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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.

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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.

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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.

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Enter the remaining amount as Instant Rebate.

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

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

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Save the transaction to finalize the sale.