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  1. Navigate to SettingsPayment & CheckoutBraintree Payment.
  2. If the Available in CMS toggle is not enabled, toggle it ON. 

  3. Click Configure.

  4. Configure General Settings for Braintree Payments. NOTE - the Overrides feature can be used instead of global settings when offered.
      
    1. To enable Braintree for all Users on your site, toggle ON Enable Braintree Payment. TIP - Leave this global toggle off and add Role Overrides if Braintree is to be offered only to specific roles, e.g., B2C customers. 

    2. In Mode, select 'Sandbox' if you are on the testing Stage site or 'Production' on the live site. 

      Info

      The sandbox is an entirely separate environment from your production account. Nothing created in the sandbox (e.g. processing options, recurring billing settings) will transfer to production. Your login information, merchant ID, and API keys will also be different. 


    3. Enter credentials for either 'Sandbox' or 'Production'. You will need the following from your Braintree account:
      -
       Merchant ID
      - Public Key
      - Private Key 
      CHECK WHAT ABOUT MERCHANT ACCOUNT ID Merchant ID - this is the default ID used to verify the account. If your business has 
      several Merchant Account IDs and you want to specify one of them, enter it in the Merchant Account ID field.  
      - Public Key 
      Private Key 
      - Merchant Account ID - leave blank if the ID in Merchant ID is to be used.

  5. If you want to allow Users to be able to delete a saved (vaulted) payment, toggle ON Allow Vault Management. When this setting is enabled, an Edit link displays next to each payment mode.  
     

    When the User clicks on Edit, the delete option appears for each payment. The User can click it to remove the saved payment.  
       

  6. If the saved payment at the top of the list is to be preselected when the User pays during checkout, toggle ON Preselect Vaulted Payment Method. A preselected payment is foregrounded and has a tick next to it. If OFF, the last saved payment will be preselected.


  7. If  ... Show Default Payment Method First. CHECK

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Braintree Payments is currently set up to accept Visa, Mastercard and American Express. Specific settings are not required to accept each option for each credit card type as that is done managed by Braintree. You can decide whether successfully used credit cards should be saved for future purchases or not by default, or to allow the User to decide. 

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Enable Credit Card - toggle ON to offer payment by credit card on your site. The In the Payments panel during checkout, 'Pay with card' displays as an option, and the logos of the credit cards currently accepted by Braintree (Visa, Mastercard, American Express) are automatically listed. 

Allow Vault Credit Card - toggle ON to automatically save a credit card for a User when first successfully used on your website. Saved cards will instantly and Allow Vault Credit Card Override work together to determine the default vaulting setting and whether Users are permitted to override it.


Allow Vault Credit Card
ONOFF
Allow Vault Credit Card Override

ON

Default vault: yes

Checkbox: displayed, not preselected

  • A card will be saved by default unless the User unticks the checkbox.  

Default vault: no

Checkbox: displayed, preselected

  • A card will not be saved by default but the User can tick the checkbox to save it. 
OFF

Default vault: yes

Checkbox: not displayed

  • A card will be saved by default. The User cannot override this.

Default vault: no

Checkbox: not displayed

  • The card will be not be saved. The User cannot override this.

Toggle ON to vault credit cards when the User makes a successful payment. Vaulted cards will automatically be offered for future purchases without the need to re-enter details. The User just needs to click on the card to re-use select it. If this setting is OFF, credit cards are used only for one time purchases and will not be savedvaulted by default
 

Allow Vault Credit Card Override - overrides the Allow Vault Credit Card setting. toggle ON to display a Save card checkbox when a new credit card is being entered. This allows Allow Vault Credit Card to be overridden by the User, who can untick the checkbox.   

Require Credit Card Holder Name - toggle ON if you want the cardholder's name to be entered during the payment process. TIP - if this setting is OFF, the Cardholder field for the transaction record in Braintree will be left blank.   

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