---
title: "Customer Search"
slug: "customer-search"
updated: 2026-07-27T09:46:57Z
published: 2026-08-10T20:17:56Z
canonical: "help.idibilling.com/customer-search"
---

> ## 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 Search

The two distinct sections on this window let you either search for an existing customer OR create a new customer.

**Only one section can be used at a time** depending on your intent.

[Search for Existing Customer](/v1/docs/pos-search-for-existing-customer)

[Create New Customer](/v1/docs/pos-create-new-customer)

> [!NOTE]
> Note:
> 
> The Create New Customer performs a search to ensure that you don't duplicate an existing customer.

**If no match is found**, you can proceed with the Make Sale wizard to create a new account.

- The New customer window will be populated with your search information.

**If one or more matches are found**, work with the customer to find the correct match and proceed with the existing account.
- If none of the customers found are correct, you can override the search results and create a new account if you have manager override permissions.