---
title: "Viewing Unit Balances"
slug: "viewing-unit-balances"
updated: 2026-08-10T20:22:07Z
published: 2026-08-10T20:22:07Z
canonical: "help.idibilling.com/viewing-unit-balances"
---

> ## 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 Unit Balances

The IDI platform provides quick access to unit balance information via the Customer window.

- From the menu bar, select **Account > Unit Balance**.
- From the **Summary** tab Balance Information section, click the **Unit Balances** link.
- From the **Services** tab, right-click on the service and select **Properties > Unit Balance**.

Each of these options displays the Unit Balance window which provides an overview of unit balances for a particular service number.

From here you can drill down in a selected category to see a ledger-style history of unit balance activity (allocations, depletion through usage, adjustments and so on) for individual discounts within the category. You can also adjust (debit or credit) a unit balance from the ledger view.

**Opening the Unit Balance ledger**

![opening the Ledger View](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45309.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A45Z&se=2026-11-14T11%3A58%3A45Z&sr=c&sp=r&sig=8QW12zvxVJ%2FG%2BL%2BR66exCOHLA0hgnURpoyfl4FbqfPY%3D)

See also:

[Unit Balance Window](/v1/docs/unit-balance-form)

[About Unit Balance](/v1/docs/about-unit-balance)