Braintree Payments via the Invoices Screen
Processing Braintree payments via the Invoices screen provides you with the ability to apply a payment method on the Invoices screen.
Note:
- This gives you the ability to add, modify, or remove a Sales Order without having to exit the Invoices screen.
Process
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Go to the Sales Order screen.
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Create a new Sales Order or open an existing Sales Order.
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Click Create Shipment.
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The Shipment screen will open with the newly created shipment.
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Click Confirm Shipment.
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The Shipment will be confirmed.
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Click Prepare Invoice.
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The Invoices screen will appear.
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Click the Applications tab.
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Click Create Payment.
Creating a payment Select the Payment Method as BRAINTREE (or the name of the Payment Method ID that was created during configuration).
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If a Braintree payment method already exists for the customer, the information will populate in the Card/Account field and can be selected. Then, click Authorize or Capture to continue with the transaction.
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For New Cards, toggle on the New Card box.
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Select the Cash Account for the transaction.
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The default cash account selected in the configuration will appear, but this can be changed if multiple cash accounts were added to the payment method in the configuration.
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Select the Processing Center ID.
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This will default to the Processing Center that was created during configuration.
Select the Processing Center ID
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Click Authorize.
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A secure, hosted, form will appear to enter the Credit Card details for the customer.
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CC Number
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Expiration Date
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CVV
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Enter the CC Details for the Customer.
Click Submit.

- 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.
- Capture or Void payment
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When ready to Capture payment, select the payment in the table on the Payments tab.
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Click Capture.
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The successful capture of the transaction will render a Processing Status of Captured and the invoice may now be released.
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This will now be reflected in Braintree as Submitted for Settlement.
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If the payment must be voided, select the payment in the table on the Payments tab.
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Click Void Card Payment.
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The payment will be voided and the unpaid balance will be updated.
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This will now be reflected in Braintree as a cancelled transaction.
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Click Save.
Note: The invoice can now be released with the completed payment.