About Credit Notes

A credit note is like a mini refund or correction that can be entered in both a sales and a purchases levels. The credit note is used to correct overcharging or in case of returned items.
➡️ No immediate refund is issued and the credited amount is applied to future events or outstanding invoices.

Both sales and purchases credit notes 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 Credit Note

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

Sales > Sales Credit Note.
Or;
Purchases > Purchase Credit Note.

The Client/Supplier

Once in the relevant screen:

Select a client/supplier from the Business Account field. Start typing or click on the magnifying glass.
Fill in or amend the client's/supplier's details when possible or if needed.
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.
Click on Save ✔️, or press Tab until you reach the line items grid, to:
- Confirm the client's/supplier's details,
- Save the credit note 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 value 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 and confirm you want to post the transaction.
Select Post, Post & View or Post & Send. Confirm you want to post the transaction.

Transactions in depth 🧐

Alternative Paths

You can also post a credit note from:

Sales/Purchases > Clients/Suppliers > select a client > Posting > Sales/Purchase Credit Note.
Business Accounts > Clients/Suppliers > select a client > Posting > Sales/Purchase Credit Note.

Where can I see the Posted Credit Notes?

You can find them 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

Creating and Posting a Sales Credit Note or a Purchases Credit Note

Table of Contents