additional Settings

1. Require CVV2 - check this box if you require the security code (CVV2) for every payment

2. Enable Tokenization - more information on tokenization here

3. Require Billing Address - check this box to require the billing address when paying by credit card

Testing

1. From Processor Settings, switch to Test Mode by switching the toggle to Test and provide your Test Credentials to configure the integration for testing purposes.

2. Alternatively, you can use the Payment Center pre-installed Braintree test account by ticking the Use Kulturra Test Account checkbox.

3. Check Use As Default. Your Braintree integration within Salesforce is now configured for testing. Live flag should be unchecked.

4. To do a test payment (test environment), go to an unpaid invoice, click Pay Invoice.

5. User has an option to pay using Credit Card or PayPal.

6. For Credit Card, use the following credit card information:

• Credit Card Type: Visa 

• Name on Card: Any Name

• Credit Card Number: 4111111111111111

• Expiration: 12/25

7. Follow onscreen instructions until you successfully process the payment.

Going Live

To go live, check Live and Use As Default boxes in your processor settings

Transactions

Users can perform below transactions in Payment Center app with Fortis as your processor:

• Pay using credit card - Charge/Authorization

• Pay using Paypal

• Pay using profile

• Capture payment

• Void payment

• Refund payment

• Tokenize profile

Turn off Paypal in Braintree

User's can turn off the Paypal option from the Payment Screen by turning off the Paypal Portal settings.

• Login to Paypal portal

• Go to Settings

• Account Settings

• Processing Options

• Under Payment Methods, set the flag to off

Availability: Spring '24