All features

Customer & Vendor Accounts

See what customers owe and what you owe vendors

Review purchases, sales, payments, advances, opening balances and outstanding amounts through connected account histories.

Inside this workflow

Customer outstanding
Vendor payable
Opening balances
Advance receipts and payments
Advance settlement
Payment history

The complete capability list appears below. Availability may also depend on plan configuration.

The daily problem

Why this becomes difficult when records are separate.

When payment records are spread across notebooks and messages, outstanding balances become difficult to reconcile.

With BrickOps

Keep the workflow connected to the records it changes.

BrickOps maintains customer and vendor account summaries backed by transaction histories, payment allocation and advance settlement records.

Key capabilities

What you can manage in this BrickOps workflow.

Customer outstanding01
Vendor payable02
Opening balances03
Advance receipts and payments04
Advance settlement05
Payment history06
Account statements07

Simple workflow

How the workflow fits together.

  1. 1

    Create customer or vendor account

  2. 2

    Record opening position when required

  3. 3

    Sales or purchases update the account

  4. 4

    Record payments or advances

  5. 5

    Review current balance and full history

Practical outcome

What this helps the factory team understand more clearly.

Clearer receivables and payables
Traceable opening balances
Advance handling without hidden adjustments
Better payment follow-up

See it with your plant workflow

Start FREE or walk through this workflow in a focused demo.

You do not need to share customer lists, financial records or detailed production data to request a walkthrough.