--- title: "TPV Requests Icon or Actions Menu" slug: "tpv-requests-icon-or-actions-menu" updated: 2026-07-22T12:38:59Z published: 2026-08-10T20:23:40Z canonical: "help.idibilling.com/tpv-requests-icon-or-actions-menu" --- > ## 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. # TPV Requests Icon or Actions Menu This section describes how you access the TPV application via the Customer window. It also defines the TPV functions you can perform via these access methods. 1. On the Applications menu, click **Customer Management > Customer Search**. This displays the Customer Search window. 2. Enter the desired search criteria and click **Search****.** This displays the search results in the Customer Search window. > [!NOTE] > Note > > If only one customer matches the specified search criteria, the Customer Search window is bypassed and the Customer # window is automatically displayed for that customer. In this scenario, skip the next bullet. 3. Either double-click on the desired customer or right-click the desired customer and select **View Customer.** The Customer # window is displayed. 4. On the menu bar select **Account >** **TPV Requests.** OR Click the **TPV Requests** icon provided in the application toolbar. All TPV requests associated with this customer are displayed in the Third Party Verification Request Search Results window. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22442(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A05Z&se=2026-11-14T12%3A12%3A05Z&sr=c&sp=r&sig=udYeCJCiP2X1LD%2FTDfMIe3IxAYIvFAYDYYl6n%2B5hMc4%3D) From this window, you can perform the following functions: View the details of a specific TPV request **(More)** You can view the details of a specific TPV request from the Third Party Verification Request Search Results window: 1. Either double-click the desired TPV request or right-click the desired TPV request and select **View TPV Request**. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22459(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A05Z&se=2026-11-14T12%3A12%3A05Z&sr=c&sp=r&sig=udYeCJCiP2X1LD%2FTDfMIe3IxAYIvFAYDYYl6n%2B5hMc4%3D) 2. See [**View TPV Request**](/v1/docs/view-tpv-request-1) in the Applications Menu section for the specific instructions for viewing a TPV request. Resubmit a failed TPV request **(More)** You can resubmit a failed TPV request from the Third Party Verification Request Search Results window. In order to resubmit a failed TPV request, you must have **TPV > New** enabled in your Permission Profile (Application/CostGuard Client/Customer Management/TPV/New). 1. Right-click the failed TPV request and select **Resubmit TPV Request**. > [!NOTE] > Note > > The **Resubmit TPV Request** function is only enabled for TPV requests that contain a Status set to Failed. Otherwise, this function is grayed-out in the submenu and cannot be selected. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22461(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A05Z&se=2026-11-14T12%3A12%3A05Z&sr=c&sp=r&sig=udYeCJCiP2X1LD%2FTDfMIe3IxAYIvFAYDYYl6n%2B5hMc4%3D) 2. See [**Resubmit TPV Request**](/v1/docs/resubmit-tpv-request-1) in the Applications Menu section for the specific instructions for resubmitting a TPV request. Mark an in-process TPV request as “No Response” **(More)** You can mark an in-process TPV request as “No Response” from the Third Party Verification Request Search Results window. In order to do this, you must have **TPV > New** enabled in your Permission Profile (Application/CostGuard Client/Customer Management/TPV/New). 1. Right-click the in-process TPV request and select **Mark as “No Response”**. > [!NOTE] > Note > > The **Mark as “No Response”** function is only enabled for TPV requests that contain a Status set to In Process. Otherwise, this function is grayed-out in the submenu and cannot be selected. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22463(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A05Z&se=2026-11-14T12%3A12%3A05Z&sr=c&sp=r&sig=udYeCJCiP2X1LD%2FTDfMIe3IxAYIvFAYDYYl6n%2B5hMc4%3D) 2. See [**Mark TPV Request as No Response**](/v1/docs/mark-tpv-request-as-no-response-1) in the Applications Menu section for the specific instructions for marking a TPV request as “No Response”. Create and submit a new TPV request **(More)** In order to submit new TPV requests, you must have **TPV > New** enabled in your Permission Profile (Application/CostGuard Client/Customer Management/TPV/New). To create a new TPV request, you must first view a specific customer. Then, select **TPV Requests** from the Actions menu or click the **TPV Requests** icon provided in the application toolbar (as described earlier in this chapter). The TPV requests associated with that customer are displayed in the Third Party Verification Request Search Results window. From here, you can create and submit a new TPV request. 1. Right-click anywhere within the search results and select **New TPV Request**. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22465(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A05Z&se=2026-11-14T12%3A12%3A05Z&sr=c&sp=r&sig=udYeCJCiP2X1LD%2FTDfMIe3IxAYIvFAYDYYl6n%2B5hMc4%3D) This displays the New TPV Request window. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22466(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A05Z&se=2026-11-14T12%3A12%3A05Z&sr=c&sp=r&sig=udYeCJCiP2X1LD%2FTDfMIe3IxAYIvFAYDYYl6n%2B5hMc4%3D) The New TPV Request window contains the following input fields, which the system populates with the contact information that is stored in the system’s database for this customer. A blank input field indicates no information exists in the database for that particular data item. | First Name | Customer contact’s first name. | | --- | --- | | Last Name | Customer contact’s last name. | | BTN (required) | Customer’s billing telephone number – telephone number third party uses to contact customer for verification purposes. | | Street 1 | Customer contact’s street address. | | Street 2 | 2nd line of customer contact’s street address, if applicable. | | City / State / Zip | Customer contact’s city, state, and zip code. | | Last 4 digits of SSN | Last 4 digits of customer contact’s social security number. | | Date of Birth | Date of birth is not stored in the system’s database, therefore, this field is blank. | | Fax | Customer contact’s fax number. | | Email | Customer contact’s email address. | | Language | Customer contact’s language. | | Verification Items | 3 check boxes that indicate which items need to be verified (at least one must be checked): - Local Service - Local Toll - Long Distance All 3 boxes are checked by default. | | Service Number | List of this customer’s active service numbers, whose basic service type is Equal Access. At least one must be checked All service numbers are checked by default. | 1. Edit the information in this window, as desired. > [!NOTE] > Note > > Editing the pre-populated contact information does not change the contact information that is stored in the system’s database. This only changes the data sent to the independent third party in the TPV request. 2. Uncheck any Verification Items that do not apply to this TPV request. Make sure that only those services that require verification are checked. 3. Uncheck any service numbers that do not require verification. > [!NOTE] > Note > > If different service numbers require verification of different Verification Items, you must submit separate TPV requests for each unique combination. Example – To verify Local Service for all service numbers and Long Distance for only one of the service numbers: 4. Create one TPV request to verify local service for all service numbers. Make sure all service numbers are checked and Local Service is the only Verification Item that is checked. 5. Create a second TPV request to verify long distance for the service number whose long distance is changing. Make sure this service number is the only number that is checked and Long Distance is the only Verification Item that is checked. 6. Click **Submit** to initiate the TPV request.