Overview
A quick payment-and-credit review can save a lot of time when the user needs to answer a partner account question.
Where To Find It
Path: Partner payment and credit review dialogs
Use this review screen when users need a practical look at payments and credits without opening multiple separate transactions one by one.
How It Works
QBM provides a focused view of payment and credit activity so the user can understand the account state more quickly.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Payment review | Shows the relevant payment-side history or position. | Use it when a partner asks what has already been paid. |
| Credit review | Shows the available or historical credit position. | Use it when deciding whether more credit is available or already used. |
| Balance context | Helps place payments and credits in the wider account picture. | Use it when support or follow-up requires a quick explanation. |
Recommended Workflow
- Open the review screen from the relevant partner context.
- Check payment-side information first.
- Review the credit-side information next.
- Return to the detailed transaction only if the quick view is not enough.
Best Practice
- Use the quick view to answer routine questions faster.
- Move into the detailed transaction only when the quick picture is not sufficient.
- Review credits and payments together when the account question spans both.