Fusion Product Documentation / Braintree Integration for Acumatica / Transactions in Acumatica Using Braintree / Braintree Payments on the Sales Order Screen

Braintree Payments on the Sales Order Screen

Processing Braintree payments via the Sales Order screen allows users to Request for Braintree Payment.

This provides you the ability to select a tokenized payment processing option.

  1. Navigate to the Sales Order Screen.

  2. Click the Plus icon to create a new Sales Order

  3. Select a Customer.

  4. Add stock items in the Document Details tab.

  5. Click Save.

    1. The Sales Order MUST have a Sales Order ID before a Payment can be created.

  6. Click the Payments tab.

  7. Click Create Payment.

    1. A dialog box will appear to add the Payment Details

      Create payment

  8. Select the Payment Method as BRAINTREE (or the name of the Payment Method ID that was created during configuration.)

    • If a Braintree payment method(s) exists for the customer already, they will populate in the Card/Account field and can be selected. Then, click Authorize or Capture to continue with the transaction.

  9. For New Cards, toggle on the New Card box.

  10. Select the Cash Account for the transaction.

    1. The default cash account selected in configuration will appear, but can be changed if multiple cash accounts were added to the payment method in configuration.

  11. Select the Processing Center ID.

    1. This will default to the Processing Center that was created during configuration.

  12. Click Authorize.

    1. A secure, hosted form will appear to enter in the Credit Card details for the customer.

      1. CC Number

      2. Expiration Date

      3. CVV

        Add payment

  13. Enter the CC Details for the Customer.

  14. Click Submit.

  15. A new payment will now appear in the Payments tab of the Sales Order with Processing Status as Pre-Authorized.

    • This will also now be reflected in Braintree as an authorized transaction.