# Unapplied Receipt Customer Link Audit

Check customer evidence before connecting a receipt to an invoice.

## Scope
Preparation and review only. No account action or professional decision.

## Inputs
Receipt IDs, invoice IDs, verified customer references, currency and matching policy.

## Workflow
1. Compare explicit customer references and source identifiers.
2. Treat equal amounts or similar names as leads, not proof.
3. Keep conflicting or missing linkage held for bookkeeper review.
4. Return a linkage audit; no payment allocation or customer contact.

## Output contract
receipt | invoice candidate | customer IDs | currency | linkage source | matched/held

## Fictional acceptance test
Fictional customer A receipt 50 and customer B invoice 50 do not match merely by amount. Verified same-customer invoice reference is needed.

## Review gates
Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

## Method source
https://quickbooks.intuit.com/learn-support/en-global/help-article/service-items/unapplied-cash-payment/L9szViCmA_ROW_en

Checked October 7, 2026. Oct7 GSC chart throughOct4: marketing copilot37,PlanableClaude33/ChatGPT23,brief12,report11; other profession topics are related workflow-method demand leads, not exact queries. Exact monthly volume unmeasured.