---
title: "Customer form"
slug: "customer-form"
updated: 2026-07-27T12:40:21Z
published: 2026-08-10T20:17:04Z
canonical: "help.idibilling.com/customer-form"
---

> ## 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.

# Customer form

The Customer form is the focal point for managing customer accounts.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/72021(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A48Z&se=2026-11-14T11%3A57%3A48Z&sr=c&sp=r&sig=FV47dM3Lr%2FvNRsdv6CAvtfq4AAzBLXSEnbitPaAC5zk%3D)

The Customer form has five functional areas for customer management

#### Title Bar

The title bar indicates the name and account number for the selected customer.

#### Header

The header provides other account information. See [Header](/v1/docs/header).

#### Menu Bar

The menu bar provides a wide range of customer management functions including editing customer information, changing bill cycle, adding services and features. See [Menu Bar](/v1/docs/menu-bar).

#### Toolbar

The tool bar lets you create and use custom toolbars. See [Toolbar](/v1/docs/toolbar).

#### Tabs

Several tabs provide access to specific functional areas for managing a customer's account. See [Tabs](/v1/docs/tabs).

#### Disconnect/Reconnect

- In addition to the functional areas described above, you can [disconnect the current customer](/v1/docs/disconnecting-a-current-customer-and-services)
- [reconnect the current customer](/v1/docs/reconnecting-a-disconnected-customer)

#### Other Customer Management Functions

[Accessing Customer Management Records](/v1/docs/accessing-customer-management-records-customer-search)

[Sales Channels](/v1/docs/managing-sales-channels)

[Account Code Groups](/v1/docs/account-code-groups-and-account-codes)

[Markets](/v1/docs/about-markets)

[Adding a New Customer](/v1/docs/adding-a-new-customer)

[Account Summary Details](/v1/docs/account-detail-tab)

[Catalog Items](/v1/docs/managing-catalog-items-on-an-account)

[Editing Customer Information](/v1/docs/editing-customer-information)

[Journal Entries, Follow-Ups and Trouble Tickets](/v1/docs/journal-entries-follow-ups-and-trouble-tickets)

[Orders](/v1/docs/orders)

[Unit Balances](/v1/docs/about-unit-balance)

[Managing Retail Installment Plans](/v1/docs/managing-installment-plans-on-an-account)

[Corporate Accounts](/v1/docs/working-with-corporate-accounts)

[Address Validation](/v1/docs/address-validation-for-taxes)

[CSA Checks](/v1/docs/about-csa-check)

[AdvancePay](/v1/docs/about-advancepay)

[Automated Account Status Processing](/v1/docs/automated-account-status-processing)

[Equal Access Search](/v1/docs/equal-access-search)

[Change Reason History](/v1/docs/change-reason-history-search)

[Billing Reports](/v1/docs/billing-reports)

[Custom Web Browser](/v1/docs/custom-web-browser-tabs)

[Customer Service Scripts](/v1/docs/customer-service-scripts)

[Third Party Verification](/v1/docs/third-party-verification)