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Notifying Patrons of Your Billing Descriptor: https://help.pm.leapevent.tech/a/1777546
Your billing descriptor is how your organization's name appears on your patrons' credit card statements when they purchase tickets or make a donation.
Due to character limits, your billing descriptor may be a shortened version of your organization's full name.
To prevent any confusion (and avoid chargebacks), we recommend being transparent with your patrons and donors about what billing descriptor they should expect to see for transactions with your organization.
In this article, we'll share some places where we recommend telling patrons and donors about your billing descriptor.
Suggested Language
While you can use whatever language you feel is most clear for your patrons and donors, we suggest using the following language to tell your patrons and donors what your billing descriptor is:
"This transaction will appear on your credit card statement as [BILLING DESCRIPTOR]."
The Order Confirmation Page of the Public Ticketing Site (PTS)
We recommend placing a billing descriptor message on the Order Confirmation Page of your PTS. You can do this in the Order Confirmation Copy.
Learn more about updating the Order Confirmation Copy here.
Donation Form Confirmation Page
We also recommend placing a billing descriptor message on your Donation Form Confirmation Page using the Confirmation Page Message.
Learn more about updating the Donation Form's Confirmation Page Message here.
Confirmation Email Templates
You can also update your Confirmation Email Templates for Ticket Orders so that patrons who pay with a credit card know what to expect.
If you add your billing descriptor message to Confirmation Emails, remember that the text you add will appear in the email for non-credit card transactions too, like orders paid with cash or check.
Consider something like "If you paid via credit card, this transaction will appear on your statement as [BILLING DESCRIPTOR]."
Donation Confirmation Emails
You may also wish to update your Donation Confirmation Email Templates to add your billing descriptor for patrons who donate via credit card.
We especially recommend adding your billing descriptor to the templates set as your Recurring Donation Creation Template and Recurring Donation Payment Template in Organization Settings, since Recurring Donations are almost always paid via credit card.
If you add your billing descriptor message to non-Recurring Donation email templates, remember that the text you add will appear in emails for non-credit card transactions too, like donations paid with cash or check.
Consider something like "For credit card donations, the transaction will appear on your statement as [BILLING DESCRIPTOR]."