Use Braintree Payment Solution with Online Rental Software for Smoother Transactions

Online Rental SoftwareWe enable our customers to showcase their rental and sale items on a customizable web store. Our customers can also manage payments by charging customer credit cards. We aim to give you the best Point of Sale experience for your rental business using our online rental software.

In order to quickly process online payments through credit card, EZRentOut also integrates with Authorize.net, Payflow, Stripe, Square POS and Moneris (Beta). This blog will detail how you can charge payments in EZRentOut using Braintree Payment Solution.

CONTENTS:
INTEGRATING THE BRAINTREE ACCOUNT
SWIPING THE CARDS
– Charging Payments through Braintree on the Webstore
SYNCING PAYMENTS IN ACCOUNTING APPLICATIONS

Related Posts: Charge payments in EZRentOut with Stripe | PayPal | Payflow | Square | Authorize.net

EZRENTOUT SUPPORTS FOLLOWING FEATURES ON BRAINTREE INTEGRATION

Payment on Webstore Payment via Mobile App Payment via Broadband App Payment via Customer Portal Refund Payments
Multiple Gateways Card on File Payments Automate Recurring Payments QuickBooks Sync (Desktop and Online) Xero Sync

INTEGRATING THE BRAINTREE ACCOUNT

1) You’ll need a Braintree account to manage Credit Card payments. (Note: EZRentOut does not charge any commission/fee on transactions).

2) Integrate your Braintree account from Your Name at top right > Settings > Add Ons > Enable Payments through Credit Card > Select ‘Use Braintree’.braintree payment solution

3) You’ll be required to enter your merchant account ID, merchant ID, public key and private key. These are available in your Braintree account. Here’s how you can locate these details in your Braintree account:

a. Log in to your Braintree account. Go to Settings > Processing > Under ‘Merchant Accounts’ section, you’ll find your Merchant Account ID e.g. sbhconstructions.merchant account id

b. To locate the remaining information to integrate, go to Account > My User > Under ‘API Keys, Tokenization Keys, Encryption Keys’ > Hit ‘View Authorizations.authorizations

c. In the ‘Authorizations’ page, you can find the public and private API key.api keys

Note: If there are no API keys visible here, you can generate new API key. For further details, click here.

d. Merchant ID is visible under ‘Client-side Encryption Keys’. OR click ‘View’ under API Keys > Private Key to locate all 3 fields i.e. public and private API key, and the merchant ID.merchant id

4) Now that you’ve located all the information required for the integration, enter your Merchant Account Id, Merchant Id, Public Key and Private Key information in order to enable credit card payments for orders. For more information on how to get these keys, click here.braintree fields

5) Once you’ve entered all the keys, hit the ‘Verify Account’ button to check whether Braintree has been successfully connected or not. See below image for reference:verify account

6) You can also choose to check the option ‘Keep credit card on file when customer enters details from the customer portal’ (as shown in the image above). This will save the credit card details last provided by customers via customer portal. These details can then be used to charge any future payments. If unchecked, then any credit card information entered through the customer portal will not be kept on file.

Read More: Tracking customers in Rental Management Software

Note: If credit card details of a customer are entered by staff or admin user, they are always saved to your merchant gateways’ on-file storage, avoiding the need to re-enter credit card details for subsequent orders. For security reasons, EZRentOut doesn’t record this credit card information in its own database. Instead, EZRentOut creates credit card profiles of customers in Braintree and only accesses this credit card information on ‘charge payment’ requests. To check the credit card profiles of customers, log in to your Braintree account and click ‘Vault’ under advanced search in the main left-side menu.

7) Once done, scroll down to the end of the settings page and click ‘Update.’ This will save the settings and successfully connect your EZRentOut account to Braintree.

Read More: 5 must-have Equipment Rental Software features to harness Point of Sale

SWIPING THE CARDS

Let’s take a look at how charging payment via Braintree works in EZRentOut!

1) On the order details page, with every customer you’ll see the Credit Card icon. It’s red when there is no card in the record and green when there is a card on file.customer cc not available

Read More: How orders work in EZRentOut

2) The following is the form that pops-up when you click the red/green Credit Card icon. You can either scan the customer’s credit card that allows us to catch all the details or add in the credit card details manually.record customer cc details

3) Once the credit card information is entered, it’s saved on file (in Braintree’s database) and the Credit Card icon turns green.customer cc enabled

4) Now when charging payment on this order, you can choose to use the Credit Card already on file or use a different card and update the card on file for this customer.charge payment

5) Hit ‘Submit’ and your online transaction will be processed. You can now see that a credit card payment has been charged using Braintree which is visible on the order pricing table.cc payment using braintree

Your payment will now appear in your Braintree account under Left-side Main Menu Panel > Transactions (see image below for reference):cc payment in braintree

Read More: Ways to generate revenue using Rental Management Software

– Charging Payments through Braintree on the Webstore

Customers who place orders via webstore can also pay for orders through Credit Cards. This can be enabled from Settings > Store Settings > Order Settings> Enable Payment through Webstore. On the cart page, they can click ‘Pay Now’ which will take them to the payment details page. Guest shoppers or new customers will have to fill in the details, while the existing ones will view a pre-populated page (this will happen if you are keeping the details on file when integrating Braintree from Settings > Add Ons).charge payment on the webstore

All these payments will also appear in your Braintree account under Transactions.transactions in braintree

Learn More: Charging Payments for Orders in EZRentOut [Video]

SYNCING PAYMENTS IN ACCOUNTING APPLICATIONS

When renting out an order, the customer is created in QuickBooks if they don’t already exist. Customer details and payments are synced whenever the relevant transactions are synced. Any payments made either in QuickBooks or EZRentOut are synced. It’s a two-way street!

All payments recorded in Braintree (by default, all rented out orders) can also be synced in QuickBooks under Sales > Invoices. All these payments are also synced in your Xero account.qb sync

Here’s how you can integrate QuickBooks with EZRentOut: QuickBooks Online | QuickBooks Desktop

Note: All the details (except payments) are pushed from EZRentOut to QuickBooks. Your QuickBooks transactions, customers or taxes are not pulled into EZRentOut.

RELATED POSTS

Pre-authorize or hold payments on Orders

Webstore for Rentals: Setting up Online Storefront for your Business

Setting up a Barcode Scanner for swift POS experience

5 must-have Equipment Rental Software features to harness Point of Sale

SHARE YOUR ONLINE RENTAL SOFTWARE EXPERIENCE

We’d love to hear about your EZRentOut experience. Drop us an email at support@ezrentout.com. The User Community Forum is a great place to log suggestions and discuss them. Check out the features our equipment rental software covers.

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