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Creating Receipts and Payments in Indigo Business

Learn how to post receipts, payments, and allocate them to the right transactions when needed

Written by Serena Santamaria
Updated over 2 weeks ago

Table of Contents

Introduction

You can use the Sales Receipt and Purchase Payment screens to:

  • Both record the money received or paid and allocating it to an invoice to clear its outstanding balance, or

  • Only record the money received from a client or paid to a supplier with no reference to a specific invoice (money received or paid on account).

Both screens looks the same and share functionalities, thus you can follow the steps below regardless of which record you need to create.
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Creating Receipts and Payments

To create a receipt or a payment, navigate to Sales/Purchases > Sales Receipt/Purchase Payment.
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The Receipt/Payment Details

  1. Select a client or a supplier from the Business Account field.

    1. ➡️ Check this, if you choose a foreign client/supplier.

  2. Select a Bank/Cash Account where the money is flowing in or out.

  3. Fill in at least the Amount, Date and Details

  4. Select Save, or press Tab until you reach the grid, to confirm the details and load the outstanding transactions for the selected client/supplier in the Transactions tab.

Allocating

  1. Tick the outstanding transactions from the grid in the Transactions tab to start allocating the specified amount.
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  2. Keep an eye on the To Allocate field at the bottom of the screen to know how much to allocated you've left.

  3. Check the Items tab if unsure about the details of the transaction.

  4. If needed:

📋 Note: To only record money on account for the selected client or supplier, skip this section's steps and directly select Post.

Summary & Post

  1. Have a final look at the summary section at the bottom left of the screen.

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

More on Receipts, Payments and Allocations

Alternative Paths

You can post a receipt or a payment also from:

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

  • Business Accounts > Clients/Suppliers > select a client > Posting.

Where can I see the Postings?

You can find them in:

  • Sales/Purchases > Audit Trail > Allocations tab

  • Business Accounts > Clients/Suppliers > select client > View sales transactions/ View purchase transactions button > Allocations tab

  • Nominal > Audit Trail

FAQ: How do I Allocate Money Previously Recorded on Account to a Transaction? ➡️ Create a stand-alone allocation record ⬅️
​FAQ: Which accounts are affected when allocating a Sales Receipt and a Purchase Payment? << Click here

FAQ: How does Indigo Business Decide when to Fully or Partially Allocate?

Related Articles
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Receipts, Payments, and Allocations in Indigo Business

Creating Allocations in Indigo Business

Can I Partially Allocate a Transaction?

Can I Write off an Amount while Allocating?
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