---
title: "Make Sale Wizard - Customer Search"
slug: "make-sale-wizard-customer-search"
updated: 2026-07-24T09:28:15Z
published: 2026-08-10T20:20:49Z
canonical: "help.idibilling.com/make-sale-wizard-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.

# Make Sale Wizard - Customer Search

1. Enter some search criteria to either locate an existing customer or create a new customer.

> [!NOTE]
> Tip
> 
> If you want to create a new customer, simply enter a letter (for example: Z) in the Customer Name field. This will ensure that an empty search results list is returned (making the search quicker).

See for field definitions.

**Customer search criteria**

### Search Criteria

You can search with the following criteria:

| Service Number | A unique number associated with an account. |
| --- | --- |
| Account Number | The Account Number is a unique number auto-generated by the system and assigned to a customer when entered into the system. |
| Customer Name | The name of the person or business on the account. |
| Billing Contact Name | The name of the individual to contact regarding billing-related questions or concerns. |
| Social Security Number (last 4) | The social security number entered, or displayed, is the social security number of the individual responsible for the account(s). > [!NOTE] > Note > > When the SSN for a customer is returned after a search, the first five digits are hidden and the last four digits are displayed. |
| Drivers License (last 4) | The drivers license entered, or displayed, is the license number of the individual responsible for the account(s). |
| Drivers License state | The state where the drivers license was obtained for the individual responsible for the account(s). |
2. Click **Search** to display the Customer Search Results window with any matches, and options to proceed.