Accounts Receivable command center
Review debtor accounts and credit exposure, then open direct billing, invoices, payments, statements, aging, research, or reports.
Product video
Accounts Receivable walkthrough.
Accounts Receivable covers debtor setup, credit control, POS and front-office direct billing, source posting, invoicing, payments, credits, statements, reminders, aging, collection traces, research tools, and native AR reporting.
Watch the module
Click a chapter to jump the workflow to the area your department wants to inspect.
Use the chapters and impact notes to review the workflow with department heads.
Why this walkthrough matters
Accounts Receivable gives finance teams a controlled path from hotel charges to corporate debt, invoice, collection, aging review, follow-up, and management reporting.
- Reduce receivable leakage by tying account settlement, source posting, invoice, payment, and credit control to a real debtor account.
- Improve collection discipline with statements, reminder letters, aging snapshots, follow-up ownership, and payment allocation.
- Give finance and ownership clearer visibility into debtor exposure, collection movement, overdue accounts, and AR close readiness.
Screens covered in the walkthrough
Use these real product screens to decide which parts of the workflow your team should inspect first.
Debtor account setup
Enter the account name, code, profile type, and credit limit. Set account flags and add references, notes, addresses, or opening balances.
POS account payment
Choose Account as the payment method and search for the debtor account before processing the restaurant bill.
Debtor credit check
Check the selected debtor's credit limit, outstanding amount, and available credit before processing the account payment.
Direct billing register
Find direct bill transfers and review the debtor account, transfer date, source folio, and transfer status.
New AR invoice
Select a debtor account and invoice date, add invoice lines, and enter any permitted adjustments and notes before saving.
AR invoice register
Search invoices and review their number, account, date, total, status, and printed flag, with actions to view, finalize, close, or print.
Record a payment
Select the debtor, payment date, amount, method, and application mode, then allocate the payment to invoices and add a reference or notes.
Payment details and allocations
Open a payment to review its amount, application mode, reference, recorded user, invoice allocations, and notes.
Statement preparation
Choose the debtor, as-of date, mode, and template. Set zero-balance options and add notes and delivery details before generating the statement.
Create an aging snapshot
Give the snapshot a name, select its as-of date and view mode, then create it from Aging Monitor.
Collection follow-up
Add a follow-up to an aging snapshot with the debtor account, contact type, date, and note. Existing entries show who recorded them.
Receivables research tools
Search AR transactions by account, invoice number, and date range, then review references, debits, and credits in the results.
AR reports and history
Select an account and date range, generate a receivables report, and review previously generated reports in Report History.
Payment register report
Filter payments by account and date, review amounts and payment details, then print or export the report to Excel, CSV, or PDF.
Reporting and impact
The walkthrough connects daily work to reporting, decisions, and measurable business value.
Accounts Receivable reporting module included
66 AR reports
- Executive control, debtor account, ledger, aging, overdue account, invoice, payment, credit, adjustment, statement, reminder, source posting, audit, and export reports
- Payment register, invoice register, debtor balance, account movement, collection follow-up, reminder history, statement generation, and account research views
- Business-date filters, account filters, mapped status, metrics, chart area, recommended presets, output table, print, Excel, CSV, PDF, and visual settings
Business impact covered in the video
- Improve DSO and aging discipline by turning receivable exposure into dated snapshots, owner follow-ups, reminders, and visible collection traces.
- Reduce direct-billing leakage by forcing POS and source postings through a real debtor account, credit check, and transferred AR status.
- Speed up collections with invoice, payment, credit, statement, reminder, and allocation evidence in one finance workflow.
- Give owners and finance leaders clearer visibility into debtor exposure, overdue balances, payment movement, and AR reporting readiness.
What to share with your team
Use this summary to brief department heads before they watch the full walkthrough or join a live demo.
The BluePMS Accounts Receivable walkthrough shows how the module supports hotel teams inside a broader operating system. The review presents the actual screen, the main workflow, the operational decisions a hotel team makes, the reporting layer included with the module, and how the output connects back to management review.
Your team can use this walkthrough to decide which workflows to discuss, which reports to review, and what to confirm in the live demo.
Read the Accounts Receivable module pageAfter the review
Turn the Accounts Receivable review into sharper demo questions.
Share the Accounts Receivable chapters with the department team, note the workflows and reports you want confirmed, and use the live demo for the questions that matter.