---
title: "Unit Balance Form"
slug: "unit-balance-form"
updated: 2026-08-10T20:22:07Z
published: 2026-08-10T20:22:07Z
canonical: "help.idibilling.com/unit-balance-form"
---

> ## 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.

# Unit Balance Form

The Unit Balance window shows the unused portion of applied discounts for a selected service number. Unit balances are listed by discount category. Each row indicates the remaining units for the category, and the expiration date for those units.

![UnitBalanceOverview1](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45564.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A43Z&se=2026-11-14T11%3A41%3A43Z&sr=c&sp=r&sig=ZqR3NdyZCX0jL6DDIRjTDGhNrjuXC05gASbO2BhuD6c%3D)

#### Refining the View

**Service Number** - Use the Service drop-down menu to select the service number.

**Catalog Item** - Use the Catalog Item drop-down menu (plan or package) to filter the category list based on plans or packages. The default is to show all Catalog Items. Selecting a catalog item limits the list to only those categories that include the selected item.

**Show Expired Units** - Use this check box to show or hide expired units.

#### Showing Unit Balance Details

From the Unit Balance window you can display the unit balance details for a selected category in a ledger-style presentation. To do this:

- Select the service number from the upper left drop-down menu.

> [!NOTE]
> Note
> 
> When this window is opened from the service tab, the service number for the selected service is already selected in this menu.
- Select the applicable Catalog Item from the drop-down menu.This populates the list based on the selected item. The default is all catalog items.
- Select the row corresponding to the category.
- Right-click and select **View Unit Balance Ledger**.

![opening the Ledger View](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45309.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A43Z&se=2026-11-14T11%3A41%3A43Z&sr=c&sp=r&sig=ZqR3NdyZCX0jL6DDIRjTDGhNrjuXC05gASbO2BhuD6c%3D)

See also:

[Unit Balance Ledger](/v1/docs/unit-balance-ledger)

[About Unit Balance](/v1/docs/about-unit-balance)