Braintree payment method for RISE CRM

Introduction to Braintree Payment Method in RISE CRM

RISE CRM is a powerful customer relationship management system designed to help businesses streamline their sales, marketing, and customer service efforts. One of the key features of RISE CRM is its ability to integrate with various payment gateways, allowing businesses to accept payments from customers through the platform. In this tutorial, we will explore how to set up and use the Braintree payment method in RISE CRM.

What is Braintree?

Braintree is a popular payment gateway service that allows businesses to accept credit card and other payment methods from customers. Braintree provides a secure and reliable way to process transactions, and it is widely used by e-commerce businesses and other organizations.

Why Use Braintree with RISE CRM?

RISE CRM and Braintree can be integrated to provide a seamless payment experience for customers. With Braintree, you can accept a wide range of payment methods, including credit cards, PayPal, and Apple Pay. The integration with RISE CRM allows you to store payment information securely and process payments through the platform.

Prerequisites

Before you start, make sure you have the following:

• A RISE CRM account
• A Braintree account
• Your Braintree API credentials (merchant ID, public key, and private key)

Tutorial: Setting up Braintree Payment Method in RISE CRM

Step 1: Create a Braintree Gateway in RISE CRM

To set up the Braintree payment method, you need to create a Braintree gateway in RISE CRM. Follow these steps:

1. Log in to your RISE CRM account and navigate to the "Settings" section.
2. Click on "Payment Gateways" and then click on the "Add Gateway" button.
3. Select "Braintree" from the list of available gateways.
4. Enter your Braintree API credentials (merchant ID, public key, and private key) and click "Save".

Step 2: Configure Braintree Settings

After creating the Braintree gateway, you need to configure some settings. Follow these steps:

1. In the "Payment Gateways" section, click on the "Edit" button next to the Braintree gateway.
2. In the "Braintree Settings" section, you can configure the following settings:
   • Sandbox Mode: Enable or disable sandbox mode.
   • Currency: Select the currency used for transactions.
   • Test Mode: Enable or disable test mode.
3. Click "Save" to save the changes.

Step 3: Create a Payment Method

To create a payment method, follow these steps:

1. Navigate to the "Accounts" section and click on the "New Account" button.
2. Fill in the account information and click "Save".
3. In the "Payment Method" section, click on the "Add Payment Method" button.
4. Select "Braintree" as the payment method and enter the payment information (credit card number, expiration date, etc.).
5. Click "Save" to save the payment method.

Step 4: Process a Payment

To process a payment, follow these steps:

1. Navigate to the "Accounts" section and select an account.
2. In the "Payment Method" section, click on the "Process Payment" button.
3. Enter the payment amount and click "Submit".
4. The payment will be processed through Braintree and the status will be updated in RISE CRM.

Conclusion

In this tutorial, you have learned how to set up and use the Braintree payment method in RISE CRM. You have created a Braintree gateway, configured the settings, created a payment method, and processed a payment. With this integration, you can accept payments from customers securely and efficiently through RISE CRM.