Creating a Manual Rebate Credit Note

Manual rebate credit notes are used where a rebate claim needs to be recorded but the claim is not directly attributable to a specific invoice.

This article explains how to manually create a rebate credit note and associate it with a specific rebate. This process may be used where the rebate claim relates to an agreed rebate arrangement, but cannot be allocated against individual invoice and product accrual details in the same way as a standard rebate claim credit note.

Manual rebate credit notes should be used carefully to ensure the claim is recorded against the correct customer, rebate, and General Ledger accounts.

Creating a Manual Rebate Credit Note

Start by creating your customer credit note.

Set your Credit Reason to Rebate Claimed before saving your credit note.

Select the rebate the claim relates to by using the lookup button next to the Rebate field.  This will apply rebate to each line added.

Add the parts the rebate claim relates to on your credit note.

Enter in the quantity against each part and in the Price Ex. field enter in the rebate amount claimed per unit.

Save and process your credit note.