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
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Go to the Receivables workspace.
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Click Payments & Applications.
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Click the (+) sign.
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Ensure the Document Type is set to Payment.
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Select a Customer.
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Select a Payment Method.
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The Braintree designated Payment Method should be selected.
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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.
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Select a Cash Account.
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If adding a payment to an Invoice, select the Document Type to be added to the Application in the Document Details Tab.
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Enter the Reference Number for the associated document.
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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.
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Click Save.
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In the Payment Amount field, enter the value of the payment to be applied to the document.
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Click the Actions button and click Authorize.
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The transaction will be Authorized with Braintree as the payment method and associated processing center are with Braintree.
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Click the Credit Card Processing Info tab to view the payment process details.
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When ready to Capture, click the Actions button and click Capture.
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The transaction will be captured, and the details can be found in the Credit Card Processing Tab.
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If a payment needs to be voided, click the Actions button and click Void Payment.
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The Payment will be voided.
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Braintree Card Payment Refunds on the Payments & Applications Screen
Additionally, Braintree card payments can be refunded on the Payments & Applications screen.
PROCESS
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Go to the Receivables workspace.
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Click Payments & Applications.
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Click the (+) sign.
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Ensure the Document Type is set to Customer Refund.
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Select a Customer.
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Select a Payment Method.
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The Braintree designated Payment Method should be selected.
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Select a Cash Account.
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Select the Original Transaction ID.
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This will be the transaction ID of the transaction completed by Braintree.
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Go to the Document Details tab.
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Set the Document Type to Payment.
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Enter the Reference Number for the associated document.
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This will be the completed, captured payment that is being refunded.
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Click Save.
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In the Payment Amount field, enter the value of the refund to be applied to the document.
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Click the Actions button and click Refund.
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Click the Credit Card Processing Info tab to view the payment process details.