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About Transaction Categories

Transaction Categories are the types of payments you want to collect.

Examples include ... 

Reservation Deposit

Check-Out Settlement

Group Deposit

Gift Card

Lost & Found Fee

These can be anything you wish to call them.

If TransForm is interfaced to your PMS, you can configure any or all of your Transaction Categories to post to a booking or to a specified account in the PMS.

Creating a Transaction Category

Add a Message to TransForm (b4easypost)

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

Edit a Message in TransForm (b4easypost)

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

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”.