Asset Intelligence and Management

Asset Intelligence and Management

EZRentOut Blogs Braintree Enabled Online Rental Software

Use Braintree Payment Solution with Online Rental Software for Smoother Transactions

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EZR - Braintree integration

We enable our customers to showcase their rental and sale items on a customizable web store. Our customers can also manage payments by charging customer credit cards. We aim to give you the best Point of Sale experience for your rental business using our online rental software.

In order to quickly process online payments through credit card, EZRentOut also integrates with, Payflow, Stripe, Square POS and Moneris (Beta). This blog will detail how you can charge payments in EZRentOut using Braintree Payment Solution.

– Charging Payments through Braintree on the Webstore

Related Posts: Charge payments in EZRentOut with Stripe | PayPal | Payflow | Square |

EZRentOut supports following features on Braintree integration

Payment on WebstorePayment via Mobile AppPayment via Broadband AppPayment via Customer PortalRefund Payments
Multiple GatewaysCard on File PaymentsAutomate Recurring PaymentsQuickBooks Sync (Desktop and Online)Xero Sync

1. Integrating the Braintree account

1. You’ll need a Braintree account to manage Credit Card payments. (Note: EZRentOut does not charge any commission/fee on transactions).

2. Integrate your Braintree account from Settings → Add Ons → Enable Payments through Credit Card → Select ‘Use Braintree’.

Use Braintree

3. You’ll be required to enter your merchant account ID, merchant ID, public key and private key. These are available in your Braintree account. Here’s how you can locate these details in your Braintree account:

merchant account id

a. Log in to your Braintree account. Go to Settings > Processing > Under ‘Merchant Accounts’ section, you’ll find your Merchant Account ID e.g. sbhconstructions.


b. To locate the remaining information to integrate, go to Account My User Under ‘API Keys, Tokenization Keys, Encryption Keys’ Hit ‘View Authorizations.

api keys

c. In the ‘Authorizations’ page, you can find the public and private API key.

Note: If there are no API keys visible here, you can generate new API key. For further details, click here.

merchant id

d. Merchant ID is visible under ‘Client-side Encryption Keys’. OR click ‘View’ under API Keys → Private Key to locate all 3 fields i.e. public and private API key, and the merchant ID.

4. Now that you’ve located all the information required for the integration, enter your Merchant Account Id, Merchant Id, Public Key and Private Key information in order to enable credit card payments for orders. For more information on how to get these keys, click here.

Add Merchant ID

5. Once you’ve entered all the keys, hit the ‘Verify Account’ button to check whether Braintree has been successfully connected or not. See below image for reference:

Verify Account

6. You can also choose to check the option ‘Keep credit card on file when customer enters details from the customer portal’ (as shown in the image above). This will save the credit card details last provided by customers via customer portal. These details can then be used to charge any future payments. If unchecked, then any credit card information entered through the customer portal will not be kept on file.

Read More: Tracking customers in Rental Management Software

Note: If credit card details of a customer are entered by staff or admin user, they are always saved to your merchant gateways’ on-file storage, avoiding the need to re-enter credit card details for subsequent orders. For security reasons, EZRentOut doesn’t record this credit card information in its own database. Instead, EZRentOut creates credit card profiles of customers in Braintree and only accesses this credit card information on ‘charge payment’ requests. To check the credit card profiles of customers, log in to your Braintree account and click ‘Vault’ under advanced search in the main left-side menu.

7. Once done, scroll down to the end of the settings page and click ‘Update.’ This will save the settings and successfully connect your EZRentOut account to Braintree.

Read More: 5 must-have Equipment Rental Software features to harness Point of Sale

2. Swiping the cards

Let’s take a look at how charging payment via Braintree works in EZRentOut!

1. On the Order Details page, with every Customer you’ll see the Credit Card icon. 

Card not on file

Read More: How orders work in EZRentOut

2. The following is the form that pops-up when you click the red/green Credit Card icon. You can either scan the customer’s credit card that allows us to catch all the details or add in the credit card details manually.

Add CC details

3. Once the credit card information is entered, it’s saved on file (in Braintree’s database).

Braintree: Card saved on file

4. Now when charging payment on this Order, you can choose to use the Credit Card already on file or use a different card and update the card on file for this Customer.

Charge payment via CC

5. Hit ‘Submit’ and your online transaction will be processed. You can now see that a credit card payment has been charged using Braintree which is visible on the order pricing table.

Amount paid via Braintree

Your payment will now appear in your Braintree account under Left-side Main Menu Panel → Transactions (see image below for reference):

Transaction detail in Braintree

Read More: Ways to generate revenue using Rental Management Software

3. Charging mass payments for multiple Orders

You can charge payment for multiple orders to the same or different customers in one go. To do this, do the following:

  1. Go to Orders listing page and multi-select orders you need to charge payment for.
  2. Click on ‘Actions’ and select ‘Charge Payment’.
    Charge mass payments
  3. A dialog box will appear for Order Payments (see image below). Here you can configure details such as Payment Date, preferred Payment Gateway, order payment specifics, and Comments.
    Charge mass paymentsNote: CC payments can only be charged to customers with their cards saved on-file.
  4. Hit ‘Charge Payment’ once done. Here’s what you should see next:
    Credit Card payment successful

However, you need to know of a few tips before you start charging payments for multiple Orders.

4. Pre-authorize or hold payments

Pre-Authorizing a payment is also supported. Say, you want to hold an advance payment of $275 and when the payment date arrives, deduct the entire rental price e.g. $429, including the pre-authorized amount. You just need to choose ‘Pre-Authorize’ when charging payment.


You can then charge or cancel the hold.

Charge or cancel
  • If you charge the Pre-Authorized amount, your customer has to pay the remaining $154 via card or cash
  • If you cancel the Pre-Authorized amount, your customer is entitled to pay the entire rental fee of $429 via card or cash.

5. Charging payments through Braintree on the Webstore

Customers who place orders via Webstore can also pay for orders through Credit Cards. This can be enabled from Settings > Store Settings > Order Settings> Enable Payment through Webstore. On the cart page, they can click ‘Pay Now’ which will take them to the payment details page.

charge payment on the webstore

Guest shoppers or new customers will have to fill in the details, while the existing ones will view a pre-populated page (this will happen if you are keeping the details on file when integrating Braintree from Settings > Add Ons).

transactions in braintree

All these payments will also appear in your Braintree account under Transactions.

6. Syncing payments in accounting applications

When renting out an order, the customer is created in QuickBooks if they don’t already exist. Customer details and payments are synced whenever the relevant transactions are synced. Any payments made either in QuickBooks or EZRentOut are synced. It’s a two-way street!

qb sync

All payments recorded in Braintree (by default, all rented out orders) can also be synced in QuickBooks under Sales > Invoices. All these payments are also synced in your Xero account.

Here’s how you can integrate QuickBooks with EZRentOut: QuickBooks Online | QuickBooks Desktop

Note: All the details (except payments) are pushed from EZRentOut to QuickBooks. Your QuickBooks transactions, customers or taxes are not pulled into EZRentOut.

Share your online rental experience

We’d love to hear about your EZRentOut experience. Drop us an email at Learn more about the features of our equipment rental software.

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