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.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Contact Information

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UG template for Help

You must enter a Primary Customer Contact. You may enter a separate Billing Contact or use the Primary Customer Contact as the Billing Contact:

UG template for Help

First/Mi/Last Name

Company Name

Last name or Company name is required. First name and middle initial are optional

Address

Use up to three lines to enter the street address

City/State/Zip

Enter city, state and zip code. The values available for selection in the State drop down menu depend on the selected Country.

Country

Defaults to the value set via Manage > Settings and can be changed as needed.

Validation

Addresses must be validated.

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Click Validate Now to validate the address. Success is indicated as:

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If the address cannot be validated the following warning is displayed:

UG template for Help

To bypass validation and continue with the address entered, click OK. Bypassing validation is indicated as:

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Clicking CANCEL will leave validation as undetermined:

UG template for Help

Phone Numbers

Add as many phone numbers and email addresses as needed.

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To add phone numbers and/or email addresses for a contact click the corresponding UG template for Help.

Click UG template for Helpto delete.

Email Addresses