---
title: "POS - Search for Existing Customer"
slug: "pos-search-for-existing-customer"
updated: 2026-08-10T20:16:10Z
published: 2026-08-10T20:16:10Z
canonical: "help.idibilling.com/pos-search-for-existing-customer"
---

> ## 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.

# POS - Search for Existing Customer

Searching for an Existing Customer (POS) - General Notes

- When all fields are cleared, every field is enabled.
- Once information is entered into a field in the Search for Existing Customer pane, all of the other fields on the page (both sections) are automatically disabled.
- Only if the field is cleared (either by the user deleting the value or by pressing the ‘Clear’ button), will the other fields become enabled again.
- As a rule, all entered values are trimmed of white space at their beginning and end.
- Only some fields allow wildcards; if you try to enter a wildcard where it is not allowed, an error message is displayed.
- The Clear Fields button clears all fields and all search fields can be accessed.

Refer to Existing Customer Search fields for details.

**Existing Customer Search fields**

| Field | Allow Wildcard | Notes |
| --- | --- | --- |
| Service Number | No | Enter the entire service number. Only exact matches are returned. If a wildcard character is entered, an error message is displayed which may result in the searching of all Services (Active and Disconnected), and search results may contain multiple matches. |
| Account Number | No | Enter the entire account number. Only exact matches are returned. |
| Customer Name | Yes | The wildcard characters (* and %) are allowed in this field. Wildcard characters can be entered anywhere within the associated text field. At least one non-wildcard character is required. If the value entered consists only of a wildcard character, then the message ***Please specify the search criteria*** is displayed. This is the same as the message that is displayed on the current search screen under the same circumstances. The ***Customer Name*** field of all accounts is searched and any account that matches the entered value is returned. |
| Social Security Number (Full) or Social Security Number (Last 4) | No | Enter either the entire number or the last 4, depending upon your permissions. Only exact matches are returned. If a wildcard character is entered, the message, ***Wildcards are not allowed when searching by Social Security Number,*** is displayed. |

> [!NOTE]
> Note:
> 
> If no matches are found and you need to create a new customer, the customer information already entered is transferred to the Create New Customer display.