---
title: "Additional Info Tab"
slug: "additional-info-tab"
updated: 2026-07-27T12:56:58Z
published: 2026-08-10T20:16:39Z
canonical: "help.idibilling.com/additional-info-tab"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Additional Info Tab

The **Additional Info** tab is used to enter and maintain additional reporting, tax, and/or credit information to an existing customer or a prospect.

**(Show picture)**

![EditCustInfo_AddlInfo](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/74303(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D)

The **Additional Info** tab provides the following input fields:

| Reporting Information |
| --- |
| Invoice Format | Select the invoice format from the drop-down list (Business Landscape, Residential, and so on). |
| Region | Select the region from the drop-down list, if applicable. Some products, services, and discounts may be limited to certain customer regions. |
| Affinity Group | Select the Affinity Group from the drop-down list, if appropriate. This designates the group to which the affinity commission is computed and reported. Affinity pricing plans pay a commission to an outside organization for a percentage of the total calls charged to a group of customers. |
| Home Region | Select the Home Region from the drop-down list, if applicable. This is only used for custom billing report purposes (Local-Calling-Area). |
| Usage Rounding Option | Select the usage rounding option from the drop-down list. See [Rounding Options](/v1/docs/rounding-options). |
| Accts Receivable Group | Select the Accounts Receivable Group from the drop-down list. > [!NOTE] > Note > > The appropriate permissions must be enabled. |
| Finance Group | Select the Finance Group from the drop-down list. Each finance Group has a set of rules for calculating finance charges, which defines the a grace period (number of days) allowed before a balance becomes past due. This grace period enables the finance group to charge a minimum finance charge. > [!NOTE] > Note > > The appropriate permissions must be enabled. |
| Aging Group | Select the Aging Group from the drop-down list. The default is “monthly”. If none is selected, the default buckets are used. > [!NOTE] > Note > > The appropriate permissions must be enabled. |
| Finance Charge Exempt | Select/check this check box if the customer is exempt from finance charges. |
| CPNI Opt In | Select/check this check box if the customer has "opted-in," meaning he or she is willing to allow agents to view detailed customer information (Customer Proprietary Network Information, as defined by the FCC). |
| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12324(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D) | Displays the Entitlements. See [Entitlements](/v1/docs/entitlements). |
| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12322(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D) | Displays the Billing Indicators. See [Billing Indicators](/v1/docs/billing-indicators). |
| Credit Information |
| Credit Class | Used to assess a customer account from a risk perspective. Select the appropriate credit class from the drop-down list. |
| Date of Birth | Customer’s date of birth. Click [**Edit**](/v1/docs/editing-a-driver-license-number) to add or change the date. > [!NOTE] > Note > > Depending on your permissions, this field may be masked. |
| Credit Limit | Used for reporting fraud and preventing bad debt. Enter the dollar value of the customers’ credit limit. |
| DUNs Number | Dunn & Bradstreet number assigned to the customer. |
| Driver License | The Drivers License entered, or displayed, is the license number of the individual responsible for the account. Click [**Edit**](/v1/docs/editing-a-driver-license-number) to add or change the license number. |
| Driver License State | The Drivers License State entered, or displayed, is the abbreviated State where the drivers license, of the individual responsible for the account, was obtained. |
| SSN | Customer’s Social Security Number. Click the **Edit ...** button to add/edit this field. > [!NOTE] > Note > > Depending on your permissions, this field may be masked. |
| FEIN | Customer’s Federal Employer Identification Number. |
| Tax Jurisdictions > [!NOTE] > Note > > Tax information is only entered/provided if the account's country is USA. |
| Override | Select/check this check box if you want to apply a different tax jurisdiction. |
| Tax State | Automatically set, based upon the customer’s Zip Code. **Notes**: - Required for addresses in the USA. - This field is enabled only when the **Override** check box is selected/checked. |
| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12326(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D) | Displays the Choose Tax Jurisdiction window. ![CustInfoChooseTaxJuris](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/43742(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D) Check each Jurisdiction you want to apply and click **Save**. The Jurisdiction(s) is added to the list on the Additional Info window including County, City, Jurisdiction ID, and any notes that apply. > [!NOTE] > Note > > This link is enabled only when the **Override** check box is selected/checked. |
| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12328(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D) | Displays the account's tax exemptions. (See below) > [!NOTE] > Note > > When adding a customer whose country is Canada or Mexico, you must select the following tax exemptions at the customer level to prevent U.S. Federal Taxes and Surcharges from being charged to the customer - Federal Tax, Federal Surcharge, Federal USF. |

#### Tax Exemptions by Customer

Use the Tax Exemptions option to define a list of tax exemptions by customer.

1. First, open a customer's account form.
2. From the **Edit Customer Info** form in Customer Management, access the **Additional Information** Tab and click the **Tax Exemptions** link. This displays the Tax Exemptions form.

![EditCustInfoAddlTaxEmpt](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/43748(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D)

#### General Exemptions

The top of this form lists general exemptions: Tax, Surcharge, USF and E911. Each column includes its associated jurisdictions.

Checking any of these boxes places an exemption on **all** taxes within that grouping. Enter the appropriate tax exemption IDs.

#### General Exemptions Example

As shown in this form, this customer is exempt from **all** federal taxes, as well as **all** E911 taxes.

#### Edit a General Exemption

To edit a General Exemption:

1. Check a check box to activate an exemption applying to this customer or uncheck it to deactivate an exemption.
2. Click **Save** to keep these changes, or **Cancel** to return to the customer account detail tab without making any changes.

#### Extended Exemptions

The bottom of the Tax Exemptions form shows extended exemptions. These are very specific tax exemptions that are a subset of a general exemption. Use this area to add or delete an extended exemption.

#### Edit an Extended Exemption

To add an extended exemption:

1. Right-click in this section and choose a jurisdiction. This displays the Add Extended [jurisdiction name] Exemption form.

![AddExtendedExemption](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/43750(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D)
2. To continue, double-click an exemption. The exemption row is displayed in the Extended Exemptions section of the form.
3. To delete an extended exemption, select it, right-click and click **Delete**.

#### General Exemptions Example

As shown in the previous Tax Exemption form, this customer is exempt from the county sales tax, but is not exempt from any other county taxes (except E911 because it is checked at the top).

> [!NOTE]
> Note
> 
> Overlap of exemptions is possible, but does not cause any problem. For example, if a general federal exemption is activated, and a federal extended exemption is listed at the bottom of this form, the customer is exempt from all federal taxes. (The extended exemption is simply redundant and can be deleted.)