Rebates & schemes
Rebate and scheme accruals that compute themselves
Volume, stepped, tiered and special-pricing agreements accrue automatically as transactions land — so you know what you owe and are owed without the month-end spreadsheet marathon.
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The problem
Rebate and scheme agreements are easy to sign and painful to track. Each one has its own slabs, tiers and special prices, and the accrued liability moves with every sale. Most distributor finance teams rebuild it in a spreadsheet at month-end — which means the real position is only ever known weeks late, and a tier mistake quietly distorts margin until someone catches it.
How ClaimDesk solves it
- 1. Model the agreement once. Capture the volume, stepped, tiered or special-pricing terms as a real agreement, not a formula buried in a workbook.
- 2. Accruals update automatically. As transactions land, ClaimDesk accrues each agreement — no manual recompute.
- 3. See the current position any time. Know what you owe and are owed without waiting for month-end.
Part of ClaimDesk’s rebate, claims and settlement platform. New to this? Read tracking rebate accruals without spreadsheets.
Frequently asked questions
What is a rebate accrual?
It is the amount you have built up under a rebate or scheme agreement so far — the liability (or receivable) that has accrued as sales happen, before it is claimed or paid. Tracking it accurately is what tells you your real margin.
Which agreement types does ClaimDesk support?
Volume, stepped, tiered and special-pricing agreements. The math accrues automatically as transactions land, instead of being rebuilt in a spreadsheet each month-end.
Do I still need a month-end spreadsheet?
No. Because accruals update continuously from your transactions, you can see the current position any time rather than waiting for someone to rebuild the workbook.
Can I see how a number was calculated?
Yes. Accrual changes are captured in the tamper-evident audit log, so an accrued figure can be traced back to the transactions and agreement terms behind it.
How does this connect to claims and settlements?
The same agreements that drive accruals are what partner claims are reconciled against and what settlements pay out — so the accrual, the claim and the payout all tie back to one source.
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