Overview

Braintree is a trusted payment processing gateway that integrates with CaterZen to handle credit and debit card transactions. This guide will walk you through the essential steps for connecting, managing, and troubleshooting your Braintree account in CaterZen. For more information on pricing and key features, see Which Gateway Can I Use To Have CaterZen Run My Credit Cards.


Please note that while CaterZen supports Braintree integration, we are not affiliated with Braintree and cannot communicate with them on behalf of clients. If you need direct assistance, contact Braintree Support:

Connecting Braintree to CaterZen

Step-by-Step Instructions

  • Log in to CaterZen. Click on the Admin tab.


  • Scroll down to the Global Settings section.

  • Click on the Credit Card Processing bubble.

  • Select Global Credit Card Processor.

   

  • Choose Braintree from the drop-down list.

  

  • Copy and paste the required codes from your Braintree account:

    • Merchant ID

    • Public Key

    • Private Key

  • Click Save This Information.

  • You will see a confirmation message in green that your payment processor has been successfully connected.

  • Perform a test transaction to ensure your connection is working.

For further assistance, schedule a session at www.booktimewithjillian.com.

Sending the Right Codes for Connection

  • Ensure you are providing LIVE codes from Braintree, not trial or sandbox codes.

  • Obtain your codes from the Production Control Panel (not the Sandbox Control Panel):

    1. Log into Braintree.

    2. Click the Gear Icon (top-right corner).

    3. Select API from the drop-down menu.

    4. Scroll to the API Keys section.

    5. Click View in the Private Key column to access all necessary codes.

  • Do not send screenshots of the codes; copy and paste them instead.

Understanding Braintree’s Authorization Process

  • Braintree validates a card using a $0 to $1 authorization hold to ensure the card is valid.

  • This hold is automatically removed after verification.

  • For more details on Braintree’s authorization procedures, visit: Card Verification

Handling Declined Transactions

  • If a card transaction is declined, you can look up the decline code in your Braintree account.

  • Access decline codes by reviewing unsuccessful transactions in your gateway.

  • Each declined transaction will have a code that provides more details.

  • For a full list of decline codes and explanations, visit: Braintree Decline Codes

Braintree Settlement Timeframes

  • Standard Credit/Debit Card Transactions: 2-5 business days for funds to deposit into your linked bank account.

  • American Express (AMEX) Transactions: Take longer to settle.

  • If you experience delays, contact Braintree Support directly.

Managing Braintree Accounts

  • Adding Additional Users: It is recommended to add multiple admins to your Braintree account to ensure access to key financial functions.

  • Account Changes:

    • If an owner leaves or sells the business, the authorized signer must either update the account or create a new account.

    • Credit card data will not transfer to a new account.

  • Funds Hold Requests:

    • If a new owner is being added or banking information is changing, Braintree can hold funds upon request.

Best Practices & FAQs

Fraud Management

  • To reduce fraudulent transactions, enable Advanced Verification Settings (AVS & CVV checks) in your Braintree account: Fraud Tools & AVS/CVV Rules

Troubleshooting Deposits

  • If funds are not appearing within the expected timeframe:

    • Verify your bank details in Braintree.

    • Check for any pending verification requests from Braintree.

    • Contact Braintree support if issues persist beyond the normal processing window.

Handling Disputes & Chargebacks

  • If a customer disputes a charge, you will receive a notification via Braintree.

  • Provide transaction details and supporting evidence to contest the dispute.

  • Review Braintree’s chargeback process for more details in their Help Center.

ACH Payments

  • Braintree has specific qualifications for merchants to accept ACH payments.

  • Ensure your account meets these requirements before enabling ACH transactions.

  • Additional information can be found in Braintree’s documentation.

Conclusion

Braintree offers a seamless way to handle payments in CaterZen, but it’s essential to follow best practices for smooth processing. By properly configuring your account, enabling fraud protection, and understanding how to handle transaction issues, you can ensure a more efficient payment experience.


For direct support with CaterZen, please contact our team. If you require help with Braintree-specific issues, reach out to Braintree Support.


CaterZen Support

Braintree Support

  • Braintree Help Center

  • PayPal Account Support: 888.215.5506

  • Anytime you are communicating with Braintree, be sure to include your Case ID #. The SLA time for these tickets is 24-72 hours. If you have not heard back from Braintree after this timeframe, follow up again to ensure your issue is being addressed.