Braintree Gateway Setup Guide

Advanced Billing supports Braintree Blue (v2).

We support Braintree’s older “Orange” API/platform, which they no longer use for new accounts. Existing Advanced Billing customers using Braintree Orange will continue to be supported indefinitely. New signups will automatically use Blue (v2).

MERCHANT ID, PUBLIC KEY, PRIVATE KEY, AND MERCHANT ACCOUNT ID (v2)

Your Merchant ID, Public Key and Private Key can be found under Account –> My User –> API Keys.

Your Merchant Account ID can be found under Settings → Processing –> Merchant Account ID. Advanced Billing will use your default Braintree merchant account for transactions if you do not provide a merchant account id.

Please note that Braintree accounts fall into two categories, sandbox and production. You must use the credential set from the sandbox account when your Advanced Billing Site is in test mode. Alternately, you must use the credential set from the production site when your Advanced Billing account is in live mode. For more information on the differences between Braintree accounts, please see their documentation here.

LOGIN AND PASSWORD REQUIREMENTS FOR PAYPAL

For PayPal: You must signup for Paypal via your Braintree account. Advanced Billing will add a PayPal tab in “Settings”. You must select this checkbox in your Advanced Billing account. Once you complete these steps, an option will appear on your Public Signup Pages to select “credit” or “paypal” during the signup process.

CURRENCIES & MERCHANT LOCATION

For full information on currency and merchant location support, please view our payment gateway overview page.

BRAINTREE & MULTI-CURRENCY

Braintree supports multiple currencies, although each currency has its own separate merchant account ID. With that said, Advanced Billing will use your default Braintree merchant account for transactions if you do not provide a merchant account ID within the gateway configuration. Therefore, Advanced Billing will transact ONLY in the currency of your default Braintree merchant account, REGARDLESS of the Advanced Billing currency setting. Please be sure that your currency is set to the currency of your default merchant account if not using a merchant account id, or currency of the merchant account id provided. Otherwise your customers will be shown the incorrect currency within Advanced Billing.

Merchants wishing to use Braintree and multi-currency must configure multiple Braintree gateways - one for each currency. Please use your Merchant ID, Merchant Account ID, public key and private key. The Merchant Account ID identifies the currency that is available.

DATA PORTABILITY POLICY

Braintree’s Data Portability Policy can be found here.

Customer ID is the field used for vault_token when importing.

Note: Advanced Billing only supports 3D Secure to handle the SCA requirements set in place by PSD2 for European merchants.

Braintree provides the ability for your customers to signup using their PayPal account. Most likey, you will be using the Braintree V2 gateway during configuration.

When enabled, a PayPal button will appear on the Public Signup Page. Customers will then have the option to pay by credit card or PayPal.

PayPal signups are limited to the Public Signup Page and Chargify Direct. You will not be able to sign up a Subscriber to pay with PayPal via the Advanced Billing application.

Braintree Advanced Fraud Protection

For more information on configuring Braintree’s Advanced Fraud Protection, please view our Braintree-specific documentation here.

Braintree & Paypal

For more information on configuring your Advanced Billing Site to use Braintree & Paypal, please view our Braintree-Paypal-specific documentation here.

Braintree and Chargify Direct

PayPal payments can also be used with Chargify Direct.