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Braintree Payments via the Invoices Screen

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

  1. Go to the Sales Order screen.

  2. Create a new Sales Order or open an existing Sales Order.

  3. Click Create Shipment.

    1. The Shipment screen will open with the newly created shipment.

  4. Click Confirm Shipment.

    1. The Shipment will be confirmed.

  5. Click Prepare Invoice.

    1. The Invoices screen will appear.

  6. Click the Applications tab.

  7. 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).

    1. 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.

  8. For New Cards, toggle on the New Card box.

  9. Select the Cash Account for the transaction.

    1. 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.

  10. Select the Processing Center ID.

    1. This will default to the Processing Center that was created during configuration.

      Select the Processing Center ID

  11. Click Authorize.

    1. A secure, hosted, form will appear to enter the Credit Card details for the customer.

      1. CC Number

      2. Expiration Date

      3. CVV

  12. Enter the CC Details for the Customer.

Click Submit.

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

  1. When ready to Capture payment, select the payment in the table on the Payments tab.

  2. Click Capture.

  3. The successful capture of the transaction will render a Processing Status of Captured and the invoice may now be released.

    1. This will now be reflected in Braintree as Submitted for Settlement.

  4. If the payment must be voided, select the payment in the table on the Payments tab.

  5. Click Void Card Payment.

  6. The payment will be voided and the unpaid balance will be updated.

    1. This will now be reflected in Braintree as a cancelled transaction.

  7. Click Save.

Note: The invoice can now be released with the completed payment.

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