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.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Using Search Results

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If more than one match is found, the results are .

displayed in a grid

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If only one account is found, the page automatically opens the page for that customer's information.

Note

For some searches, where the value you enter has the potential match both account information and another type of information (Adjustment, Billing Order, Follow-up, Journal, Order, or Payment) the search results will be presented on two tabs.

Results for matches on account number or customer name are displayed on the Account Information tab.

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Results for matches on criteria related to the type of search (for example, Billing Order) are displayed on a second, appropriately named tab.

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