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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 whether 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. We recommend 3, 4 or 5 times at most.
   

Posting to specific folios

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- OPERA users only

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This field feature is seen by Opera users only and applies works only to with in-house reservations.

Please use caution when collecting online 3rd party payments within 3 days of arrival as those carry a higher fraud risk. If you have a Lead Time Restriction set on the transaction category, in-house payments will not work. Refer to ourbest practices guide for more fraud prevention suggestions.

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In the transaction category set up, OPERA users only will see the folio/window selection within the POST TO field as shown below, giving . This gives you the option to select a default folio (/window ) to which this transaction category will post for in-house reservations.

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In addition to setting the default folio/window, you will also be able to override this default on each individual payment request email you create in TRANSFORM → TRANSFORM MAILER

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