## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/us/invoice/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Integrate Zoho Invoice with Braintree

Braintree is an online payment service by PayPal known to offer a seamless and secure checkout experience. By integrating Zoho Invoice 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 Invoice.
*   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 Invoice, 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 Invoice organization.
*   Go to _Settings_ and select _Online Payments_.
*   Click **Set Up Now** next to _Braintree_.

![Set Up Braintree](/invoice/help/images/integrations/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 in Braintree.

**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 Invoice.

## Collect Customer Payments

### Enable Payment Options

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

To enable Braintree in your organization:

*   Go to **Invoices** on the left sidebar.
*   [Create a new invoice](/us/invoice/help/invoice/new-invoice.html) 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](/invoice/help/images/integrations/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 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.
*   Click the _Record Payment_ dropdown and select **Charge Customer**.

![Charge Customer](/invoice/help/images/integrations/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, you can edit your integration settings. To edit the integration:

*   Go to _Settings_ and select _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_ and select _Online Payments_.
*   Click the **Trash** icon next to _Braintree_.
*   Click **OK** to confirm.

Your Braintree integration will be deleted in Zoho Invoice.