---
title: "Viewing Summary Details for a Current Customer"
slug: "viewing-summary-details-for-a-current-customer"
updated: 2026-07-22T12:34:40Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/viewing-summary-details-for-a-current-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.

# Viewing Summary Details for a Current Customer

The **Summary** tab on the Customer window provides summary-level customer information organized by the following categories:

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76335(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A20Z&se=2026-11-14T12%3A04%3A20Z&sr=c&sp=r&sig=%2BRGRyc44RJi3D2AWUZ5LJdsiWbcWjc%2BEEkWE5gCKC24%3D)

**Primary Customer Contact**

| Name | Name of the primary contact for this customer. |
| --- | --- |
| Company | Name of the primary contact’s company. |
| Street 1 | Primary address of the customer. |
| City/State/Zip | Name of the city, state, and zip code of the customer. |
| email | Primary customer contact email address for the customer. |
| Country | Country of the individual or company address of the customer. The default value, USA, is assumed in the Country field. |

**Customer Attributes**

Displays attributes for this customer if applicable. Attributes are used to enter company-specific data not tracked in the IDI platform as standard. For example, you may require a customer to provide a secret word to use when they forget their password. Typically attributes are configured by IDI per your requirements.

[Balance Information](/v1/docs/balance-information)

**Other Information**

| Main Billing Number | The primary phone number used for billing. |
| --- | --- |
| Language | Designates which language the customer prefers for personal contacts and printed bills. Printed bills in languages other than English require customization by your company. |
| Sales Channel | The member of the sales staff responsible for the sale to this customer account. The information is used for computing and reporting commissions. |
| Currency | The currency type (for example, “USD”/US Dollar, and so on.). |

[CPNI Information](/v1/docs/cpni-tab)

**Last Invoice Information**

| Invoice # Link | The number of the most recent invoice that was sent to this customer. Click to view the [Invoice window](/v1/docs/invoice-form). |
| --- | --- |
| Invoice Date | The date the invoice was generated for the customer. |
| Total Amount | The total amount due as displayed on the most recent invoice. |
| Usage / Free Units | Click to view the [Usage Summary window](/v1/docs/usage-summary) if applicable. |

**Retained Journals, Follow-ups and Trouble Tickets**

The bottom portion of the **Summary** tab displays all journal entries, follow-ups, and trouble tickets that are marked as retained. See [Displaying Journal Entries on the Summary Tab](/v1/docs/displaying-journal-entries-on-the-summary-tab) , [Displaying Follow-Ups on the Summary Tab](/v1/docs/displaying-follow-ups-on-the-summary-tab), and [Displaying Trouble Tickets on the Summary Tab](/v1/docs/displaying-trouble-tickets-on-the-summary-tab) (respectively) for additional information.