---
title: "Accounts Tab"
slug: "accounts-tab"
updated: 2026-08-11T12:00:24Z
published: 2026-08-11T12:00:24Z
canonical: "help.idibilling.com/accounts-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.

# Accounts Tab

The ACCOUNTS tab displays the Billing Active customers assigned to the selected associate.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85667.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A42Z&se=2026-11-14T11%3A58%3A42Z&sr=c&sp=r&sig=T1g6sQZsHQnRQvvUFyAyzyYF3MTqTRCBKbTMYGuvnT0%3D)

The following information is displayed for each customer:

- Icon indicating Corporate, Prospect or Standard
- Account Number – This serves as a link to the account view in Customer Care if the associate has the permission. Customer Care is opened in a separate browser tab.
- Customer Name
- Account Status
- Account Type
- Balance Due
- Last Invoice Amount
- Services Summary – Hovering over the far right column displays the info icon. Clicking the icon displays a pop-up view listing services on the account by service type and number of services of each type.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85670.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A42Z&se=2026-11-14T11%3A58%3A42Z&sr=c&sp=r&sig=T1g6sQZsHQnRQvvUFyAyzyYF3MTqTRCBKbTMYGuvnT0%3D)

The Search field on the right side of this tab lets you filter the Accounts list. Based on the text you enter, the search will find partial matches for:
  - account number
  - customer name