Collect online payments Part 2
Recipient defined values (Donations)
A signer defined payment field allows the user to directly enter the value of the payment. It should be configured as an Entered value, and the Read only feature should be disabled.
A default value is permitted, but can be freely edited.
A value range is permitted, and will be strictly enforced. Meaning if you would like to restrict the lowest value acceptable, you may do so.
The user experience shows the field, and is fully editable, potentially with a default value if so designed.
If an upper or lower bound is defined and a value outside that bound is entered, an error will occur and the recipient will not be allowed to sign until the value is corrected.
If a zero or empty value is placed in the field, the Pay and Sign button will change to Click to Sign, indicating that no payment is involved with the agreement.
Negative values are not permitted
Transaction Records
Ensuring that data is stored securely is a fundamental driving force when dealing with personal information such as payment details. Acrobat and Braintree only share the minimum necessary details to complete the transaction and ensure proper auditability of a payment as it is related to an agreement.
Braintree records
The Acrobat system is the custodian of the agreement documents and records regarding recipients and interactions. Braintree is not aware of the transaction's content or the full list of recipients at any time. (By necessity, Braintree must be aware of the payer.)
When the Pay and Sign button is selected, an I-frame is opened to the Braintree service, and four data objects are passed:
- The Currency type - Needed only to ensure that the correct merchant account is used in Braintree
- The number value in the Payment field – Needed to understand the value of the collection
- The email address of the Payer– Needed to identify the Payer
- The participation code of the transaction – Needed to directly relate the payment record to the Agreement record
Acrobat records
Braintree is the custodian of the payment records, and no records related to the personal information of the payer is ever passed to Acrobat.
When the payment is successfully completed, only the Braintree transaction number is passed back to Acrobat. This transactionID can be found in the agreement Activity section and Audit Report.
Managing the Payments Integration
Changing your Braintree credentials:
If you need to change the Braintree credentials (eg: changing to a new merchant account):
1. Navigate to the Payments Integration page: E-Sign > Collect payments
2. Enter your new Merchant ID and Public/Private key and click Save
The page refreshes and the new payment credentials are applied for all subsequent payment attempts.
Disable/Re-enable Braintree:
You can disable the integration between Acrobat and Braintree on the Payments Integration page, but retain the credentials in case you want to re-enable the integration at a later date:
1. Navigate to the Collect Payments page: E-Sign > Collect payments
2. Uncheck the Enable payments with Braintree checkbox.
3. Click Save
The payment integration is disabled, but the Braintree configuration credentials are retained in case the integration needs to be re-enabled at a later time.
Agreements with payment fields that are in-flight when the integration is disabled will not be able to resolve the payment aspect of the agreement.Note
To re-enable a disabled integration when the credentials are saved:Check the Enable payments with Braintree checkbox.
Click Save.
Agreements that are in-flight and complete after the payment integration is re-enabled will be able to successfully complete the payment elements of the agreement.
Delete the credentials for the integration:
You can disable the integration between Acrobat and Braintree on the Payments Integration page:
1. Navigate to the Payments Integration page: E-Sign > Collect payments
2. Click the Clear credentials button
3. Click Save
The payment integration will automatically disable.
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