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About Cash Transactions
A cash transaction is a sale or purchase, usually linked to occasional clients or suppliers (like walk‑ins), where payment is made on the spot using cash, card, or any instant payment method, with no credit terms involved.
💡 Tip: Set up default nominal account values to support auto‑filling. It is a small setup step that pays off.
Cash sales and cash purchases follow the same steps in Indigo Business. The screens are designed to keep the experience consistent and streamlined, so a single article covers both.
Creating a Cash Transaction
Assuming you have your records accurately set up, go to:
Sales > Cash Sale.
Or;Purchases > Cash Purchase.
The Client/Supplier
Once in the relevant screen:
Select a value from the Bank/cash account dropdown.
Select a dummy client or supplier (or a regular one) from the Business account field. Start typing or click on the magnifying glass.
Enter the Name, Phone Number, and Email to better identify or contact them.
Enter a value for Ext ref, if needed. It will help with grouping transactions.
Specify or amend the credit note Date. Make sure it's within the posting period.
Select Save, or press Tab until you reach the line items grid, to:
Confirm the client's/supplier's details
Save the invoice as draft.
The Line Items
Once the client's or supplier's details are saved, the line items section will become available.
Enter all the line item specifics in the Printing details field. Expand the field for a better experience.
Modify the Item detail field, if needed.
Select or change values for Nominal account, VAT and Discount %.
Specify the line item amount in Local (EUR) field.
Click Save.
Add as many line items as needed:
Using the ➕ Add button at the top left of the line items section.
Or;By ticking the Add next line checkbox before saving the current line item.
Select Post, Post & View or Post & Send. Confirm you want to post the transaction.
Alternative Paths
Alternative Paths
You can also post a credit note from:
Sales/Purchases > Clients/Suppliers > select a record > Posting > Cash Sale/Cash Purchase.
Business Accounts > Clients/Suppliers > select a record> Posting > Cash Sale/Cash Purchase.
Where can I see the Posted Cash Transactions?
Where can I see the Posted Cash Transactions?
You can find them in:
Sales/Purchases > Audit Trail.
Business Accounts > Clients/Suppliers > select client > View sales transactions/View purchase transactions.
Nominal > Audit Trail.
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