Overview
The Customer Receipts List helps users review the payment receipts that have already been recorded for customers. It supports follow-up, tracing, and customer-balance discussion.
Helpful note: This is a review screen for recorded receipts. Use the Receive Payments guide when entering the payment itself.
Where To Find It
Path: Customers > Customer Receipts List
How to use the Customer Receipts List in QBM to review recorded customer receipts, trace payment references, and follow up on receipt history.
How It Works
QBM stores customer receipts and displays them in a searchable list so users can locate receipts by customer, date, reference, or other review criteria.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Receipt history list | Shows recorded customer receipt transactions. | Use it when you need to locate or confirm a receipt. |
| Reference and date review | Helps users trace when and how the receipt was recorded. | Use it during reconciliation or customer follow-up. |
| Receipt opening | Lets users open the selected receipt for more detail. | Use it when the list alone is not enough to answer the question. |
Recommended Workflow
- Open the Customer Receipts List and set the date or customer criteria you need.
- Search for the receipt using customer, date, reference, or amount where relevant.
- Review the list results and open the correct receipt if more detail is needed.
- Use the information for reconciliation, support, or customer communication.
- Return to the payment-entry or statement workflow if a follow-up action is required.
Best Practice
- Use clear references when recording receipts so later lookup is easier.
- Review receipt history before assuming a payment is missing.
- Open the actual receipt when the summary list is not enough.