Braintree Settings
Overview
Braintree Settings – Business Overview
Braintree Settings is used to manage and control how your organization accepts and processes online payments through the Braintree payment service. This document acts as the central place where your business defines how payment transactions are authorized, processed, and tracked within Dafater.
It ensures that customer payments made via cards or digital wallets are handled smoothly, securely, and in line with your company’s payment policies.
Purpose in Business Operations
Braintree Settings enables your business to:
- Accept online payments from customers in a reliable and structured way
- Connect sales, invoices, subscriptions, or customer orders with real-time payment processing
- Ensure consistent payment handling across all customer-facing channels
Without properly configured Braintree Settings, your organization would not be able to collect payments through this payment provider inside Dafater.
Prerequisites and Setup Requirements
Before using Braintree Settings, the following should be in place:
- An active business account with Braintree
- Approval from your finance or accounting team to use Braintree as a payment method
- Defined business rules for:
- Accepted currencies
- Payment authorization and settlement
- Refund and chargeback handling
This setup is typically handled once and reviewed periodically.
Typical Workflow and Business Fit
Initial Configuration
Finance or system administrators complete the Braintree Settings to link Dafater with the Braintree payment service.Activation for Transactions
Once enabled, Braintree becomes available as a payment option for customer transactions.Customer Payment
Customers choose Braintree during checkout or invoice payment and complete their payment securely.Business Recording
Payments are automatically reflected against the relevant sales, invoices, or subscriptions, keeping financial records accurate.Ongoing Monitoring
Finance teams monitor payment success, failures, refunds, and settlements as part of daily operations.
Key Business Scenarios Where It Is Essential
- Online Sales: Businesses selling products or services online and needing card or wallet payments
- Recurring Billing: Subscription-based models requiring automated, repeat payments
- Customer Invoicing: Allowing customers to pay invoices digitally instead of manual bank transfers
- International Transactions: Businesses serving customers across regions and currencies
In all these scenarios, Braintree Settings ensures payments are fast, secure, and traceable.
Important Considerations for Users
- Only authorized finance or administrative staff should manage Braintree Settings
- Any changes can directly affect live customer payments, so updates should be planned carefully
- Regularly review settings to align with updated pricing, compliance rules, or business policies
- Ensure customer communication is clear if Braintree is added, removed, or temporarily unavailable
In summary, Braintree Settings is a critical business document that enables secure, efficient, and scalable online payment processing, directly supporting revenue collection and customer satisfaction in Dafater.
Basic Information
- Module: Payment Gateways
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| gateway_name | Payment Gateway Name | Data | ✓ | Company | Display name for Braintree gateway in Dafater payments. |
| merchant_id | Merchant ID | Data | ✓ | - | Unique Braintree merchant identifier provided for transaction processing. |
| public_key | Public Key | Data | ✓ | - | Public API key used to authenticate Braintree requests. |
| private_key | Private Key | Password | ✓ | - | Secure private key for authorizing sensitive Braintree operations. |
| use_sandbox | Use Sandbox | Check | - | Enable sandbox mode for testing payments without real transactions. | |
| header_img | Header Image | Attach Image | - | Image displayed on hosted payment pages for branding. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |