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Rebate agreements

Create a sales rebate agreement

How-to · Updated 25 Jun 2026

Set up a sales rebate agreement in ClaimDS — its slabs, eligible products and partners, validity dates and eligibility criteria — so the calculation engine can accrue against it.

A rebate agreement is the rule that every accrual, claim and settlement is checked against, so it's worth getting right once. A sales rebate agreement defines a rebate you owe a customer — its slabs, the products and partners it covers, when it's valid, and which transactions qualify.

What an agreement controls

Four things on the agreement drive everything downstream: the validity period (the engine only accrues inside it), the slabs (the thresholds and rates), the eligible products, and the Eligibility Criteria (which transactions count). Change any of these and you change what accrues — which is why financial changes to a live agreement go through an approval step (see Amend an agreement).

Create the agreement

Work through the numbered steps below. Once the agreement is active, the calculation engine takes over — see How rebate accruals work for what happens next, or the glossary for the underlying terms.

Step-by-step

  1. Open Agreements → Sales

    Go to Agreements and choose Sales. These are the rebates your company owes its customers, as opposed to purchase agreements, which are rebates your vendors owe you.

  2. Start a new agreement

    Choose New to create a sales rebate agreement. Give it a clear name and the counterparty or group of partners it applies to.

  3. Set the validity period

    Enter the start and end dates the agreement is in force. The calculation engine only accrues for business volume that falls inside this window, so the dates matter.

  4. Define the slabs

    Add the rebate slabs — the thresholds and the rate or amount earned at each tier. This is the structure the engine reads when it works out what is owed as volume comes in.

  5. Choose eligible products and eligibility criteria

    Select which products the agreement covers, and set the Eligibility Criteria that decide which transactions qualify. Only matching business volume accrues.

  6. Activate and let accruals run

    Activate the agreement. From here the calculation engine posts accruals against it automatically as qualifying business volume arrives — you can watch what's owed build up before anything settles.

Frequently asked

What's the difference between a sales and a purchase agreement?

A sales agreement is a rebate you owe your customers; a purchase agreement is a rebate your vendors owe you. ClaimDS keeps them in separate areas because the money flows in opposite directions.

Do I have to re-enter amounts to claim against this agreement later?

No. Once the agreement is active, the calculation engine accrues against it from your business volume, so claims and settlements draw on figures ClaimDS already holds.

Still stuck?

Book a demo and we'll walk through it on your own data — or just talk to us.

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Related docs

  • Create a purchase rebate agreementSet up a purchase rebate agreement in ClaimDS to track the rebates your vendors owe you — slabs, eligible products, validity and eligibility criteria — so accruals build automatically.
  • Load sales and purchase invoicesBring your customer billing documents and vendor purchase invoices into ClaimDS — the transaction data the calculation engine reads to accrue rebates against your agreements.
  • My rebate isn't accruingExpected to see a rebate building up but nothing's accruing in ClaimDS? Work through the usual causes — an inactive agreement, dates outside the validity window, eligibility criteria, or missing transactions.
  • How rebate accruals workUnderstand accruals in ClaimDS — how the calculation engine turns business volume into the running amount of rebate owed, and how accruals flow into claims and settlements.
Create a sales rebate agreement — ClaimDS