# Customer Rebate Summary
Summarizes customer rebate accruals and settlements — earned rebate, claimed amount, and pending rebate balance per customer.
Overview
Go to Sales → Customer Reports → Customer Rebate Summary.
Report title in ERP: Customer Rebate Summary
What it shows. Each customer with rebate scheme, accrued rebate amount, claimed or settled amount, pending balance, and rebate period.
When to use it. Use to track rebate program performance, verify rebate settlements, and reconcile pending rebate liabilities.
How amounts are calculated. Accrued rebate based on qualifying sales per configured rebate rules. Claimed amount reflects rebate credits or payments applied.
Use Cases
- Rebate settlement — Process pending rebate claims before period close.
- Program review — Analyze which customers earn the most rebates under current schemes.
- Finance reconciliation — Verify accrued vs settled rebate amounts against ledger accounts.
- Customer communication — Share rebate statements with customers during account reviews.
Filters
- Calculation Period — Month, Week, Quarter, 6 Month, or Year. Must match the period set on the Customer Rebate scheme.
- Period picker — For Month: month and year. For Week: date range (up to 7 days). For Quarter: year and Q1–Q4. For 6 Month: year and H1/H2. For Year: calendar year.
- Customer — Optional. Limit to one customer.
- Show Detailed / Hide Detailed — Toggle between summary totals and line-level breakdown.
- Show Zero Rebate — Include customers with zero rebate (via More menu).
Columns
| **Column** | **Description** |
|------------|-----------------|
| Customer | Customer name. |
| Rebate Scheme | Name of the rebate program. |
| Period | Rebate accrual period. |
| Qualifying Sale | Sale amount qualifying for rebate. |
| Rebate Rate | Rebate percentage or fixed rate. |
| Accrued Rebate | Total rebate earned. |
| Claimed Amount | Rebate already settled or credited. |
| Pending Balance | Accrued minus Claimed. |
| Last Settlement Date | Date of most recent rebate settlement. |
Actions
- Generate — run the report for the selected filters
- Export / Export All — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active filters
FAQ
How is rebate accrued?
Based on qualifying sales volume or value per the rebate scheme rules configured in Sales settings.
How are rebates settled?
Through credit notes, payment vouchers, or invoice adjustments per your rebate workflow.
Can a customer have multiple schemes?
Yes. Each scheme appears as a separate row or can be filtered individually.
Why is pending balance non-zero?
Rebate was accrued but not yet claimed or settled for the period.
Where is rebate configured?
Schemes are defined in Customer Rebate. This report accrues achieved volume or value in the period.
Does this change invoice prices?
No. Rebate is retrospective analysis for settlement — not a discount at bill entry.