Adding Braintree as a Customer Payment Method
Now that Braintree has been established as a Processing Center with applicable payment methods, payment methods can be added to a customer account. This can be done on the Sales Order or Invoice screen during the execution of a transaction, or it can be added prior to this event.
Note: Assigning a payment method to a customer allows you to test the payment processing functions on both the Braintree merchant site and Acumatica.
Adding Customer Payment Methods
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Navigate to the Receivables workspace and click Customer Payment Methods.
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Click the (+) sign.
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Select a Customer ID.
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Select the Braintree Payment Method.
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Select the Cash Account associated with the Braintree Payment Method.
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Click CREATE NEW button in the Payment Method Details tab.
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The Add Payment pop-up will open.
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This is a secure hosted form.
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Enter the required credit card details.
9. Click on Submit.
10. The pop-up will close automatically and a Token will be stored in the Value field with regards to the Payment Profile ID.
