On the Teams page, you can set up several Payout Preferences. Setting your statement descriptor is an important option. Below where you add your bank account and select your transaction frequency, you’ll see an option to select Statement Descriptor. This is the message next to the charge amount that applicants will see on their credit card or bank statements. It’s set as a default to ClearForms, Inc. but we strongly recommend adding your government name here. In the example below, it’s the section that says “Inyo County Clerk” Please be advised that there is a 22 character limit for this description (imposed by banks). If you try and save a longer name, you’ll get an error message.
Below the Statement descriptor is the Payout Descriptor - this is what will appear on your bank account records when money is transferred into your account from ClearForms. If your government has many workflows and multiple teams using ClearForms, each should set a different payout descriptor to make reconciliation go more smoothly for your finance people.