--- title: "Performing a Credit Check" slug: "to-perform-a-credit-check" updated: 2026-08-10T20:04:09Z published: 2026-08-10T20:04:09Z canonical: "help.idibilling.com/to-perform-a-credit-check" --- > ## 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. # Performing a Credit Check To perform a credit check: 1. From the **Make Sale Wizard - Credit Check** window, verify **Skip Credit Check** is unchecked. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/to-perform-a-credit-check-image-i45u6yla.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A28Z&se=2026-11-14T12%3A04%3A28Z&sr=c&sp=r&sig=QZvC2F7Th7zl80ltJkIVk%2FgGLsD30rsAMcif1gLOlp4%3D) 1. Verify the credit check information and click **Submit** to process the request. ***Note:*** *The Finish button is grayed out until the check is done.* ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/to-perform-a-credit-check-image-l10milm5.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A28Z&se=2026-11-14T12%3A04%3A28Z&sr=c&sp=r&sig=QZvC2F7Th7zl80ltJkIVk%2FgGLsD30rsAMcif1gLOlp4%3D) Access to Experian's system is for authorized users and only for permissible purpose access. Unauthorized access is prohibited under the Fair Credit Reporting Act and punishable by $2500 and/or 1year in Federal person per occurrence. Click **Clear** to clear the fields and enter different credit information. OR Click **Reset** to reset return the blank fields back to the original information displayed.