First, if you do not already have one, please create a Braintree account. You can login or sign-up on their site www.braintreepayments.com and fill out the form. You will then be contacted by a Braintree representative to set up your account:
Once the account is created, return to MobiWork. Navigate to the User icon, and from the drop-down menu and choose "Account Settings" option:
Click the "Connectors" tab, then choose to Add Connector:
Next, scroll down to the Payment Processing section, find Braintree Payments listed and click Add Connector:
On the next screen, use your Braintree account information to populate the necessary information in the correct fields in MobiWork. Once you are done entering the information, click the Save button to add the connector:
When you add a payment in the Add Payment pop-up window, you will now see the "Type" drop-down include the "Credit Card" option, thus signifying that the connector was properly added.
Once you have added the Braintree Connector, you will be able to choose the "Credit Card" option from the "Type" drop-down when adding a payment.
By selecting this option in the Add Payment pop-up window, you will either see:
The "Credit Card Details" section, where you can input the information associated with the credit card
Or, if you have previously used a credit card with the customer's account, the last four digits of any cards stored in the customer's Braintree vault (this includes cards saved in the customer's file or from previous MobiWork transactions):
If you click on the "Use New Card" checkbox, you will be able to enter the credit card details (i.e., card number, expiration date, and CVC) of a new card.
After you have indicated which credit card you would like to use, input the payment amount and the appropriate date. Once you are satisfied with the data entered, click the Add button to complete the transaction.
Note: Please note that the processed credit card information will automatically be stored in Braintree's secure vault, and not on MobiWork's servers.
Within the MobiWork web application, you will be able to save credit card information for future payments. This information is added to the customer's file for later use.
Note: The ability to store a customer's credit card data for future use, is only available to Global Admin users, or Users with permission to Edit Customer Billing. If you do not see the option to add a card to a customer account, please contact your company Admin(s).
To store the credit card information on a customer's profile, you will first need to access the View Customer pop-up window. For more information on how to access this pop-up window, please see the View Customer page.
Once you are on this pop-up window, click on the "Billing" tab and then the "Information" sub-tab:
Under the "Payment Method" section, click on the Pencil icon and from the pop-up window that appears, select the "Credit Card" option from the drop-down. This will then show "Credit Card" as the payment method:
The "Credit Card" section will then appear. In this section, click on the Add Credit Card button to access the Add Credit Card page:
On this page, enter the credit card details, the card holder's name, and the billing address. Once you are satisfied with the information entered, click the Add button:
The stored credit card information can be seen in the "Credit Card" section of the selected customer:
The next time you access the Add Payment pop-up window, you will be able to select the stored credit card information.
Note: Please note that the processed credit card information will automatically be stored in Braintree's secure vault, and not on MobiWork's servers.
To disable the Braintree Connector, you will first need to access the "Connectors" tab from your "Account Settings." For more information on how to access this page, please see the Add the Braintree Connector section.
Once you are on this tab, click on the View button. This will redirect you to the Payment Settings page:
On the Payment Settings page, click the Disable button to remove the Braintree Connector:
