Accounts Receivable | Financial Management
Customer Rebates
Rebates accrued as the customer buys, not discovered at settlement.
What it does
Inside Customer Rebates.
The rebate liability is already in the numbers when the customer claims it.
01
Tiered terms on volume, value or growth over a prior period
02
Accrual posted as sales happen, against the right period
03
Settlement by credit note, payment or offset against the next order
04
Accrued, settled and outstanding reported per customer
Where it sits
Part of Accounts Receivable.
Credit Management Limits, exposure and terms evaluated before the commitment. Collections A worked queue ranked by cash at risk, with contact history attached. Disputes and Deductions Contested invoices become cases with owners and deadlines. Cash Application Receipts matched to invoices on the day they arrive. Customer Statements Statements and portal access that reduce the reason to call. Credit and Debit Notes Corrections raised as documents, applied to the invoice they correct. Sales Agreements What a customer committed to, and how much of it they have actually drawn.
Run Customer Rebates against your books.
A working session on your structure and a month of your documents.