customer query

Cash Receipting, Web services

In cash receipting and web services, a customer query is a request to retrieve information about a specific customer or a list of customers from a database or system, usually by an API or service interface. It is used to identify, validate, or retrieve details about the individual or organization making a payment, donation, or transaction.

A customer query searches customer records by filters using the

Customer ID
Name
Email or phone number
Account number
Tax ID or other identifiers

It returns key customer information, which may include

Full name
contact details (email, phone, address)
Account status (active, inactive)
Outstanding balances or credit
Transaction history or receipt references
Associated accounts or departments

Why it's used in Cash Receipting:

To validate the payer before applying a receipt.
To retrieve billing or outstanding balance information when accepting a payment.
To populate receipt details automatically, improving accuracy and speed.
To prevent duplicate records in systems that handle high transaction volume.

The customer query was updated to support Community Development Permit Deposits and Project Deposits.

202508, 2025May09