--- title: "Account Detail Tab" slug: "account-detail-tab" updated: 2026-07-27T15:35:13Z published: 2026-08-10T20:16:11Z canonical: "help.idibilling.com/account-detail-tab" --- > ## 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. # Account Detail Tab The **Account Detail** tab on the Customer Window displays billing-related information for a customer account, such as: - Primary Billing Contact information - Reporting information - Miscellaneous information (including Entitlements) - Credit information - Tax information ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/54605(1).jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) Click here for . ****field descriptions**** To view the account details for an existing customer account: 1. Click the **Account Detail** tab on the Customer # window. This displays the account details for this customer. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76756(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) 2. The **Account Detail** tab provides the following information: | Primary Billing Contact | | --- | | Name | The name of the individual or company associated with the account who is to receive the invoice. In many instances, the billing name is identical to the customer information name. If the invoice will be sent to someone other than the customer in whose name the account was registered, enter the correct name in the Billing Address section. | | Company Name | The name of the company associated with the account. | | Street1 | The street address of the individual or company listed as the subscriber for this account. If the invoice is to be sent to a different address, enter the correct information in the Billing Address section. | | Street2 | Supplemental address information. Use this for suite or apartment numbers, or other information that won’t fit in the Street1 field. | | Street3 | Supplemental address information. Use this for suite or apartment numbers, or other information that won’t fit in the Street1or Street2 fields. | | City | The name of the city where the individual or company address is located. If the invoice is to be sent to a different city, enter the correct information in the Billing Address section. | | State | The name of the state where the individual or company address is located. If the invoice is to be sent to a different state, enter the correct information in the Billing Address section. | | Zip | The postal code of the customer address. If the invoice is to be sent to a different address, enter the correct code in the Billing Address section. | | Country | The country of the customer address. If the invoice is to be sent to a different country, enter the correct information in the Billing Address section. | | Credit Information | | Date of Birth | Some companies offer discounts or other incentives to customers who fall within certain age groups. > [!NOTE] > Note > > Depending on your permissions, this field may be masked. | | Credit Class | Indicates customer account standing. Used to assist in the assessment of potential credit risk for this account. | | Credit Limit | Used to assist you with reporting fraud and prevention of bad debt. The dollar value of the customer’s Credit Limit. | | DUNS number | The number assigned to a company by Dun & Bradstreet. | | Driver License | The Driver License displayed is the license number of the individual responsible for the account. | | Driver License State | The Drivers License State displayed is the abbreviated State where the drivers license, of the individual responsible for the account, was obtained. | | Reporting Information | | Invoice Format | The combination of reports generated with the invoice for this customer at bill time. | | Region | Designates the assigned region for the customer. Some products, services, and discounts may be limited to certain customer-regions. | | Affinity Group | Affinity pricing plans pay a commission to an outside organization for a percentage of the total calls charged to a group of customers. This field designates the group to which the affinity commission is computed and reported. | | Home Region | Used for custom billing report (Local-Calling-Area) only. | | Billing Indicators ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12523(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) | Click the link to view the Billing Indicators window. ![Billing Indicators 8.03SP6](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29309(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) | | Miscellaneous | | Finance Charge Exempt | ***True***: The customer should not be charged finance charges. ***False***: The customer should be charged finance charges if warranted. | | Reason for Leaving | A brief description of why the customer account has been disconnected. | | Suspend Reason | If the account has been suspended, the reason for the suspension is displayed. | | Entitlements ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12523(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) | Click the link to view the Entitlements window. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12526(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) | | Usage Rounding Option | Displays the usage rounding option associated with the customer account. > [!NOTE] > Note > > This field may or may not be displayed, depending upon your permissions. | | Accounts Recv Group | Displays the accounts receivable group associated with the customer account. > [!NOTE] > Note > > This field may or may not be displayed depending on your permissions. | | Finance Group | Displays the finance group associated with the customer account. > [!NOTE] > Note > > This field may or may not be displayed depending on your permissions. | | Aging Group | Displays the aging group associated with the customer account. > [!NOTE] > Note > > This field may or may not be displayed depending on your permissions. | | Tax Information | | Override Jurisdiction | Displays **true** if the tax jurisdiction has been overridden. Displays **false** if the tax jurisdiction has been set by the system. | | Tax State | Automatically entered based on the customer’s ZIP code. the Tax State can be overridden. In the case where a non-USA country is entered, no tax information is entered. > [!NOTE] > Note > > A required field for U.S. addresses. | | Jurisdiction ID | A unique number that identifies the tax jurisdiction. | | Jurisdiction | Automatically entered based on the address validation method. The tax jurisdiction can be overridden, if necessary. In the case where a non-USA country is entered, no tax information is entered. | | SSN | The customer’s Social Security Number, if applicable. > [!NOTE] > Note > > Depending on your permissions, this field may be masked. | | FEIN | The customer's Federal Employee Identification Number. | | Exemptions ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12523(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) | Click the View link to view the Tax Exemptions window. **(Show picture)** ![TaxExemptionsReadOnly](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/43929(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) See [Additional Info Tab](/v1/docs/additional-info-tab) for more information. | ####