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About Transaction Categories


Transaction Categories are the revenue centres you want to enable your payees to select.

A typical example of the breakdown... 

Reservation Deposit

Check-Out Settlement

Group Deposit

Gift Card

Lost & Found Fee



Creating a Transaction Category


Message Type 

Message Explanation

Appearance

Opening Paragraph 

Opening paragraph of the TransForm (b4easypost) transaction page. This text appears on the first two pages during each transaction. 


Feel free to use this recommended starter text:

We value your privacy and understand the responsibility you give us when providing your personal payment information. Rest assured that our on-line payment process is fully compliant with PCI (Payment Card Industry) standards and the security guidelines set forth by credit card companies. The card details you submit are not held on this website. If you have any questions, please do not hesitate to contact us at [telephone number].



Terms & Conditions

When Terms & Conditions are enabled in TransForm (b4easypost) Settings, this text displays in the Terms & Conditions text box or scroll-box. The text box automatically converts to a scroll-box when the copy is lengthy.


Feel free to use this recommended starter text:

I certify that all information is complete and accurate, and I hereby authorize [business name] to collect payment for charges indicated on this form. I agree that my liability for these charges is not waived and agree to be held personally liable in the event that payment does not complete for any part or the full amount of these charges.


Transaction Category Message

Once the user selects a transaction Category, they will see additional fields regarding the Category selected. 

This is where you specify what the introductory text should read for each transaction Category you are making available.



Confirmation Page

After the user has entered their credit card information and the fully completed the payment page fields, they are taken to the Confirmation page, where the details of the transaction are displayed.

This is where you specify what the thank you text should read for each transaction Category you are making available.


Feel free to use this recommended starter text:

Thank you again. Your business is appreciated. You will receive an email confirm your details. If you have any questions, please do not hesitate to contact us at [telephone number].


Add a Message to TransForm (b4easypost)


  1. Select “Property Settings” then “Manage Messages”.

  2. If using multiple products, select the tab "b4easypost".

  3. Select “+ Add a Message”. 



  4. Message type: see definition of message types in the previous section above. 

  5. Start Date: the start date for this message to display.

  6. End Date: the end date for this message to display. By selecting the month, you can fast forward through numerous months. By selecting the year, you can fast forward through numerous years.

  7. Sort Order: determines the order in which multiple messages will appear. 

  8. Input the message text into the message text field.

  9. Save.





Edit a Message in TransForm (b4easypost)


  1. Select “Property Settings” then “Manage Messages”. 

  2. If using multiple products, select "b4easypost". 

  3. Select the edit button next to the message to be edited. 



  4. Adjust the desired fields.

  5. Save.


Remove a Message from TransForm (b4easypost)


A message can be removed from b4easypost by deleting the message. Messages cannot simply be made inactive.

Deleted messages cannot be recovered.

  1. Select “Property Settings” then “Manage Messages”. 

  2. If using multiple products, select "b4easypost". 

  3. Select the trash-can icon next to the message to be deleted.



Need more help?

Create a support ticket

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