Integrate Zoho Books with Braintree

Braintree is an online payment service by PayPal known to offer a seamless and secure checkout experience. By integrating Zoho Books with Braintree, businesses can collect one-time card payments safely from multiple countries and currencies and seamlessly track received payments through reports.

Note:

This integration is available only for users in the United States, United Kingdom, Canada, Australia, United Arab Emirates, Kuwait, Oman, Saudi Arabia, Mexico, and Global editions of Zoho Books.
Transaction charges are applicable as per Braintree’s pricing policy. Zoho does not charge any additional fees.

Set Up Braintree

To set up Braintree in Zoho Books, you must have a Braintree account. If you don’t have an account already, you can create one and proceed with the integration.

To set up the integration:

Go to Settings and select Customer Payments under Online Payments.
Click Set Up Now next to Braintree.

Enter the following details:

Field	Description
Merchant ID	A unique ID that identifies your Braintree account. You can find this ID in your Braintree > Settings > Business.
Public Key	A key that identifies the users in your Braintree account. You can find this key in your Braintree > Settings > API > API Keys.
Private Key	A secret key used with the public key to make secure API requests. You can find this key in your Braintree > Settings > API > API Keys.
Merchant Account ID	An ID assigned to a specific merchant account in Braintree, in case you have multiple accounts. You can find this ID in your Braintree > Settings > Business.
Currency	Select the currency associated with your merchant account ID.
Client Side Encryption Key	This key encrypts payment details before sending them to Braintree. You can find this key in your Braintree > Settings > API > Client-Side Encryption Keys.
Bank Account	Select the bank account where you will receive payments.

Click Save.

You will have configured Braintree in Zoho Books.

Collect Customer Payments

Enable Payment Options

After setting up the integration in Zoho Books, enable Braintree as a payment option in invoices to receive payments.

To enable Braintree:

Go to the Invoices module.
Create a new invoice with the necessary details or click Edit on the particular invoice.
Scroll to the bottom of the page and check Braintree as a payment option.

Note: If you select multiple payment gateways, the last configured payment gateway will be used by default to receive payments.

Click Save.

Braintree will be chosen as the payment option to collect payments.

Receive Payments from Customers

After you’ve enabled Braintree as a payment option, your customers can pay through the shared link or the customer portal.

To make payments, your customers will have to:

View the invoice from the customer portal or email.
Click the Pay Now button, and they will be redirected to the payment page.
Enter their payment information and click MAKE PAYMENT.

Once the payment is successful, you will receive an email regarding the payment made by your customer, and the invoice’s status will be marked as paid.

Charge Customers

You can charge your customers manually for the invoices using their card details.

To charge manually:

Go to the particular invoice from the Invoices module.
Go to the Record Payment drop-down and select Charge Customer.
Choose the customer’s card to charge them.

Insight: If you have not saved your customer’s card, you can request payment information (recommended) or add them now.

Click Proceed.

You will have charged your customer for the invoice.

Track Transactions

In Zoho Books, you can filter and track transactions related to Braintree using the Account Transactions report.

To filter the report:

Go to the Reports module and click Account Transactions under Accountant.
Click + More Filters at the top of your report.
Select Account from the field drop-down, is in from the comparator drop-down and Braintree from the account drop-down.
Click Run Report.

Your report with the transactions related to Braintree will be generated.

Edit the Integration

If you would like to change the associated bank account or currency, you can edit your integration settings.

To edit:

Go to Settings and select Customer Payments under Online Payments.
Click Edit Settings next to Braintree and make the necessary changes.
Click Save.

Your integration settings will be updated.

Delete the Integration

If you no longer wish to use this integration, you can delete it. Before deleting, uncheck Braintree as a payment option in unpaid invoices.

Warning: Braintree is automatically enabled across all your Zoho Finance apps, so disabling it in one app will disable it in all other Zoho Finance apps.

To delete: