Braintree Documentation

Step 1: Introduction

Braintree is an application which is embedded in Linnworks, and developed by Ebusiness Guru Ltd.

It is used to take payments for Direct orders in Linnworks. Customer can also check how many orders have had their payment taken via Braintree as well.

Step 2: How to install the Braintree App in Linnworks

To use Braintree, you must first install it from within Linnworks.net

a) Login to Linnworks.net
b) Select Settings in the left-hand menu bar
c) Select the Application Store option
d) Click on “Braintree Payment for Linnworks”
e) Click on Install

Step 3: How to open the Braintree App

You must be logged in to Linnworks.net.
In the left-handmenu, there are buttons for different tools. Select the one at the bottom labeled Braintree.
The first time you open the App, the Registration page will open.
Tick to show you have read the Terms and Conditions.
Press the Register Now button to proceed.
You will need to configure a Braintree account (Step 6)

Step 4: Home Screen

The Home screen has the following option headings:

a) Braintree Configuration
b) Email Setting
c) Braintree Direct Orders
d) Braintree Payment History
e) Purchase Credit
f) Invoice
g) Documentation

Step 5: Linnworks Direct Orders

This is the starting view when you open the App.
Here, you will find a list of Direct Orders with the payment status Not Paid in Linnworks Open Orders.

a) View Order :

This displays the order contents.

b) Pay :

The pay button allows you to take payment for a Linnworks Direct order in the list.
This takes you to a confirmation page. Press the Pay Now button to continue.

This takes you to the payment screen, where you can enter the payment card details.

Once the card details have been entered correctly,the Pay Now button at the bottom will be active, and show the amount to be paid.
Once the Pay Now button is pushed, payment is transferred to your Braintree account and you return to the Braintree Direct Orders screen.
User want to take another payment then follow same process.

c) Send Braintree Invoice:

from a list of orders, any order payment user wants to request payment via email to Customer, then they have to press Send Braintree Invoice button.

Step 6: Braintree Configuration

You will be directed to the Braintree Page(https://sandbox.braintreegateway.com/login?_ga=2.66698990.1913877755.1497860986-1012548539.1497857268), Where you will need to click on Log In.

This will redirect you to the Braintree Log In page.
Choose any one either Production and Sandbox.
If you have a Braintree account, then you can enter your registered Email address and Password, before pressing the Log in to your account button.
If you don’t have a Braintree account, then you will need to click on the Sign Up link underneath in home page.

After successfully logging in, you will be redirect to the Braintree Dashboard.
In the Up panel, select the Setting in Users and roles.

You will need to Show your Braintree account details.
Click Edit Button.

After Edit Button you will Show View Authorizations.
Click View Authorizations.

After Link of View Authorizations you will Show Public Key and Private Key in Click View Link.

The next screen will show your account’s Public key, Private key and Merchant ID for Test and Live services.
Please take note of your Live keys for your Braintree Configuration in the App.

Enter them as below, then click on Save.

Step 7: Email Setting

In Email Setting you are offered two options:

A) Email Account Configuration:

In the Email Account Configuration option, you can Configure the email server configuration.

Enter the SMTP server address, the Port Number, confirm if SSL Security and SMTP Authentication is required.
Enter the User Name, Password for the account and the From Name which will be used when email is sent from the account.
Reply to address specifies the address that will receive customer’s replies, if different to the address used to send.
Test your configuration and Save it.

B) Email Template Configuration:

We can set up different Message Body
Logo: upload Logo which is display in email.
Subject Tag: Specifies an order field that can be used in the email subject. Click Add to insert it into the Email Subject field.

I. Email Subject: Mixes text and information from the order itself using Subject Tag to display a custom subject for each email.
II. Body Tag: Specifies an order field that can be used in the email body. Click Add to insert it into the Email Body.
III. Email Body: Starts with a predefined message. This can be customized with your own text, as well as with information from the order using Body Tags.

Remember to press Save to ensure you don’t lose your work on the email

Step 8: Braintree Payment History

This page displays a list of payments on your Braintree account.
To narrow down the period covered, or to change it, adjust the 2 Dates at the top of the screen to specify the Start and End date.
Click View Report.

Step 9: Purchase Credit

Payment confirmation SMS messages can be sent using credits. There are several subscription levels you can choose, each corresponding to a different monthly credit balance.

If you have run out of credits, or are just starting, you can click on the subscription you need.

If you’re partway through the month and upgrade, your account will be credited with the difference between the the credits you have used this month and the new monthly allowance.

Click on the Submit button.

Step 10: Invoice

Step 11: Documentation

This link takes you to this User Manual.

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