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

# Modifying a Journal Entry

To edit a 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 **Edit**.

This displays the Edit Journal window.
4. Make any changes as required as described below:

| ID | System-defined ID assigned to this journal entry. |
| --- | --- |
| Reference To | If this journal entry was created at the customer level, this field contains the customer account number assigned to that customer. If this journal entry was assigned to a trouble ticket, this field contains that trouble ticket's ID number. |
| Journal Type | Journal type assigned to this journal entry. |
| Journal Status | Journal status assigned to this journal entry. |
| Internal | If checked, this journal entry is only displayed internally. |
| Display on Customer Summary Tab | If checked, this journal entry is displayed on the Customer Management **Summary** tab. |
| Description | Description entered for this journal entry (maximum of 4000 characters). The first few words will appear on the **Journals** tab. Notes: This 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] > 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. |
| Entered By | User ID assigned to the user that originally created this journal entry, followed by the date and time the journal entry was created. |
| Last Modified By | User ID assigned to the user that last modified this journal entry, followed by the date and time of the last modification. |
5. Click **Save**. This closes the Edit Journal window and updates the **Journals** tab with the changes you made.