---
title: "Identifying the Customer"
slug: "identifying-the-customer"
updated: 2026-08-07T19:41:40Z
published: 2026-08-10T20:04:11Z
canonical: "help.idibilling.com/identifying-the-customer"
---

> ## 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.

# Identifying the Customer

If your system is set up to track customer information, you need to identify the type of customer each time they make a purchase.

**(More)**

**Bill To Same as Sold To**

This is automatically checked, so it is correct for a typical residential customer. Uncheck it if the Bill To address and Sold To address are different, then enter the Bill To information.

**Type**

The customer type can be Residential or several other business types. Other types may allow customers to receive accounts receivable privileges and certain access privileges. Some of the business types provide reporting information for tax exemptions.

**Account Number**

This is an informational field for accounts receivable customers.

**Account Receivable**

This is an informational field for accounts receivable customers.

**Approval**

Do not add any information to this field. It is used during a credit approval process.

**Term**

Select the payment terms (Due on Receipt, Net 10, Net 30, and so on).

1. Select **Detail**

| In this field … | Do this… |
| --- | --- |
| Company | Type the Company Name of the customer. |
| Work # | Type the work telephone number of the customer. |
| Ext | Type the extension of the customer's work telephone number. |
| Fax | Type the customer's fax number. |
| Contact | Type the name of the company contact person. |
| Discount | Press **Down Arrow** to select a new discount rate for all the customer's purchases. |
2. Select the **Tax Exemption**
3. Select the Checkbox for the appropriate Tax Type that is to be exempted. Enter the Exempt ID in the Column next to it. (Select the Column with the Mouse).
4. Select **Other**
5. Enter the **Social Security Number** and **Birthday.**
6. Enter the **Driver's License number, state** and **country.**
7. Select the **Additional**
8. Press **Next** and continue to Select Products for Purchase.

See also:

**Working with Existing customers**

You can recall customer data by entering the following criteria:

- Service Number
- Account Number
- Customer Name
- Billing Contact Name
- Social Sec. Number (Last 4)
- Driver's License (Last 4)
- Driver's License State

**Working with New customers**

To make a sale:

1. Login to the system.
2. From the Application menu, select POS Front Office > Make Sale. This displays the customer search window.

**(Show Picture)**

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/65738(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A12Z&se=2026-11-14T11%3A58%3A12Z&sr=c&sp=r&sig=2RiAEvMYQcKaiCpr%2FLij2XdqAkjE9EaKiHrn8s440nw%3D)
3. Enter the Customer information and click **Search.** [(More)](/v1/docs/searching-for-a-customer)

> [!NOTE]
> Note
> 
> If an existing customer is found, the information is displayed. [(More)](/v1/docs/working-with-existing-customers)

Select to perform a quick sale.

**Proceed As Quick Sale**

Quick Sale is a exchange of physical inventory or a POS service in exchange for tender.
4. Select **Create New Customer**.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34275(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A12Z&se=2026-11-14T11%3A58%3A12Z&sr=c&sp=r&sig=2RiAEvMYQcKaiCpr%2FLij2XdqAkjE9EaKiHrn8s440nw%3D)
5. Enter the appropriate Customer Information. [(More)](/v1/docs/entering-customer-information)
6. Click **Next.** This displays the Retail Discount window.
7. Click **Next.** This displays the Credit Check window. [See Performing a Credit Check](/v1/docs/34286) for additional information.
8. At this point, you may choose to skip the credit check or not. See for additional information.

**Requesting a Credit Report**

You can request a credit report in one of four ways:

  - [From the Customer Window](/v1/docs/from-the-customer-window)
  - [From the Application Menu](/v1/docs/from-the-application-menu)
  - [From a Credit Report Search](/v1/docs/from-a-credit-report-search)
  - [From an Open Report](/v1/docs/from-an-open-report)

See also:

Using a Guided Order

[Entering Customer Information](/v1/docs/entering-customer-information)

[Working with Existing Customers](/v1/docs/working-with-existing-customers)

[Searching for a Customer](/v1/docs/searching-for-a-customer)

Suspending the Sale

Working with Guided Assignments