---
title: "Working with Existing Customers"
slug: "working-with-existing-customers"
updated: 2026-08-10T20:19:54Z
published: 2026-08-10T20:19:54Z
canonical: "help.idibilling.com/working-with-existing-customers"
---

> ## 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.

# Working with Existing Customers

1. If more than one customer is returned in the list, select the appropriate customer and check the **Use Existing Customer** check box.
2. Click **Next.** This displays the Credit Check window.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34283.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A53Z&se=2026-11-14T11%3A58%3A53Z&sr=c&sp=r&sig=0xbQ%2FKGte2pI%2FLf67Bai%2BdWIkdBxKcTavJ8IhB%2F62is%3D)
3. You can either skip the credit check or [perform a credit check](/v1/docs/34286).
4. Click **Finish.** This displays the Make Sale window.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34289.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A53Z&se=2026-11-14T11%3A58%3A53Z&sr=c&sp=r&sig=0xbQ%2FKGte2pI%2FLf67Bai%2BdWIkdBxKcTavJ8IhB%2F62is%3D)
5. Enter products and click **Complete Sale** to finish the transaction. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34292.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A53Z&se=2026-11-14T11%3A58%3A53Z&sr=c&sp=r&sig=0xbQ%2FKGte2pI%2FLf67Bai%2BdWIkdBxKcTavJ8IhB%2F62is%3D)

See also:

[Performing a Credit Check](/v1/docs/34286).

[Searching the Product Catalog](/v1/docs/searching-the-product-catalog-1)

[Printing the Quote](/v1/docs/printing-price-quotes-and-reprinting-invoices)

[Viewing the Transaction History](/v1/docs/using-customer-transaction-history)

[Creating a New Customer](/v1/docs/34274)

[Editing Customer Information](/v1/docs/editing-customer-information)