Your Plastiq business account is customizable to ensure you have all the information you need to properly credit and post payments made by your customers. This feature is called Payment Forms.
By default, depending on the Business Type you selected when you first registered for your account, there are two fields -
(1) Account Number - This could also be Invoice Number, Member Number, Student Number, etc., and is your company's unique identifier to recognize a customer in your system.
(2) Memo - This is a free text field where the customer can enter a short note to accompany the payment, for example, "January Invoice".
If you'd like to add a new Payment Form or modify an existing one, please email us at firstname.lastname@example.org with what you would like modified, and we'd be happy to make the changes for you.