Set Billing Descriptor

The billing descriptor helps customers recognize merchants and transactions on their card statements. Instead of using a generic descriptor that could cause confusion, merchants can set a custom billing descriptor to match their business name. This personalization helps reduce friendly chargebacks, as customers are more likely to recognize the charge.

The platform automatically sets the billing descriptor during account creation based on the merchant's business name, but it can be updated anytime by the Primary Account Holder or an Admin user. Having a clear and recognizable descriptor is one of the most effective ways to prevent friendly chargebacks. If your company operates under a Doing Business As (DBA) name, we strongly recommend using the DBA name for your billing descriptor.

How to update your billing descriptor:

1. Click the cog icon in the lower-left corner to access Settings.

2. Navigate to Business Details, then select either the Merchant File or Nonprofit File tab, depending on your organization.

3. Under General, update the Billing Descriptor field and click Save.

Note: If you display your billing descriptor on your website, please make sure it matches that in the system.