## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/es-mx/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Billing with Braintree Braintree is an online payment service by PayPal known to offer a seamless and secure checkout experience. By integrating Zoho Billing with Braintree, businesses can collect one-time card payments safely from multiple [countries and currencies](https://www.braintreepayments.com/br/product-availability/payment-details) 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 Billing. \* Transaction charges are applicable as per [Braintree’s pricing policy](https://www.paypal.com/us/enterprise/paypal-braintree-fees). Zoho does not charge any additional fees. ## Set Up Braintree To set up Braintree in Zoho Billing, you must have a Braintree account. If you don’t have an account already, you can [create one](https://www.paypal.com/us/enterprise/contact-sales) and proceed with the integration. To set up the integration: * Log in to your Zoho Billing organization. * Go to _Settings_ from the top-right corner. * Select _Payment Gateways_ under _Online Payments_. * Click **Set Up Now** next to _Braintree_. ![Set Up Braintree](/billing/images/help/images/settings/online-payments/braintree/setup-braintree.png) * Enter the following details: **Field** **Description** **Merchant ID** A unique ID that identifies your Braintree account. You can find this ID in your [_Braintree_](https://www.braintreegateway.com/login) > _Settings_ > _Business_. **Public Key** A key that identifies the users in your Braintree account. You can find this key in your [_Braintree_](https://www.braintreegateway.com/login) > _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_](https://www.braintreegateway.com/login) > _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_](https://www.braintreegateway.com/login) > _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_](https://www.braintreegateway.com/login) > _Settings_ > _API_ > _Client-Side Encryption Keys_. **Bank Account** Select the bank account where you will receive payments. * Click **Save**. Now you have configured Braintree in Zoho Billing. ## Collect Customer Payments ### Enable Payment Options After setting up the integration in Zoho Billing, enable Braintree as a payment option in invoices to receive payments. To enable Braintree in your organization: * Go to **Invoices** under _Sales_. * [Create a new invoice](/es-mx/billing/help/invoice/#create-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. ![Enable Braintree](/billing/images/help/images/settings/online-payments/braintree/enable-braintree.png) **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 customer portal. To make payments, your customers will have to: * Go to the invoice from the Customer Portal. * Click the **Pay Now** button, and they will be redirected to the payment page. * Enter their payment information and click **Make Payment**. Your customers can also make payments from the [secure payment page](/es-mx/billing/help/invoice/other-actions.html#public-link-payment) shared with them via email or shared URL. 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. * Click the **Record Payment** dropdown and select **Charge Customer**. ![Charge Customer](/billing/images/help/images/settings/online-payments/braintree/charge-customer-braintree.png) * 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**. Now you have charged your customer for the invoice. ## Edit the Integration If you like to change the associated bank account or currency, you can edit your integration settings. To edit the integration: * Go to _Settings_ from the top-right corner. * Select _Payment Gateways_ under _Online Payments_. * Click **Edit Settings** next to _Braintree_. * Make the necessary changes and 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, unmark 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 the integration: * Go to _Settings_ from the top-right corner. * Select _Payment Gateways_ under _Online Payments_. * Click the **Trash** icon next to _Braintree_. * Click **OK** to confirm. 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