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Payment integration

Accept invoice payments with Braintree

The Braintree integration lets customers pay your Invoice Crowd invoices, including supported subscriptions, through Braintree. Invoice Crowd verifies the transaction before recording the payment, and can send refunds back through Braintree.

  • Status: Active
  • Checked against the app
  • Provider terms still apply
Invoice Crowd Payment Methods with Braintree selected and a Braintree account set to Live, a paid invoice recorded after Braintree confirmed it, and the Refund window sending money back via Braintree.

From setup to paid

How Braintree fits the Invoice Crowd payment boundary

Connection, customer checkout and final settlement are separate stages. Read the status and limitations before showing the method on a live invoice.

Connect the merchant account

Each business profile has its own account and live or test mode.

Invoice Crowd Braintree account form with Live and Sandbox modes and a fictional nickname, the business's Braintree accounts, and the Private Key kept write-only when editing.

Enter only the fields the provider requires

Merchant ID, optional merchant account ID, public key, write-only private key, tokenization key and Live/Sandbox mode.

  • Selected business profile
  • Explicit live or test mode
  • Write-only secret editing

Check the provider accepts your business first

Braintree controls merchant countries, currencies, account features, plans and fees.

  • Merchant country and account
  • Invoice and settlement currency
  • Provider fees and review

Understand the customer path

The payment option only shows when it can be used for that invoice.

Invoice Crowd invoice INV-2051 for Clearpath Logistics in USD, the customer's Select a Payment Method sheet with Pay Using Braintree, and what Braintree asks for next.

Use the one-time payment flow

Hosted Fields creates a payment-method nonce and the server accepts only submitted-for-settlement, settling or settled transactions, not a merely authorized state.

  • The amount comes from the invoice
  • The payment is applied to that invoice
  • The customer pays on the provider's own page

Recurring payments work differently

Deterministic subscription setup and verified existing renewal/lifecycle handling are active with exact merchant-account and plan bindings.

  • One-time and recurring differ
  • Some existing setups only keep running
  • New ones aren't offered where unsupported

Checked before the payment is recorded

An invoice is marked paid only when the provider confirms it.

Invoice Crowd Payments Needing Review holding a Braintree payment for INV-2051 that arrived after the invoice was paid, with the checks Braintree payments must pass before they are recorded.

The payment must match the invoice

Provider transaction or subscription read, merchant account/plan, invoice allocation, amount, currency and successful state.

  • Merchant account and mode
  • Same invoice, amount and currency
  • The provider reports it as paid

Know the current limits

When a merchant account ID is absent, checkout uses a provider account only if exactly one matches the currency; if the choice is unclear, checkout is refused.

  • Nothing is assumed paid
  • Pending stays pending
  • Mismatches are refused

Integration facts

What to verify before using Braintree

The fields below describe the current Invoice Crowd path; the provider remains the source for merchant eligibility, fees and regional availability.

  • Availability

    Active

  • One-time payment

    Hosted Fields creates a payment-method nonce and the server accepts only submitted-for-settlement, settling or settled transactions, not a merely authorized state.

  • Recurring payments

    Deterministic subscription setup and verified existing renewal/lifecycle handling are active with exact merchant-account and plan bindings.

  • Merchant setup

    Merchant ID, optional merchant account ID, public key, write-only private key, tokenization key and Live/Sandbox mode.

  • Settlement evidence

    Provider transaction or subscription read, merchant account/plan, invoice allocation, amount, currency and successful state.

  • Regional fit

    Braintree controls merchant countries, currencies, account features, plans and fees.

  • Current limits

    When a merchant account ID is absent, checkout uses a provider account only if exactly one matches the currency; if the choice is unclear, checkout is refused.

  • Invoice data

    Amount, currency and allocation are derived from the current server-side invoice state.

  • Unmatched payments

    If a confirmed Braintree payment can't be applied to its invoice, for example because the balance changed after checkout started, Invoice Crowd holds it in Payments Needing Review. You then apply it to the invoice, keep it as customer credit, or refund it.

  • Refunds

    Choose Refund on the invoice in Invoice Crowd and the money goes back to the customer through Braintree. The refund is booked only after Braintree confirms it. This covers online payments made on the invoice page.

  • Provider fees

    Gateway fees, exchange costs and settlement timing come from the merchant agreement, not the Invoice Crowd subscription.

  • Alternative gateways

    Configure another active provider when this gateway does not support the merchant, customer, currency or collection model.

Questions

Braintree and Invoice Crowd, answered

Is the Braintree integration currently available in Invoice Crowd?

Yes. Braintree is active in Invoice Crowd. Hosted Fields collects the payment method, and Invoice Crowd accepts only transactions that are submitted for settlement, settling or settled, not ones that are merely authorized.

What do I need to connect Braintree?

Merchant ID, optional merchant account ID, public key, write-only private key, tokenization key and Live/Sandbox mode. Braintree controls merchant countries, currencies, account features, plans and fees. Braintree needs a paid Invoice Crowd plan; the free plan includes PayPal.

How does Braintree one-time checkout work?

Hosted Fields creates a payment-method nonce and the server accepts only submitted-for-settlement, settling or settled transactions, not a merely authorized state.

Does Braintree support recurring payments in Invoice Crowd?

Deterministic subscription setup and verified existing renewal/lifecycle handling are active with exact merchant-account and plan bindings.

How does Invoice Crowd decide that a payment succeeded?

Provider transaction or subscription read, merchant account/plan, invoice allocation, amount, currency and successful state. A browser return or posted status alone cannot settle the invoice. A confirmed payment that can't be applied to its invoice is held in Payments Needing Review until you decide what to do with it.

Are gateway fees included in Invoice Crowd pricing?

No. Provider transaction fees, foreign-exchange costs, settlement timing and account terms are controlled by the gateway and merchant agreement. Check the provider before activation.

Can I refund a Braintree payment from Invoice Crowd?

Yes. Choose Refund on the invoice (from the invoice list, the editor or Manage Payments), then pick "Refund it to the customer via Braintree". Invoice Crowd sends the refund through Braintree and books it only after Braintree confirms it. This works for online payments made on the invoice page, not for recurring, subscription or payment-link invoices.

Test Braintree with a representative invoice

Start with sandbox or test mode where the provider offers it, verify the exact currency and payment result, then plan production activation.

  • Never marked paid from the browser alone
  • Provider terms apply
  • Current status is visible