Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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.

Image RemovedImage Added


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

...

3. CHOICE of PAYMENT/DEPOSIT or AUTHORIZATION

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

Note: If you select the option to 'send credit card to OPERA', you would normally also include 'auto void'.



4. PAYMENT/DEPOSIT with AUTHORIZATION

This type asks the payee payer both for 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, using the "require both" check-box.

You can specify if an amount limit field is to be included, and whether it is to be mandatory.

...

This is where you create what check-boxes are to appear for specifying the types of charges your payee payer can authorize you to process on the card manually at a later time.

Once you have added a Charge Type, it cannot currently be deleted - only de-activated.

These check-boxes are presented in two alternating columns. You can control the relative position of the Charge Types by manipulating the Sort Order. You can use the Active column to disable selected Charge Types.

...