---
title: "Tabs"
slug: "tabs"
updated: 2026-08-10T20:23:11Z
published: 2026-08-10T20:23:11Z
canonical: "help.idibilling.com/tabs"
---

> ## 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.

# Tabs

Tabs provide access to different categories of customer information and related functions.

#### Summary

The **Summary** tab is the default tab presented when you open a customer account. This tab provides information and functionality related to:

- Primary Customer Contact
- Customer Attributes
- Balance
- Last Invoice

See [Account Summary](/v1/docs/viewing-summary-details-for-a-current-customer).

#### Balances

The **Balances** tab provides information and functionality related to payments, adjustments, invoices, deposits, and store credit (for POS). For further information see [Balances Tab](/v1/docs/working-with-the-balances-tab-to-manage-individual-accounts).

#### Notifications

The **Notifications** tab lets you view notifications that have been sent to a customer, and send new notifications. For further information see [Customer Notifications Tab](/v1/docs/customer-notifications-tab).

#### Account Detail

The **Account Detail** tab provides information and functionality related to:

- Billing address
- Tax information
- Credit information
- Reporting information
- Entitlements
- Threshold reporting limits

For further information see [Account Details](/v1/docs/account-detail-tab).

#### Features, Services

These tabs let you view the currently assigned services and features for a customer account, and let you assign new features and services.

The **Features** tab lets you view and manage customer-level features. These apply to all services assigned to the customer account.

The **Services** tab lets you view and manage services, and features that are assigned at the service level.

For further information see [Catalog Items](/v1/docs/managing-catalog-items-on-an-account).

#### Orders

The **Orders** tab lets you view and manage all orders for a customer account. For further information see [Orders Tab](/v1/docs/orders-tab).

#### Journals, Follow-ups, Troubles

These tabs let you create, track, and manage journal entries, follow-ups, and trouble tickets for a customer account. Trouble tickets may also be created on a global or stand-alone basis. Your system can be configured to display journal entries, follow-ups, and trouble tickets together on the Journals tab; to display each on a separate tab; or to display journals and follow-ups on one tab and trouble tickets on a separate tab. For further information see [Journal Entries, Follow-Ups, and Trouble Tickets](/v1/docs/journal-entries-follow-ups-and-trouble-tickets).

#### Credit Reports

The **Credit Reports** tab lets you

- review the results of a credit report request.
- view the details of a credit report.
- request a new credit report for a customer.

This tab is only available for users that have the applicable permissions configured in the Administration Console Security application.

For further information see [Credit Reports Tab](/v1/docs/credit-reports-tab-customer-account-window).

#### Contacts

The **Contacts** tab lets you view and edit the contact information for a customer account. For further information see [Contacts Information](/v1/docs/contacts-information).