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Creating and Posting a Sale or Purchase Adjustment Credit

Check out how to create an adjustment credit in Indigo Business's Sales or Purchases modules

Written by Serena Santamaria
Updated this week

Table of Contents

About Adjustment Credits

Adjustment credits are used to fix balances in the sales or purchases ledgers. They allow you to adjust what a client owes you, or what you owe a supplier, without changing the original invoice, receipt, or credit note. To cancel or reduce an invoice, use a credit note instead.

  • Sales Adjustment Credit: reduces the amount a client owes you. E.g. An amount was overcharged by mistake or a balance is too high.

  • Purchase Adjustment Credit: increases the amount you owe a supplier. E.g. A payable amount was missed or a supplier balance is understated.

Both sales and purchase adjustment credits 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 an Adjustment Credit

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

  • Sales > Adjustment Credit.
    Or;

  • Purchases > Adjustment Credit.
    ​

The Client/Supplier

  1. Select a client/supplier from the Business Account field. Start typing or click on the magnifying glass.

  2. Fill in or amend the client's/supplier's details when possible or if needed.

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

  4. Specify or amend the transaction Date. Make sure it's within the posting period.

  5. 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 clients 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 value 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 an adjustment credit from:

  • Sales/Purchases > Clients/Suppliers > select a client/supplier > Posting > Sales Adjustment Credit/Purchases Adjustment Credit.

  • Business Accounts > Clients/Suppliers > select a client/supplier > Posting > Sales Adjustment Credit/Purchases Adjustment Credit.

Where can I see the Posted Adjustment Credits?

You can find them in:

  • Sales/Purchases > Audit Trail.

  • Business Accounts > Clients/Suppliers > select client/supplier > View sales transactions/View purchases 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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