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Braintree Payments on the Payments and Applications Screen

Braintree Payments on the Payments and Applications Screen

Processing Braintree payments via the Payments & Application screen provides the ability to apply a payment method from the Payments & Application screen.

Note: This gives you the ability to add, modify, or remove a Sales Order without having to exit the Payments & Application screen.

Process

  1. Go to the Receivables workspace.

  2. Click Payments & Applications.

  3. Click the (+) sign.

  4. Ensure the Document Type is set to Payment.

  5. Select a Customer.

  6. Select a Payment Method.

    1. The Braintree designated Payment Method should be selected.

    2. If adding a new card, toggle on the New Card button, and upon authorize or capture, the hosted form will appear to add new card information.

  7. Select a Cash Account.

  8. If adding a payment to an Invoice, select the Document Type to be added to the Application in the Document Details Tab.

    1. Enter the Reference Number for the associated document.

  9. If adding a payment to a Sales Order, select the Sales Order Number to be added to the Application in the Orders To Apply tab.

  10. Click Save.

  11. In the Payment Amount field, enter the value of the payment to be applied to the document.

  12. Click the Actions button and click Authorize.

    1. The transaction will be Authorized with Braintree as the payment method and associated processing center are with Braintree.

  13. Click the Credit Card Processing Info tab to view the payment process details.

  14. When ready to Capture, click the Actions button and click Capture.

    1. The transaction will be captured, and the details can be found in the Credit Card Processing Tab.

  15. If a payment needs to be voided, click the Actions button and click Void Payment.

    1. The Payment will be voided.

Braintree Card Payment Refunds on the Payments & Applications Screen

Additionally, Braintree card payments can be refunded on the Payments & Applications screen.

PROCESS

  1. Go to the Receivables workspace.

  2. Click Payments & Applications.

  3. Click the (+) sign.

  4. Ensure the Document Type is set to Customer Refund.

  5. Select a Customer.

  6. Select a Payment Method.

    1. The Braintree designated Payment Method should be selected.

  7. Select a Cash Account.

  8. Select the Original Transaction ID.

    1. This will be the transaction ID of the transaction completed by Braintree.

  9. Go to the Document Details tab.

  10. Set the Document Type to Payment.

  11. Enter the Reference Number for the associated document.

    1. This will be the completed, captured payment that is being refunded.

  12. Click Save.

  13. In the Payment Amount field, enter the value of the refund to be applied to the document.

  14. Click the Actions button and click Refund.

  15. Click the Credit Card Processing Info tab to view the payment process details.