Braintree Payments via the Cash Sales Screen
Processing Braintree payments via the Cash Sales screen provides the ability to apply a payment method from the Cash Sales screen.
Note:
- This allows you to add, modify, or remove a Sales Order without having to exit the Cash Sales screen.
- To Process Cash Sales with Braintree, the customer must already have a card with the Braintree payment method on their account. If no card exists, the Cash Sale will not be able to proceed.
- Ensure you have a card added to your account from a previous transaction, or add a new card via the Customer Payment Methods Screen.
Process
-
Go to the Receivables workspace.
-
Click Cash Sales.
-
Click the (+) sign.
-
Select a Customer.
-
Select the Payment Method.
-
Select the Braintree Payment Method associated with the customer.
-
-
Select the Card/Account.
-
Select the Cash Account.
-
Go to the Document Details tab.
-
Add at least one item.
-
Add the Quantity.
-
Add the Unit Price.
-
-
Click Save.
-
Click the Actions button and click Authorize.
Click Authorize, then Capture
The transaction will be Authorized with Braintree as the payment method and associated processing center are with Braintree.
- Click the Credit Card Processing Info tab to view the payment process details.
- When ready to Capture, click the Actions button and click Capture.
- The transaction will be captured, and the details can be found in the Credit Card Processing Tab.
Details can be found in the Credit Card Processing Tab. -
If a payment needs to be voided, click the Actions button and click Void Payment.
-
The Payment will be voided.
-