# Managing Instant Rebates from a Master Dealer in POS

This process explains how to correctly record instant rebates offered by a master dealer in your POS system so that your sales, cost, and sales tax are accurate, and your receipt clearly shows the full phone price and the split between customer payment and instant rebate.

# Step 1: Understand the Incorrect Way of Recording the Sale

When you receive an instant rebate from a master dealer, they might say: you purchase the phone for $1,200, but you must sell it for $1,100 and let the customer pay only $100.

If you sell the phone directly by scanning it in the normal way and processing it as a $100 sale, your POS will record your cost as $1,200 and your sale as $100, showing a loss of $1,100 and incorrect sales tax.

![Screenshot 2026-10-02 at 12.47.22 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-47-22-am.png)

Scan the phone in the regular sales screen.

![Screenshot 2026-10-02 at 12.47.30 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-47-30-am.png)

Select **New Activation**.

![Screenshot 2026-10-02 at 12.47.35 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-47-35-am.png)

Enter the customer’s phone number in the appropriate field.

![Screenshot 2026-10-02 at 12.47.53 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-47-53-am.png)

Continue the sale as usual.

![Screenshot 2026-10-02 at 12.47.54 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-47-54-am.png)

If you then set the selling price here to **$100**:

![Screenshot 2026-10-02 at 12.49.28 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-49-28-am.png)

Your cost will still be $1,200, and your sale will be $100.

![Screenshot 2026-10-02 at 12.48.00 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-48-00-am.png)

This will show an $1,100 loss and will not calculate sales tax correctly. Do **not** use this method for instant rebate transactions.

# Step 2: Open Payment Method Settings

To handle instant rebates correctly, you must create and use a dedicated payment method called **Instant Rebate**.

Go to your POS **Settings** menu.

![Screenshot 2026-10-02 at 12.48.12 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-48-12-am.png)

In Settings, search for **Payment Method**.

![Screenshot 2026-10-02 at 12.48.17 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-48-17-am.png)

Open the **Payment Method** configuration section.

![Screenshot 2026-10-02 at 12.48.47 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-48-47-am.png)

Create a new payment method.

Name this payment method **Instant Rebate** (or a clear equivalent).

![Screenshot 2026-10-02 at 12.48.36 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-48-36-am.png)

You should now see the newly created **Instant Rebate** payment method listed.

Confirm that the Instant Rebate payment method is active and available for use.

# Step 3: Ring Up the Phone at Full Price

Now process the sale using the full price of the phone, not the discounted amount.

Go back to the sales screen and select the phone item again.

![Screenshot 2026-10-02 at 12.48.47 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-48-47-am.png)

Instead of changing the item price to $100, keep the price at the full **$1,200**.

![Screenshot 2026-10-02 at 12.49.28 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-49-28-am.png)

Ensure the line item shows **$1,200** as the selling price.

![Screenshot 2026-10-02 at 12.49.38 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-49-38-am.png)

Proceed to **Checkout** with the full price.

![Screenshot 2026-10-02 at 12.49.38 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-49-38-am.png)

At checkout, you will now apply the instant rebate using the payment method you created.

# Step 4: Apply the Instant Rebate as a Payment Method

When you are on the checkout/payment screen, decide how much of the total will be covered by the instant rebate and how much will be paid by the customer.

Click to proceed with payment.

![Screenshot 2026-10-02 at 12.49.40 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-49-40-am.png)

Enter the **Instant Rebate** amount you will receive from the master dealer.  
For example, if you receive $1,100 as an instant rebate, enter **$1,100** as payment under the **Instant Rebate** method.

Click **Save** to apply this payment.

![Screenshot 2026-10-02 at 12.49.45 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-49-45-am.png)

The remaining balance will be paid by the customer (e.g., $100 by cash/card).

Alternatively, if you prefer to take the tax impact on yourself, you can set it so that the customer pays only $100 total, and the rest of the amount (including the tax portion you choose) is covered by the Instant Rebate payment method.

In that case, you can specify that **$100** will be paid by the customer, and the rest of the balance will be assigned to **Instant Rebate**.

![Screenshot 2026-10-02 at 12.49.56 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-49-56-am.png)

Enter the remaining amount as **Instant Rebate**.

![Screenshot 2026-10-02 at 12.50.02 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-50-02-am.png)

For example, if the remaining amount comes to **$1,207**, that full amount is assigned to the **Instant Rebate** payment method.

![Screenshot 2026-10-02 at 12.49.40 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-49-40-am.png)

Confirm the total Instant Rebate amount (e.g., $1,207) and complete the payment.

![Screenshot 2026-10-02 at 12.51.18 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-51-18-am.png)

Save the transaction to finalize the sale.

# Step 5: Review the Receipt and Recordkeeping

Once you save the transaction, your receipt will display the correct full price, tax, and payment breakdown.

The receipt will show the phone’s total price as **$1,200**.

![Screenshot 2026-10-02 at 12.51.23 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-10/screenshot-2026-10-02-at-12-51-23-am.png)

The customer will see a $1,200 item price, the correct sales tax amount, and a clear split of who paid what:

- Customer payment (e.g., $100 via cash/card)
- Instant Rebate (e.g., $1,100 or $1,207) as a separate payment method

This ensures your sales, cost, and tax records are accurate, and the master dealer’s instant rebate is properly documented in your POS.