What is the reference ID manager?

The reference ID represents a universal field that can be referenced in your account. Examples of reference IDs could be invoice number, account number, or client number - see reference ID label. The Reference ID Manager allows you to populate reference ID data to be used as a drop down selection in your virtual terminals and online forms. Follow the instructions below to enter Reference ID data.

1. Log into your account and select 'Contacts'. From the contact page select 'Reference ID Manager'.

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2. Select 'Add Reference ID'

3. Enter the Value as it should appear in the drop down and click save

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Note: To edit any of your reference IDs, select the pencil icon on the right hand side.

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