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Creating and Posting a Sale or Purchase Adjustment Debit

Check out how to create a sales or a purchases adjustment debit in Indigo Business

Written by Serena Santamaria
Updated this week

Table of Contents

About Adjustment Debits

Adjustment debits 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 Debit: increases the amount a client owes you. E.g. An amount was reduced by mistake or a balance is too low.

  • Purchase Adjustment Debit: reduces the amount you owe a supplier. E.g. A supplier balance is overstated or an amount should no longer be payable.

Both sales and purchases adjustment debits 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 Debit

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

  • Sales > Sales Adjustment Debit.
    Or;

  • Purchases > Purchases Adjustment Debit
    ​

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 adjustment debit 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 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 debit from:

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

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

Where can I see the Posted Adjustment Debits?

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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