receipt query

Cash Receipting, Web services

In cash receipting, a receipt query refers to a request to retrieve information about one or more receipts from the cash management system. This is commonly used in reporting, auditing, customer service, and reconciliation tasks.

If you're working with a system that uses query-based APIs, a receipt query is a specific operation to read (not change) receipt data.

What a receipt query does:

Fetches details about a single receipt or a list of receipts, often based on filters: Receipt ID, Date range, Payer name, Payment method, Cashier or user ID, Status (for example, posted, voided, refunded).

Typical data returned in a receipt query:

Receipt number
Date and time of transaction
Payer details (for example, name, contact)
Amount received
Payment method (cash, check, credit card, and so on)
Allocated funds or accounts
Receipt status (posted, voided, refunded)\
Notes or memo
User who entered it

Example use cases:

Auditing. Retrieve all receipts for a specific date to match against the cash drawer.
Customer inquiry. Look up a receipt by payer name or transaction ID.
Reporting. Generate a report of all receipts by fund or department.
Reconciliation. Match receipts against bank deposits or general ledger entries.

The receipt query is included in the 2025.11 release. It supports Community Development Permit Deposits and Project Deposits.

202508, 2025May08