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About Transaction Categories

Transaction Categories are the types of payments you want to collect.

Examples include ... 

Reservation Deposit

Check-Out Settlement

Group Deposit

Gift Card

Lost & Found Fee

These can be anything you wish to call them.

If TransForm is interfaced to your PMS, you can configure any or all of your Transaction Categories to post to a booking or to a specified account in the PMS.

Accessing Transaction Categories

To create or edit Transaction Categories, log into the b4 Admin Site and select B4EASYPOST in the banner menu. Transaction Categories are the first button under B4EASYPOST.

Once you select the Transaction Categories button, you will see a table similar to this example.

There is a button in the blue bar that enables you to add a new Transaction Category and each existing Transaction Category includes a pencil icon that enables you to edit its details.

Transaction

Types

Each Transaction Category is assigned a type. The Transaction Type determines what type of details are asked for during the payment.

You can require payments which are processed immediately and/or authorizations for specified charges to be incurred during the stay and which the cardholder is confirming they will cover.

You can assign one of four types to each Transaction Category:

1. PAYMENT/DEPOSIT only

This presents an immediately processed payment as the only option.

2. AUTHORIZATION only

This only asks what will be covered, for manual processing at a later time.

3. CHOICE of PAYMENT/DEPOSIT or AUTHORIZATION

This lets the payee choose to either pay now or to specify what you many process manually at a later time.

4. PAYMENT/DEPOSIT with AUTHORIZATION

This lets you collect both an amount to be charged now as well as authorizations to be processed manually at a later time. You can specify if the authorizations are optional or must be included.

Charge Types