Customers and account numbers

Each customer is identified inside PayMidWare by a hidden id you never need to type. You can also give a customer an optional Account number of your own, such as the number from your billing system.

• Add it when you create the customer, or edit it later on the customer's page.
• An account number must be unique among your customers. If you try a number that is already used, you are told.
• It can be left blank. Many customers can have no number.
• The Customers list has an Account number column and a search box that finds a customer by name, email, phone or account number.
• If QuickBooks or Salesforce is connected, the account number is sent along with the customer.

A customer with no name is shown by email, then by account number.