Load sales and purchase invoices
Bring your customer billing documents and vendor purchase invoices into ClaimDS — the transaction data the calculation engine reads to accrue rebates against your agreements.
Rebate accruals are computed from real transactions, so loading your invoices is what turns an agreement from a rule on paper into amounts that actually build up. ClaimDS keeps sales and purchase invoices in separate areas because they drive the two sides of accrual.
Why transactions matter
The calculation engine reads your business volume — the line items on your invoices — and matches them against your agreements. The quality of the accruals is only as good as the transactions behind them, which is why accurate lines, materials and quantities matter.
Load your invoices
Follow the numbered steps below. If accruals don't appear afterwards, work through my rebate isn't accruing.
Step-by-step
Open Transactions
Go to Transactions. Customer billing documents (your sales invoices) and vendor purchase invoices (what you buy) are kept in their own areas because they drive the two sides of rebate accrual.
Add or upload sales invoices
Under Customer billing documents, create or upload your sales invoices with their line items. ClaimDS pre-derives place of supply from the parties' states as it loads them.
Add or upload purchase invoices
Under Vendor purchase invoices, do the same for what you buy. These feed the purchase side of rebate accrual.
Confirm the line items
Check that each invoice's lines carry the right material and quantity, since the calculation engine matches those against your agreements. Accurate lines in mean accurate accruals out.
Let accruals follow
Once invoices are loaded, the calculation engine accrues against any active agreement whose products, validity and Eligibility Criteria they match — so rebates start building from real transaction data.
Frequently asked
Why does ClaimDS need my invoices?
Rebate accruals are computed from business volume — your actual sales and purchases. Without the transactions loaded, there's nothing for the engine to accrue against.
My rebate still isn't accruing after loading invoices.
Check that the agreement is active, the invoice dates fall inside its validity window, and the lines match its eligible products and Eligibility Criteria. See "My rebate isn't accruing" for the full checklist.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.