How do I add Government Rebates to Jobs?
How do I add Government Rebates to Jobs? |
When installing solar panels, government rebates such as Small-scale Technology Certificates (STCs) are often applied as a discount. To make sure these rebates are recorded correctly in ServiceM8 and properly reflected in Burdi reports, follow this simple process:
Create the Government Rebate as a Material
Start by creating a new material item in ServiceM8 to represent the rebate. This approach lets you:
-
Easily adjust the rebate amount whenever needed.
-
Display the rebate clearly on the customer’s invoice, so they can see the savings upfront.
It’s crucial to name the rebate material exactly as:
What Happens If It’s Not Named Correctly
If the product name is anything other than “STC DISCOUNT,” Burdi won’t recognise it and as a result, will not be reflected accurately in your Burdi job report:
Correctly Named Rebates Show as Normal
When you name the rebate exactly “STC DISCOUNT”, Burdi knows to ignore the material so that discounts are automatically accounted for, keeping your reporting accurate and hassle-free.
Note: the words "STC DISCOUNT" can be used in either the item code or Item name, or both.
Final Tips
-
Always double-check the spelling and capitalisation of the rebate item name.
-
Train your team to apply the rebate using this process to avoid inconsistencies.
-
If you notice jobs in red on your report, revisit the product names in SM8 and correct them.
By setting up STC rebates properly, you’ll save time, ensure accurate reporting, and keep everything transparent for your customers.
Got any questions? Call us at 1800 223 532 or send us an email at support@burdi.com.au if you require support.
Related Articles
How to Add Tracking Categories in Xero
How to Add Tracking Categories in Xero <br>
How to Export Completed Jobs to CSV
How to Export Completed Jobs to CSV Exporting your data is a quick and easy way to take your Burdi information offline so you can review, share, or analyse it in your favourite spreadsheet tool. Whether you want to run a report for your team, share ...
Why aren't my Credit Notes adding directly to jobs?
Why aren't my Credit Notes added directly to jobs? When managing your business finances, accuracy and clarity are crucial—especially when it comes to credit notes and job records. At Burdi, we’ve put measures in place to ensure that credit is handled ...
Managing Invoices and Receipts That Don't Link to Jobs
Managing Invoices and Receipts That Don't Link to Jobs Sometimes you may receive invoices or receipts that don’t need to be attached to specific jobs in Burdi. If this is the case, you can adjust the supplier's settings so these documents go directly ...
How Do I Add a Bundle To a Job?
How Do I Add a Bundle To a Job? Got any questions? Call us at 1800 223 532 or send us an email at support@burdi.com.au if you require support.