Entering a rebate for a customer

Use a rebate transaction to credit a rebate to a customer’s account. For example, if you enter and process an invoice with a $5 rebate on it, the customer’s Rebate Due and Rebate YTD balances are affected. After you apply this rebate, enter a rebate transaction to clear the customer’s Rebate Due balance.

  1. Select Customer > Entry > Customer Transaction.
  2. Click OK to open a journal.
  3. Specify the customer number, and then select Rebate in the Type field.
  4. Click Next.
  5. Specify the amount of the rebate.
  6. Specify a ship to, if applicable.
  7. If you use divisionalized accounting, accept or change the division number.
  8. Specify the invoice date and a reference.
  9. Click Next.
  10. Click Add to specify offset accounts and amounts.
  11. When the proof amount is 0.00, click Save.
  12. Close the window to exit the function and close the journal.
Related topics