---
title: "Spending Limits Search"
slug: "spending-limits-search"
updated: 2026-08-10T20:15:52Z
published: 2026-08-10T20:15:52Z
canonical: "help.idibilling.com/spending-limits-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.

# Spending Limits Search

The Spending Limits Search lets you search for customer accounts based on specific spending limit criteria. To initiate a Spending Limits Search:

- On the **Applications** menu, click **Treatment Management > Spending Limits Search**.

This displays the Spending Limits Search form.

![SpendingLimitsSearch](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/49495.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A04Z&se=2026-11-14T12%3A08%3A04Z&sr=c&sp=r&sig=hLo1aQFJNmAk5%2BbO9lU1Cyp4S50vlWO4HoJEs7SUmcc%3D)
- Enter the appropriate search criteria.You can select as many check boxes as you wish in each section: none, some or all.
- Click **Search**.

**Notes:**
  - ***If no search criteria are specified, all accounts are returned in the search results.***
  - ***If applicable, only results allowed by a user limit-to profile will be displayed.***

#### Search Results

The Spending Limits Search Results window lists all customer accounts that match the specified search criteria.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/61516.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A04Z&se=2026-11-14T12%3A08%3A04Z&sr=c&sp=r&sig=hLo1aQFJNmAk5%2BbO9lU1Cyp4S50vlWO4HoJEs7SUmcc%3D)

- The Spending Limit is customer's current spending limit.
- The Percent of Limit is the sum of the customer's billed and unbilled amount divided by the customer's spending limit and then multiplied by 100. ((Billed + Unbilled) / Spending Limit) * 100.
- For example, 95.00 in this field would mean the customer’s total balance is 95% of the spending limit.
- The Total (With Usage) amount includes the customer's total balance due and unbilled usage.
- The Total Balance Due amount includes the customer's billed balance and any posted payments or adjustments that have not yet been invoiced.
- Unbilled Usage - The Unbilled Usage amount includes the customer's unbilled usage overage as of the last re-rate/incremental discounting run.

From the Spending Limits Search Results window, you can right-click a customer and select **View** to display the customer window.