Braintree Payment Gateway Integration Guide

Braintree Payment Gateway Detailed Documentation

Braintree integration in Dash SaaS enables businesses to accept online payments directly within their platform by connecting their Braintree account through the settings panel.

Supported Countries: United States, Canada, Australia, Singapore, Hong Kong SAR, Malaysia, New Zealand, all European countries

Supported Currencies: USD, EUR, GBP, CAD, AUD, NZD, HKD, CHF, NOK, SEK, JPY, ZAR, and more

Benefits of Braintree Payment Gateway

  • Secure Payment Handling: All transactions are protected with Braintree’s advanced security features, ensuring safe and encrypted payments within Dash SaaS.
  • Multiple Payment Options: Users can pay through cards, bank transfers, and other methods, offering flexibility and convenience for different customer preferences.
  • International Accessibility: With global support, businesses using Dash SaaS can accept payments from customers around the world.
  • Smooth User Experience: The integration ensures a seamless and intuitive payment process within Dash SaaS, reducing friction and improving satisfaction.
  • Reliable System Support: Braintree provides dependable uptime and responsive support, which complements Dash SaaS’s operational reliability for uninterrupted transactions.

How to Access Braintree Add-On?

  • Visit the WorkDo Dash website: Go to workdo.io to access the WorkDo Dash platform
  • Navigate to Dash SaaS Add-Ons: Explore the “Dash SaaS Add-Ons” section on the website to discover available Add-Ons.
  • Discover Braintree Add-On: Browse the list of available Add-Ons and find the “Braintree Payment Gateway”
  • Activate the Add-On: Click the “Activate” button next to the Braintree Add-On to enable it for your WorkDo Dash account.

How does Braintree Works?

Braintree integration in Dash SaaS enables businesses to accept online payments directly within their platform by connecting their Braintree account through the settings panel. Once integrated, users can offer customers a variety of payment options such as cards, bank transfers, and more, all processed securely via Braintree’s encrypted gateway. Transactions are automatically tracked and recorded within Dash SaaS, providing real-time visibility and simplifying financial management. The integration requires minimal setup and ensures a smooth, reliable, and secure payment experience for both businesses and their customers.

Super Admin Settings (Plan Purchase by the Company):

The “Super Admin Settings” are typically accessible to the highest-level administrator or super administrator within a software platform or system. These settings allow the super admin to manage various aspects of the company’s usage and subscription plans. This may include:

  • Purchasing or upgrading subscription plans for the entire company.

Here, you can manage the payment gateway keys from the “Settings” of the Super Admin Login.

Braintree

Company Settings (Invoices, Retainer, etc. Payment):

“Company Settings” in the context of invoices, retainers, and payments refer to the configuration options available to a company or organization for managing financial transactions. These settings may include:

  • Configuring invoice templates and customization options.
  • Setting up payment gateways for accepting payments from clients or customers.
  • Defining retainer or deposit policies for services or products.
  • Managing tax settings and compliance.
  • Setting payment terms and conditions
  • This Payment Gateway Supports

Here, you can manage the payment gateway keys from the “System Settings” under “Settings” of the Company Login.

Braintree

How to Generate Credentials

To integrate Braintree with WorkDo Dash, obtain API credentials from your Braintree Portal:

1. Register an Account

2. Access Your API Credentials

  • After logging in, navigate to your settings from the header menu.
  • Locate the “API” section.
  • Obtain your Merchant ID, Public Key, and Private Key.

3. Configure Braintree Gateway in (Product Name):

  • Log in to your (Product Name) account with administrator credentials.
  • Navigate to the settings page.

4. Set Up Braintree Gateway :

  • Scroll down the page until you find the Braintree Gateway option.
  • Click on the Braintree Gateway to access its configuration settings.

5. Enter Required Details :

  • In the Braintree settings, provide the following essential details :
  • Braintree Merchant ID
  • Braintree Public Key
  • Braintree Private Key
Braintree
Braintree

6. Save Your Settings

  • After entering the necessary details, save the settings to activate the Braintree Payment Gateway within your Dash SaaS platform.

This detailed documentation overviews Braintree Payment Integration, its benefits, and the integration process. By integrating Braintree, businesses and organizations can offer their customers a secure and flexible payment experience while streamlining their payment processes.

Note: The Braintree Add-On is a paid feature and can be accessed by users who have purchased it. By integrating the Braintree Add-On into your WorkDo Dash SaaS account, you’ll provide a reliable and user-friendly payment gateway that supports global transactions.

Contact Us

Reach Out to Us

Have questions or need assistance? We're here to help! Reach out to our team for support, inquiries, or feedback. Your needs are important to us, and we’re ready to assist you!

money-back-img
money-back-img

Need more help?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

Love what you see?

Do you like the quality of our products, themes, and applications, or perhaps the design of our website caught your eye? You can have similarly outstanding designs for your website or apps. Contact us, and we’ll bring your ideas to life.

WorkDo Custom Services