Customer ID Manager

The customer ID represents a universal field that can be referenced in your account. Examples of customer IDs could be an invoice number, account number, or client number. The Customer 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 Customer ID data:

1. Log into your account and select Contacts 

2. From the contacts page select Customer ID Manager

 

 

3. Select Add Customer ID

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

 

 

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

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