What are rebate best practices?

[mollys]

Hi All, How are we putting rebates on invoices? These specific rebates are not instant rebates so they will not affect the invoice price. Are we creating a Task and changing the description? Are we just including it in the body of the estimate description?

Thanks in advance.

Molly

[MirandaMel · Accepted solution]

If they aren't affecting the invoice price, I presume they are rebates that you get as a company a bit down the road?  If you are looking for an accurate costing on the jobs to include the rebate, I would create it as a material called rebate and put it as a negative $ amount.  Or if you need to show it on the invoice in order to be able to claim it, then create a task for it.