ClearForms

Stephen Corwin

Financial and transaction settings and payout setup for Finance, Treasurers, and general admins

Learn about the Teams function on ClearForms and where you can adjust your Team Profile, see Team workflows, payout and billing information

Finding and changing the set timezone for your team in the ClearForms teams page

Learn how ClearForms automatically sets your internal domains for Teams and how you can edit them

Learn how to connect a bank account, accept payments from constituents, and have those funds transferred to a government bank account

Find out how to access the finance data on your ClearForms transactions that you need for reconciliation

Learn how to set a schedule for payout transfers from ClearForms to your government bank account

Learn how to set a statement descriptor that appears on your users' credit card statements