Skip to main content

Receipt Lookup

Receipt Lookup allows you to search specific receipt IDs to locate the Persona and the sale associated with that receipt. This tool is primarily used for troubleshooting issues related to transactions, profile merges, and missing purchase history.

Updated over 2 weeks ago

Prerequisites

Before getting started, ensure you have:

Required Permissions:

Receipt Lookup is available to users with the following permissions:

  • Analyst

  • Marketing

  • Marketing Analyst

  • Operator

  • Owner

How to Use Receipt Lookup

1. Retrieve the Receipt ID

There are two ways to find the receipt ID:

Option 1: Copy from the POS

  • Copy the receipt ID directly from your POS system

⚠️ If you are a Greenline POS user, copy the receipt ID from the Persona drawer instead. See Option #2 for instructions.

Option 2: Copy from Persona History

If the receipt ID from the POS does not return results:

  1. Navigate to Customers > Personas

  2. Open the relevant Persona

  3. Go to the History tab

  4. Select the Points subtab

  5. Copy the receipt ID listed there
    ​

2. Search for the Receipt in AIQ

  1. Navigate to Customers > Receipt Lookup

  2. Paste the receipt ID into the search field

  3. Click Search

  4. Click into the table row to open the JSON transaction details for that sale
    ​

Use Cases

Bad Merge

A bad merge occurs when Persona1 is incorrectly merged into Persona2, causing sales to attach to the wrong account.

To troubleshoot:

  1. Look up a receipt ID that belongs to Persona1

  2. Check the customer details shown (name, phone, email)

  3. If the receipt is appearing under Persona2’s information, a merge has occurred

Next steps:

  • Navigate to the Profile Merges tab

  • Identify which POS profile belongs to Persona1

  • Update the account information accordingly

Missing Transaction Data

If a Persona appears to be missing purchase history:

  1. Look up the receipt ID for the missing transaction

  2. Confirm whether the sale is listed under a different Persona

This helps identify misattributed transactions.

Duplicate Account

If purchase history is missing because the transaction is tied to a duplicate Persona:

  1. Use Receipt Lookup to locate which Persona the receipt is attached to

  2. Follow Manual Persona Merging to merge the duplicate profiles correctly

Validating an Override

Overrides occur when Persona information is edited through:

  • The AIQ Dashboard

  • The customer’s AIQ Wallet

To validate an override:

  1. Look up the receipt ID

  2. Review the customer information tied to that sale

  3. If the receipt details do not match the Persona, an override may have occurred

⚠️ If you suspect an override, please contact AIQ Support using the live chat widget in the bottom-right of your dashboard.

Information Available Through Receipt Lookup

Receipt Lookup provides access to:

  • Receipt ID

  • Contact ID

  • Phone number (if available)

  • Email address (if available)

  • First name and last name

  • Points earned or redeemed

  • Loyalty member status

  • Loyalty signup date

  • Opt-in time

  • Full transaction JSON code

FAQ

Can I look up multiple receipt IDs at once?

Yes. When entering multiple receipt IDs, separate each with a comma.

What if I don’t know which profile is the correct Persona, but I want them unmerged?

See Manual Persona Merging for instructions on how to manually unmerge two Personas.

If you have questions, reach out to AIQ Support via the Live Chat widget in your dashboard.

Need Help?

If you need assistance troubleshooting receipt issues, profile merges, or overrides, reach out to AIQ Support anytime using the chat widget within your AIQ Dashboard.

Did this answer your question?