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If TransForm is interfaced to your PMS, you can configure any or all of your Transaction Categories to post to a reservation, to the master account for a group, or to a any other specified account in the PMS.
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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 in the first button under TRANSFORM.
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There is a button in the blue bar that enables you to add a new Transaction Category and each . Each existing Transaction Category includes a pencil icon that enables you to edit its details.
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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.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.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.FIELD SELECTOR
The field selector lets you control which fields are to display on the payment page for this Transaction Category, and if 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.)
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.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.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 are normally recommended.
The next section of the setup page presents Transaction Type options, described below.
times at most.
Posting to specific folios (OPERA
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users only)
This feature field is for seen by Opera properties users only and is for applies only to in-house reservation usereservations.
Please note and use caution when collecting online 3rd party payments within 3 days of arrival as you are at those carry a higher fraud risk for fraud. If you have your a Lead Time Restriction set on your the transaction category, please note that in-house payments will not work. To refer Refer to ourbest practices guide for more fraud prevention suggestions - ***On .
In the transaction category set up, under OPERA users only will see the POST TO field shown below, giving you have the ability option to chose the select a default folio (window) that TransForm payments to which this transaction category will post.
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In addition to being able to set setting the default folio/window, you can will also be able to override the this default on each individual payment request email that you create in "TransForm-->TransForm mailer". TRANSFORM → TRANSFORM MAILER
This feature does not work for future dated (not checked in) reservations, as folios are not available until after check in. If you chose the payment to move to window 2 before arrival, the payment will continue to post in the deposit area of the reservation. You can, however, use the routing rules in Opera OPERA to schedule have the TransForm payment to move onto your desired folio/window upon the guests arrival.
Some recommended best practices Best practice for this feature are is to set up a transaction category specifically for in-house payments with the desired folio selected. Some examples of use cases could be are accounting teams settling post masters or front office teams using this to collect lost and found payments or extending an existing stay.
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