---
title: "Searching for a Customer"
slug: "searching-for-a-customer"
updated: 2026-08-10T20:19:54Z
published: 2026-08-10T20:19:54Z
canonical: "help.idibilling.com/searching-for-a-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.

# Searching for a Customer

From the **Application** menu select **Customer Management > Customer Search.**

1. Enter the appropriate search criteria and click **Search**. The results are displayed.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34268.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A54Z&se=2026-11-14T11%3A49%3A54Z&sr=c&sp=r&sig=rs8z3CUWTKfreZGh8FPdEmua8E8v%2BT9FIo7Y1wFJYxM%3D)

Search Criteria

You can search via the following criteria:

| **service number** | The service number is 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 Customer Name is the name of the person or business on the account. |
| **billing contact name** | The Billing Contact Name is 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 the Drivers License was obtained of the individual responsible for the account(s). |

See also:

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

[Working with a New Customer](/v1/docs/34274)

Performing a Quick Sale