05-23-2019 11:46 AM
Solved! Go to Solution.
04-28-2020 09:45 AM
Create a Payment Type in settings. You'll have to do a separate payment type for each vendor that you get rebates from. For Trane, create a payment type labeled Trane Rebates. Set it as a Journal Entry with no attributes. Create an income account in your accounting software called Trane Rebates and set the account for the payment type to match that income account. When selling a product with a rebate, there will be no line item on the invoice. You will simply process a payment in the amount of the rebate.
04-28-2020 09:45 AM
Create a Payment Type in settings. You'll have to do a separate payment type for each vendor that you get rebates from. For Trane, create a payment type labeled Trane Rebates. Set it as a Journal Entry with no attributes. Create an income account in your accounting software called Trane Rebates and set the account for the payment type to match that income account. When selling a product with a rebate, there will be no line item on the invoice. You will simply process a payment in the amount of the rebate.
09-01-2022 06:05 AM
This worked great for me. Thank you.
02-13-2020 11:53 AM
I have asked about this multiple times as well. No help from ST. This is a huge flaw in my opinion.
11-03-2019 08:10 PM
Yeah, that was the ONLY option we came up with. Our ST 'success' team was zero help with the issue.
07-26-2019 02:42 PM
I have the same question. Did you ever figure it out? I'd like to know what you did. I figured that I would create a "task" called "Rebates" leave it at zero. when you select the "rebate" task when building an estimate you can describe the rebate on the estimate task.. it won't show the end result total investment for the customer, but will at least show the rebate expectation. Thoughts?