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Creating and Posting a Cash Sale Return or Cash Purchase Return

Check out how to create a cash sale return or cash purchase return in Indigo Business

Written by Serena Santamaria
Updated this week

Table of Contents

About Cash Returns

A cash return is a refund which can be given both on a sales and a purchases level. The refund is given instantly, reversing the original transaction and adjusting the business’s account and cash balance.

  • A Cash Sale Return is a refund you give to your client when returning goods they paid for in cash or immediate payment, usually involving occasional or walk-in clients.

  • A Cash Purchase Return is a refund you receive from your supplier when returning goods paid for via cash or immediate payment, usually involving occasional suppliers.

Both sales and purchase cash return follow the same steps in Indigo Business. The screens are designed to keep the experience consistent and streamlined, so a single article covers both.

💡 Tip: Set up default values for accounts, clients, and suppliers in Indigo Business. This allows certain fields (e.g. credit terms, nominal accounts etc.) to auto‑fill in transaction forms, making the process faster. A little care during setup really pays off. 😉

Creating a Cash Return

Assuming you have your records accurately set up, go to:

  • Sales > Cash Sale Return.

    Or;

  • Purchases > Cash Purchase Return.

The Client/Supplier

Once in the relevant screen:

  1. Select a value from the Bank/Cash Account dropdown.

  2. Select a dummy client or supplier, or a regular one, from the Business Account field. Start typing or click on the magnifying glass.

  3. Enter the client's/supplier's Name, Phone Number, and Email to better identify or contact them.

  4. Enter a value for Ext Ref, if needed. It will help with grouping transactions.

  5. Specify or amend the credit note Date. Make sure it's within the posting period.

  6. Click on Save ✔️, or press Tab until you reach the line items grid, to:

    • Confirm the client's/supplier's details,

    • Save the cash return as draft.

The Line Items

Once the client's or supplier's details are saved, the line items section will become available.

  1. Enter all the line item specifics in the Printing Details field. Expand the field for a better experience.

  2. Modify the Item Detail field, if needed.

  3. Select or change the values for Nominal Account, VAT and Discount %.

  4. Specify the line item amount in Local (EUR) field.

  5. Click Save.

  6. 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.

  7. Select Post, Post & View or Post & Send. Confirm you want to post the transaction.

Transactions in depth 🧐

Alternative Paths

You can also post a cash return from:

  • Sales/Purchases > Clients/Suppliers > select a record > Posting > Cash Sale Return/Cash Purchase Return.

  • Business Accounts > Clients/Suppliers > select a record > Posting > Cash Sale Return/Cash Purchase Return.

Where can I see the Posted Cash Return?

You can find it in:

  • Sales/Purchases > Audit Trail.

  • Business Accounts > Clients/Suppliers > select record > View sale transactions/View purchase transactions.

  • Nominal > Audit Trail.
    ​

Related Articles

Creating Clients and Suppliers in Indigo Business

Purchase and Sales Transactions Screens

Creating an Account in Indigo Business

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