Customise your statement descriptor for bank records


When you process an electronic payment, the default statement descriptor for the charge on your patients' bank statements is set to the name of your practice group. The statement descriptor can be changed any time and can be specified for your whole practice group, a location or an individual practitioner.



In accordance with banking standards, statement descriptors have a limit of 22 characters.

Change the bank statement descriptor for your charges

  1. Click Settings > Payments.

  2. Under the Deposits section, next to the level for your deposit settings (group, clinic or individual), click the Icon-Edit.svg edit icon. (If you want to specify a descriptor for your location or individual practice, you must add new deposit settings for the relevant level.)

  3. In the pop-up, under the Statement Description section, configure the following:

    • Payment Descriptor: Enter the descriptor you want to use. This appears in your patients' bank statements when they are charged at your practice via Halaxy.

    • Phone Number (optional): Enter a phone number that appears with the descriptor. This gives the patient your contact number right away, in case they want to ask about the charge.

  4. Click Save.

When you process an electronic payment through Halaxy, the patient's bank statement will show your new payment descriptor.

0 out of 0 found this helpful



Article is closed for comments.