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

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

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The first section of the setup page for Transaction Categories includes the following settings:

1. IS ACTIVE
   This check-box controls whether the Transaction Category is available to be selected on the payment page. Unchecking this box hides the option from use.
   

2. SORT ORDER
   Enter a number to control the order in which the Transaction Categories should be listed in the drop-down on the payment page.
   

3. FEE TYPE
   Specify a fee that should be added, if any. You can configure a flat fee per submission or a percentage of the amount as the fee.
   

4. FIELD SELECTOR
   The field selector lets you control which fields are to display on the payment page for this Transaction Category, and if each field is to be mandatory or not. (You are not yet able to control the order or position of the fields on the page.)
    

5. PMS VALIDATION AND POSTING TYPE
   This field only appears if TransForm is interfaced to your PMS. The drop-down will contain the revenue categories available to associate with your Transaction Category.
   

6. POSTS TO
   Appearing if interfaced, this field enables you to specify an account to which the revenue for this Transaction Cateogory is to be posted. Your PMS might refer to these as Posting Master accounts or as PERM accounts.
   

7. FAILURE LIMIT
   To deter fraudulent activity, set a limit to how many times a user can try to submit using invalid personal data before their payment link becomes disabled. 3, 4 or 5 are normally recommended.
   

The next section of the setup page presents Transaction Type options, described below.

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