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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

CivicPlus Pay + Braintree for CivicRec

  • Updated:

Braintree is one of the payment gateways supported by CivicPlus Pay. Provided below is information about the available features and how CivicPlus Pay and Braintree work with CivicRec.

 

Features

Features List Available with Braintree?
ACH No
Cards on File Yes
EMV No
Supports Contactless Payments No
Can Act as Gateway and Processor No

 

View the Integrated Gateways article for a feature table for all payment gateways. 

 

Cards on File

Follow the instructions to Add a Card on File to a CivicRec account. The Braintree form to add a card will show as:

 

card on file braintree

 

Once added, the user will be able to use the saved card during checkout. To learn more about stored payment methods in Braintree, view the CivicPlus Pay article about Braintree Cards-on-File.

 

Important Note 

 

Checkout Process - Internal

Cards on File

  1. On the Payment screen, select the Credit/Debit option
    credit debit
  2. If the account has a Card on File, you can select a Saved Card
    saved card braintree
  3. Click Add Credit/Debit Payment
    add credit debit payment braintree
  4. Select Complete Transaction
    complete transaction braintree

 

eCommerce

  1. On the Payment screen, select the Credit/Debit option
    credit debit
  2. Review the Amount and click Continue to Payment
    continue to payment auth
    • Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use. 
    • Overpayment: Select if the Amount listed is higher than the Total Charges.
  3. Before reaching the hosted payment form, you may see a security screen like the one belowChecking if the Connection is Secure
  4. Enter the card information
    add card info
  5. Select Pay to complete the transaction
    pay braintree

 

Checkout Process - Public

Cards on File

The instructions below show the process for checking out with a card on file in the public catalog. 

  1. On the Payment screen, select a Saved Card from the drop-down
    saved card braintree public
  2. Click Submit Payment
    submit payment braintree public
  3. Review charges and select Complete Transaction
    complete transaction braintree public

 

eCommerce

  1. On the Payment screen, review the charges and select Continue to Payment
    continue to payment auth public
    • Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use.
  2. Before reaching the hosted payment form, you may see a security screen like the one belowChecking if the Connection is Secure
  3. Fill out the fields for the card
    enter card info
  4. Click Pay to complete the transaction
    pay braintree public

 

Checkout Process - Public Mobile View

Cards on File

The instructions below show the process for checking out with a card on file on the mobile public catalog.

  1. Click Checkout in the cart
    checkout screen
  2. On the Payment screen, select a Saved Card from the list and click Review Transaction
    save card forte
  3. Review charges and select Complete Transaction
    complete transaction

 

eCommerce

  1. Click Checkout in the cart
    checkout button
  2. On the Payment screen, select Continue to Payment
    continue to payment
    • Save Card: This option will be selected by default, uncheck if you do not wish to save the payment method for future use.
  3. Before reaching the hosted payment form, you may see a security screen like the one belowmobile security popup
  4. Fill out the payment details
    braintree payment info
  5. Click Pay to complete the transaction
    pay braintree

 

Resources

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