---
title: "Menu Bar"
slug: "menu-bar"
updated: 2026-08-10T20:23:11Z
published: 2026-08-10T20:23:11Z
canonical: "help.idibilling.com/menu-bar"
---

> ## 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.

# Menu Bar

The menu bar provides access to account management commands organized under ten menus.

| Menu | Command | Description |
| --- | --- | --- |
| **Account** | Edit Customer | Displays Edit Customer form. See [Editing Customer Information](/v1/docs/editing-customer-information). |
| New Change Order | Starts the Change Order wizard. See [Creating a Change Order](/v1/docs/creating-a-change-order). |
| New Catalog Item(s) | Starts the Add Services and Features wizard. See [Adding Services and Features](/v1/docs/add-service-s-and-feature-s-wizard). |
| Account Codes | Displays form for managing account code information on a customer account. See [Account Codes](/v1/docs/account-code-groups-and-account-codes). |
| Departments | Displays form for managing department information on a customer account. See [Adding and Modifying Departments](/v1/docs/adding-and-modifying-departments). |
| PreOrders | Displays PreOrder search results for the customer account. |
| Quotes | Displays a list of Quotes associated with the customer. See [Working with Quotes in the IDI Desktop Client](/v1/docs/working-with-quotes-in-the-idi-desktop-client). |
| Service Address Associations | Displays form for managing service addresses associated with the services in a customer account. See [Service Address Associations](/v1/docs/service-address-associations). |
| TPV Requests | Displays a form for viewing and submitting Third Party Verification requests. See [TPV Requests](/v1/docs/third-party-verification-requests). |
| Usage Search | Displays form for viewing usage for the customer account. See Usage Search. |
| Unit Balance | Displays the balance of applied discounts for a selected service number. See [Unit Balance form](/v1/docs/unit-balance-form). |
| **Status** | Change Reason History | Displays the customer's change order information such as date, service number, type, reason, user and status. |
| Market Change History | Displays a list of of Market-related changes for the customer. See [Market Change History](/v1/docs/market-change-history). |
| Treatment | Displays form for viewing collections information for the customer account. See [About Treatment](/v1/docs/treatment). |
| Corporate Accounts | Displays form for viewing and managing the corporate account structure with which the customer is associated. See [Corporate Accounts form](/v1/docs/about-the-corporate-accounts-window). |
| Customer Alert | Displays a form for viewing and managing current pop-up messages for the account. See Customer Alerts. |
| Deposits | Displays a list of Deposit transactions for the customer account. See [Deposits form](/v1/docs/deposits-form). |
| **View** | Billing Reports | Displays a form for adding a billing report. See [Adding Reports](/v1/docs/adding-reports). |
| Invoice Messages | Displays a form for adding and maintaining invoice messages on a customer account. See [Invoice Messages form](/v1/docs/invoice-messages-window). |
| View Event Log | Displays events related to the customer record. |
| View Services | Displays a list of the customer's services. |
| View Directory Listings | Displays a list of the customer's directory listings. See Viewing All Listings. |
| Warranties | Displays a list of warranties associated with the customer's serialized retail products. See [Viewing Customer Warranties](/v1/docs/viewing-customer-warranties). |
| **Action** (Not visible on disconnected customers) | Suspend Customer | Displays a form for suspending one or more services on a customer account. See [Suspending Services](/v1/docs/suspending-services). |
| Hotline Customer | Displays a form for hotlining one or more services on a customer account. See [Hotlining Services](/v1/docs/hotlining-services). |
| Redirect Customer | Displays a form for redirecting one or more services on a customer account. See [Redirecting Services](/v1/docs/redirecting-services). |
| **OnlineBill** | OnlineBill Users | Displays form for managing OnlineBill users on the customer account. See [OnlineBill Users](/v1/docs/onlinebill-users-customer-window). |
| OnlineBill Events | Displays events stemming from OnlineBill activity during the previous six months. |
| OnlineBill Sessions | Displays a list of the most recent OnlineBill login activity. |
| **POS** | Make Sale | Starts the POS make Sale wizard. See [Make Sale](/v1/docs/about-make-sale). |
| **AdvancePay** | Renew | Opens the Renew AdvancePay Wizard. See [Renewing an AdvancePay Service](/v1/docs/renewing-an-advancepay-service). |
| Refund | Displays a list of items available for refund. See [Refunding an AdvancePay Service](/v1/docs/refunding-an-advancepay-service). |
| Auto Renewals |  |
| **Refresh** | ------------ | Click the Refresh menu to refresh the information in the Customer form. |
| **CPNI** | Send PIN | See [Sending a PIN from a Customer Account form](/v1/docs/sending-a-pin-from-a-customer-account-window) |
| Remove PIN | This allows you to remove a PIN from the customer account. |
| Verify PIN | See [Verifying a PIN](/v1/docs/verifying-a-pin) |
| **Reports** | Customer Usage History filtered by Customer ID | Opens the Run Report dialog for the Customer Usage History report. |
| Customer Usage History Export filtered by Customer ID | Opens the Run Report dialog for Customer Usage History Export. |
| Customer Profile filtered by Customer ID | Opens the Run Report dialog for the Customer Profile report. |
| Tax Audit Log Customers filtered by Customer ID | Opens the Run Report dialog for the Tax Audit Log Customers report. |