Versions Compared

Key

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

...

After you select either the button to Add a New Transaction Category or the edit pencil for an existing Transaction Category, the settings page opens.

...

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. SHOW ON PAYMENT PAGE
    This check-box controls whether the Transaction Category is visible on your TransForm URL (payment page). Turn this feature on if you are not sending Transform Mailers and sending your TransForm URL directly to customer.

  3. 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.

  4. 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.

  5. 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.)
     

  6. 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.

  7. 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.

  8. 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.

...