What is the Braintree Integration?
The Braintree integration allows you to securely charge credit cards and collect order form payments. Braintree handles all the credit card information, providing full PCI compliance.
Requirements
The Braintree integration feature requires a Professional level Formsite account and a Braintree account.
This integration processes payments, so your form needs Order Form Items with prices. But you don't need any items to collect credit card information — this will be handled by Braintree.
Create a New Payment Integration
First, get your Braintree API credentials (Merchant ID, Public key, and Private key) by following their instructions. Note your API credentials for the next step.
On your form's "Payments" page, click the integration for "Braintree". Then, enter your API credentials. When you're finished, click the "Save" button.
Collecting Braintree Payments
After a form user completes the last page of your form, they'll proceed to its payment page. Your form will securely collect the billing information and send it to Braintree for processing. For PCI compliance, Formsite doesn't store any of the credit card number information, it only sends it directly to Braintree.
Viewing Braintree Results
On your form's "Results" page, you can view the status of each Braintree transaction in the Payment column. Each row will have a status icon and a "History" link for full transaction history.
| Status | Description |
|---|---|
 |
Successful payment. |
 |
Successful payment, but with additional information. For example, a duplicate payment or refund. |
 |
Waiting for payment attempt. |
 |
Failed payment or unexpected error. |
Note: Your Braintree account is the final record of all payments and refunds. There shouldn't be a discrepancy between Braintree and Formsite, but if this situation arises, Braintree takes precedence.