IN BRIEF
The "Transactions" section of the SETTINGS menu controls how payments, receipts, and payment gateways are handled within the System. The information entered here is used throughout billing, reporting, and payment processing features, making it an important step during initial setup or when updating financial workflows.
Overview
The "Transactions" settings determine how your account processes payments and interacts with third-party payment services. These settings support credit card processing, receipt configuration, and gateway device usage, and they directly impact how transactions are recorded and displayed across the System.
This section is typically configured when:
- Setting up payment processing for the first time.
- Switching payment processors.
- Reviewing or updating how transactions are handled within iClassPro.
Accessing the Feature
- From the main navigation menu, go to SETTINGS.
- Select Transactions.
Step-by-Step Instructions
Signing Up for Payment Processing
Before transactions can be processed, payment services must be activated on the account. iClassPro supports multiple payment processing options, each with its own application process.
- To apply for iClassPro Payment Services, refer to How Do I Start an iClassPro Payment Services Application?
- To use Stripe as a payment processor, refer to How Do I Sign Up for Payment Processing with Stripe?
Once approved, payment processing options become available within the "Transactions" settings.
Transaction Settings
The Transaction Settings area controls how payments and receipts are managed across the System.
- These settings define how payment and receipt options behave in billing-related workflows.
- Configuration options may affect:
- Receipt generation.
- Payment confirmations.
- How transaction data appears in reports and account histories.
For detailed configuration steps, refer to Where Do I Configure Payment/Receipt Options?
Gateway Settings
Gateway devices are used for in-person payment processing and must be configured before use.
- Gateway device setup is handled directly by the iClassPro Payment Services team.
- Configuration cannot be completed directly within the account without assistance.
Important Notes:
- Gateway devices can only be configured by the account owner.
- Staff members must have "Admin Access" to work with gateway-related settings.
Troubleshooting & FAQs
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Why do I not see payment processing options in my Transactions settings?
- Payment processing options only appear after your payment services application has been approved.
-
Can I configure gateway devices myself?
- No. Gateway devices are configured by the iClassPro Payment Services team and require account owner access or staff with "Admin Access."
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Do Transaction Settings affect reports and billing history?
- Yes. The information stored in "Transactions" settings is used throughout billing, receipts, and transaction-related reports.