---
title: "Adding a Journal Entry"
slug: "adding-a-journal-entry"
updated: 2026-08-10T20:22:00Z
published: 2026-08-10T20:22:00Z
canonical: "help.idibilling.com/adding-a-journal-entry"
---

> ## 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.

# Adding a Journal Entry

To add a new journal entry:

1. Perform a customer search and open the Customer window for a specific customer account. See [Accessing Customer Management Records](/v1/docs/accessing-customer-management-records-customer-search).
2. Click the **Journals** tab.
3. Right-click on any row and select **New > Journal**.

This displays the New Journal window.
4. Enter the Journal information as described below:

| ID | This field is blank. When you click **Save** to create a journal entry, the system automatically assigns a unique Journal ID to the new journal entry. |
| --- | --- |
| Reference To | This field is blank. When you click **Save** to create a journal entry, the system automatically populates this field: If this journal entry is created at the customer level, this field is populated with the customer account number associated with the new journal entry. If this journal entry is assigned to a trouble ticket, this field is populated with that trouble ticket's ID number. |
| Journal Type | Select a journal type from the drop-down list. Only user-defined. |
| Journal Status | Select the appropriate journal status from the drop-down list. |
| Internal | If checked, this journal entry is only displayed to your company's users. |
| Display on Customer Summary Tab | Check this check box if you want this journal entry to be displayed on the Customer Management **Summary** tab. |
| Description | Enter a detailed description for the new journal entry (maximum of 4000 characters). The first few words will appear on the **Journals** tab. > [!NOTE] > Note > > The Description field may or may not be editable depending upon your permission settings. To edit this field, both **Edit** and **Edit Description** must be enabled in your Permission Profile. > [!NOTE] > Note > > To start a new line, after entering text, hold down the Ctrl + Enter keys. If you hit the Enter key alone, it will automatically close the window. |
5. Click **Save** to create the new journal entry and close the New Journal window.

> [!NOTE]
> Note
> 
> You can also add journal entries from the **Summary** tab on the Customer # window. If you do not check the “Display on Customer Summary Tab” check box when you create a journal entry, the journal entry will not be displayed on the **Summary** tab. It will only be displayed on the **Journals** tab.