Accounts receivable (AR) gives you a clear view of every customer who owes money, organized by aging bucket. See outstanding balances, drill into individual ledger histories, and export the data for your accounting team.
Accessing AR
Navigate to POS > Accounts Receivable. The page requires the pos_accounts_receivable_access permission. Data is pulled from the accounting ledger and includes all unpaid charges across POS transactions, bookings, and account settlements.
Summary cards
Five clickable cards appear at the top of the page, showing totals by aging bucket:
| Card | What it shows |
|---|---|
| Total Outstanding | The sum of all unpaid customer balances (always visible) |
| Current | Balances from charges made in the last 30 days |
| 30 Days | Balances from charges 30-60 days old |
| 60 Days | Balances from charges 60-90 days old |
| 90+ Days | Balances from charges older than 90 days |
Click a card to filter the customer list to only show customers with balances in that aging bucket. Click the same card again (or click "Total Outstanding") to clear the filter.
Filtering and sorting
Search
Type in the search field to filter customers by first name, last name, email address, or phone number.
Sort options
Sort the customer list by:
- Balance (high to low) -- default sort, prioritizes largest balances
- Balance (low to high) -- smallest balances first
- Name (A-Z) -- alphabetical by customer name
- Oldest debt -- customers with the oldest unpaid charges appear first
Reset
Click Reset to clear the search, aging filter, and sort back to defaults.
Customer list
Each customer row displays:
- Name -- first and last name
- Email -- contact email address
- Phone -- phone number (if available)
- Balance -- total outstanding amount
- Aging breakdown -- individual amounts in each aging bucket (Current, 30, 60, 90+)
- Entry count -- number of outstanding ledger entries
Only customers with balances of $1.00 or more are shown.
Expanding a customer
Click a customer row to expand it and load their detailed ledger history. The expanded view shows:
- Individual ledger entries with dates, descriptions, and amounts
- Debit and credit entries
- Running balance
- Related booking or transaction references
Exporting
Click the Export CSV button to download the AR aging report. The export includes:
| Column | Description |
|---|---|
| Name | Customer full name |
| Customer email address | |
| Phone | Phone number |
| Balance | Total outstanding |
| Current | Amount in the current bucket |
| 30 Days | Amount in the 30-day bucket |
| 60 Days | Amount in the 60-day bucket |
| 90+ Days | Amount in the 90+ day bucket |
| Entries | Number of outstanding entries |
The export respects all active filters, so you can generate a report for a specific aging bucket or search result.
Collecting payment
Outstanding balances can be collected through several methods:
- From the POS register -- select the customer account, then use Settle Balance or Custom Amount to charge the outstanding amount via card, cash, or terminal
- Send an invoice -- create a Stripe invoice from the register and email it to the customer for online payment
- Card on file -- charge a saved payment method directly from the register
All payments are recorded in the accounting ledger and reduce the customer's outstanding balance.
Saved payment methods
Customers with cards on file can be viewed in the AR detail panel. The saved payment methods section shows card brand, last four digits, and expiration date.
Troubleshooting
Review the AR aging report weekly to stay on top of collections. Customers in the 90+ day bucket are the hardest to collect from -- prioritize outreach to the 30- and 60-day buckets before balances age further. The AR list respects your location filter, so multi-location operators can review each site independently.
Balance looks wrong -- Check for partial payments, credits, or refunds that may have been applied. Expand the customer row to see the full ledger history with individual debits and credits.
Customer not showing -- Only customers with balances of $1.00 or more appear. Balances below that threshold are excluded. Also check that you are viewing the correct location.
Cannot charge saved card -- The card on file may be expired or the customer may not have a saved payment method. Send an invoice or payment link instead.