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How do I Enable Credit Cards and Paypal (Powered By Braintree) On my Store?

Enable Credit Cards and Paypal (Powered By Braintree) On my Store

PayPal (Powered by Braintree) is a fast and easy way to accept both credit card and PayPal payments on your store.

To use this payment method on your Shift4Shop store, you will connect your Shift4Shop store to your Braintree Payment account. If you do not yet have a Braintree account, the setup process in the Shift4Shop admin will allow you to create one.

Enabling Paypal (Powered By Braintree) as a Payment Method

To enable your pre-installed PayPal (Powered by Braintree) Payment option, follow these steps:

  1. Log into your Shift4Shop Online Store Manager.

  2. Using the left navigation menu, go to Settings > Payment.

  3. Next, click on the Select Payment button located under "Payment Methods."

This will take you to your Shift4Shop store's payments page. Once there, you will see your store's pre-installed payment methods at the top. Among these will be one labeled "Credit Cards and PayPal (Powered By Braintree). To the far right of the method, you'll see an on/off toggle switch.

4. Click on the toggle switch to turn the module "On" and expand the payment option.

Once expanded, you may change the "Caption" of the payment method to whatever you'd like it to read on the storefront. By default, it is listed as "Online Credit Card or PayPal" but you may click on the wording and tailor this caption to suit your needs.

Below the On/Off switch, you will see a link labeled "Advanced Settings" which will give you the following configuration options:

  • Order Amount Min; & Order Amount Max:
    These were set during the initial creation of the payment method (see step 6 above). Here you can edit them as needed.

  • Customer Group: 
    This was set during the initial creation of the method (See step 7 above). Here you can edit the setting as needed.

    • "All"
      will make the method available to all of your shoppers - regardless of the pricing group they belong to

    • "None"
      will make the method available to shoppers who do not yet belong to a customer group

    • "Phone Orders"
      will make the method available only when using the Phone Orders function.

    • Individual Group
      Or you may limit the use of the payment method so that it applies only to one of your existing customer groups

  • Order Status 
    This setting will determine which order status that orders using this method will automatically go into. Your choices are New or Unpaid.
    Since it is an offline payment method, you will likely want it to go to unpaid, since you'll be waiting for payment to arrive.

  • Country/State Exclude List
    When you initially added the payment method, you set the country and state that it would apply to (See step 4 above)
    With the "Edit Exclude List" link, you can further limit which countries and/or states that are excluded from using the method.

  • Confirmation message
    This will display to the customer once the purchase has been completed – Example: Thank you for your business!

  • Description
    This is Optional. The description will display next to the payment method – Example: Pay securely with your credit card or PayPal Account!

Once you've configured your advanced settings, click on the "Save" button to get back to your regular Braintree Module settings.

Next, we will go through the steps needed to connect your store to your Braintree account.

Additional Information
These next few steps will describe the process of connecting your Shift4Shop store to your Braintree account. If you already have a Braintree account, you will simply log into the Braintree service. On the other hand, if you do not yet have a Braintree account, you can create one with these same steps.

While viewing your Braintree module settings in the Shift4Shop Online Store Manager, you will likely see a message stating that:

Your store is not connected with PayPal Braintree.
Click on the button to connect it.

5. Click on the Connect with Braintree button.

On the next page, you will have two options:

  • Log in with PayPal
    Use this option to log into your PayPal account 

  • Log in or sign up with Braintree
    If you already have a Braintree account, you may click on this tab to enter your login email address and password to the Braintree service or otherwise register an account with Braintree.

Regardless of the option used above, eventually, you will be directed back to your store's payment configuration page and the Braintree service will be connected. After the connection is successful, the previous message will read:

Your store is already connected with Paypal Braintree.
Click on the Paypal Braintree button to disconnect it.

Additional Braintree Settings

After connecting your store to your Braintree service, you'll have the following checkboxes available under the PayPal Braintree button:

  • Use Braintree Vault to save customer's information for future transactions
    This can be used to tokenize your shopper's billing information on the Braintree service to expedite future transactions for the shopper on your store. This can also be used for Shift4Shop's Recurring Order/AutoShip functionality.

  • Authorize Only
    Having this checkbox marked will make it so that payments are only authorized during the checkout process on your Shift4Shop store. This does not actually charge the shopper's card but rather verifies the card and authorizes the sale so that checkout can occur. After the order has been processed and shipped, you can collect funds and process the Sale.

  • Test Mode
    This checkbox will enable the gateway's Test Mode which will let you process test orders without actually charging the credit card.

  • Use PayPal fraud detection module (Kount)
    Use this checkbox if you'd like to enable PayPal's Fraud detection module (provided through Kount).

  • Add a PayPal Credit® payment button to your store, giving customers fast, easy access to financing.
    Enable this checkbox if you would like to offer the PayPal Credit service to your shoppers via this gateway.

Once you have fully configured your Paypal (Powered By Braintree) payment option settings, be sure to click on the Save button at the top right to commit your changes.

Finally, look to the far right of the payment option and ensure that the activate toggle is set to On. (Green=On, White=Off)

Additional Information
If the module does not enable, or if it toggles itself off after saving, make sure you are using the most up-to-date HTML checkout template from the common folder as mentioned here.

Adding Paypal (Powered By Braintree) as a new Payment method

Even though the PayPal/Braintree payment option is pre-installed on your Shift4Shop store, there may be times when you need to also create a secondary version of the payment option for your business (perhaps to have it available for different pricing groups, or locations, etc.).

Fortunately, we've made it possible to also add additional PayPal/Braintree methods on your store using these steps and the steps above.

To add a new PayPal powered by Braintree payment option:

  1. Log into your Shift4Shop Online Store Manager.

  2. Using the left navigation menu, go to Settings > Payment.

  3. Next, click on the Select Payment button located under "Payment Methods.

  4. Next, click on the +Add New button located at the top right of the page.

Configure your payment method's settings as needed, and - when selecting the module from the "Payment Method" dropdown menu - look for "Credit Cards and Paypal (Powered By Braintree)" on the list. (They're all alphabetized.)

After adding the payment method, the same settings described in the first half of this article will be available to you on this newly added method.

Additional Information
In addition to being a gateway for credit card payments, PayPal powered by Braintree also adds PayPal Express as an additional payment option. In previous versions of PayPal Express, the customer would be redirected (from your store) to the PayPal Express login pages to complete their transactions.

In the current version of PayPal Express, the customer is no longer redirected back and forth. Instead, a popup window will appear for them that lets them log into their PayPal Account and complete the transaction. The advantage is that - visually - they are not being directed and redirected to and from your store but rather appear to never leave your store at all.

If your store's PayPal Express option is still redirecting customers in the old fashion, then you likely have customizations to your view cart and checkout templates that are not favoring the new functionality.

To correct this, please be sure that your store is using the most up-to-date version of the following HTML templates:

  • view_cart.html

  • checkout-singlepage.html

  • checkout-singlepage-v2.html

  • checkout-step1.html

  • checkout-step3.html

  • checkout-step3_multiple.html

For more information on how to update your template files to the latest version, please click here.

Postal Code

On a previous integration with the PayPal/Braintree payment module, the credit card payment option required the customer to also enter a Postal Code when entering their card information. This was due to the Braintree API being used at the time (JSv2) as well as AVS CVV Rules set on the Braintree account.

As of Shift4Shop version 9, we've updated the integration to use Braintree's more recent API (JSv3). Your shoppers should no longer have to enter their postal code on the Credit Card option when checking out. However, if you are still noticing the Postal Code field on your checkout pages or are having any trouble, please check for the following:

  • Check your Templates
    First, make sure you are using the most up-to-date HTML checkout template from the common folder as mentioned here.

  • Adjust your AVS and CVV rules on Braintree
    If you're using the latest template and the Postal Code field still appears on the credit card payment section, you may need to adjust the AVS and CVV rules on your Brainstree account. Please click here to get information from Braintree on this aspect of your account.