customer_query

customer query

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. 

 

 

 

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