Who owes how much is clear the moment you open their card.
Customer and supplier accounts are kept in the same place. As sales, expenses, invoices and payments are recorded, the balance changes on its own; open the Accounting tab and the statement and current balance are in front of you.
Who it is for
For businesses keeping a credit book, trying to work out at month end who still owes what.
- Traders and wholesalers selling to customers on terms
- Small businesses that also have to track what they owe suppliers
- Shop owners who want to know who to call when a payment is late
- Anyone whose accountant closes the month but who wants to see the position in between
Customers and suppliers in the same layout
An account record is opened once and after that every document ties itself to that card. Customers and Suppliers sit on separate tabs, but the record structure is the same, so you do not learn two systems.
- The card holds name, phone, email and ID; for invoicing, the title, tax number and tax office
- The address is entered by picking country, province and district; empty fields fill from your active branch's address
- Grouping with tags, up to three, and filtering the list by tag
- Search by name, phone, email, registration date and active or inactive status
- An account you no longer work with is set inactive rather than deleted
Every sale and expense posts to the account
You do not update the balance by hand. When you save a sales receipt the customer's debt goes up, and when you enter a payment it comes down. The product does the adding up.
- A sales receipt, an expense receipt and an invoice land on the related account the moment they are saved
- The Transactions tab on the profile shows the account's sales receipt history in date order
- Clicking a row takes you to that sales receipt itself
- A receipt you have invoiced also stays under the same card, so you do not look for it elsewhere
Account statement and running balance
The Accounting tab is the account's ledger. Each row carries the date, transaction type, description, amount and the balance after that movement. You see row by row how the debt got to where it is.
- A running balance on every row; not just the final figure but the movements in between
- You move from the transaction type to the source document, so whether it was an invoice or a payment is clear
- The Financial Status card shows the current balance at the top the moment the profile opens
- If there are many movements the statement arrives paged, so a long list does not bloat the screen
Enter the payment and close the open item
When money comes in, you enter the payment from the account's own card. You mark which invoice it counts towards, so it is not left to guesswork.
- Add Payment in the profile header enters a payment with the customer already selected
- While entering the payment the account's open items are listed and the invoice being closed is marked
- On the Offsetting screen, debits and credits are matched per account, and a wrong match is undone
- A transfer coming from the bank is tied to the same account, so no second record is created
- You drop a note like "paying Friday" into the Notes tab, and it is in front of you at the next call
What changes
The difference between a credit book and keeping accounts in a system:
Frequently asked
What does a current account mean?
A current account is the account where the running debt and credit between you and a customer or supplier is kept. Every sale increases that account's debt and every payment decreases it; the difference is the account's balance. In Bi'Bulut every person and company you work with has their own account card.
What is an account statement and how do I get one?
An account statement is the export of all of an account's movements in date order. When you open the Accounting tab on a customer profile the statement is ready, and each row carries the date, transaction type, description, amount and the balance after that movement. You can click the transaction type to go to the source document.
Are customer and supplier accounts kept separately?
On the same screen, on separate tabs. The Customers and Suppliers lists use the same record structure. A company you both buy from and sell to can sit on a single card with both of its types.
How do I follow up a customer who is late paying?
You look at the current balance on the account's card, and while entering a payment that account's open items are listed. You write the conversation into the Notes tab, so at the next call what was discussed is in front of you.
Can I choose which invoice a payment counts towards?
Yes. While adding the payment, the account's open items are listed and you mark which one you are closing. If you need to correct it later, you break and rebuild the match on the Offsetting screen.
Does account tracking software replace accounting software?
No, this is pre-accounting software. You keep the daily record of sales, expenses, invoices and payments; tax returns and statutory ledgers stay with your accountant. Bi'Bulut closes the gap between the two, which is what happened during the day.
Let's set your accounts up together.
Leave your name and number and we will call within 30 minutes to show you the account statement with your own customers.
Other solutions
Payments
Payments in and out followed by due date.
Income and expenses
The income and expense export ready without waiting for month end.
Pre-accounting
Sales, expenses, invoices and accounts in one panel.