AR dashboard
Debtor accounts, credit exposure, company profiles, collection tools, direct billing, invoices, payments, statements, reminders, aging, research, and 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
Account name, code, credit limit type, primary flag, external reference, active status, notes, and register visibility.
POS account settlement
Cashier changes a POS bill to account settlement and searches the corporate debtor before processing payment.
Credit-controlled posting
Limit, outstanding, available credit, selected debtor, settlement amount, and zero balance confirm controlled AR posting.
Source posting control
Transfer register shows debtor account, source folio, business date, and transferred status for traceability.
Invoice transaction
Finance raises invoices from debtor activity with invoice line, amount, date, notes, and adjustment controls.
Invoice register
Invoice number, debtor, date, amount, balance, finalized state, print, email, allocation, and collection actions.
Payments and credits
Collections are recorded with debtor, date, amount, application mode, method, reference, notes, and invoice allocation.
Payment detail
Payment number, method, amount, application mode, allocation status, and linked invoice stay inspectable.
Statement generation
Statement date, detailed template, include-unallocated option, delivery contact, and notes prepare the customer communication pack.
Reminder letters
Reminder level, next sent date, minimum days between notices, unallocated flag, and communication history support collection discipline.
Aging snapshot
Receivable exposure is frozen as of the business date for a dated collection control point.
Aging follow-up
Collection traces assign follow-up type, debtor account, date, owner, and note against the aging review.
Research tools
Finance investigates account activity, invoice, payment, note, reference, and balance questions across date ranges.
AR reports catalog
Operational reports cover collections, payments, statements, overdue accounts, account movement, and generated history.
Native AR reports
Executive control, debtor accounts, ledger, aging, invoices, payments, statements, reminders, source postings, audit, and exports.
Payment register report
Filters, mapped status, metrics, chart area, recommended presets, output table, print, Excel, CSV, and PDF stay in one report runner.
Report visual settings
Preset, title, view, chart type, metric, aggregation, dimension, split, top N, and value labels shape the report presentation.
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.