Deposit and Statement Settings is where your Deposit Schedule and Statement Descriptor are set. Follow the instructions below to learn how to access and update these settings.

How to Update Your Deposit Schedule and Statement Settings

  1. Login to your Admin account.

  2. Click on Giving in the left-hand menu of the dashboard.

  3. Next, click Settings.

  4. If you have multiple locations, select the one that you are updating settings for and all setting changes will apply to the selected location.

  5. Click Deposit and Statement Settings.

  6. Update your Deposit Schedule, which can be changed to daily, weekly, or monthly.

  7. Update your Statement Descriptor.

    This will be the description that your donors see on their bank or credit card statements.
    Please Note: Statement descriptors must be 5 to 22 characters, will be displayed in all caps, cannot use the special characters <, >, ', or ", and must not consist solely of numbers.

  8. Click the Save Changes button, and you're all set! 🎉

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