Solar rebate reconciliation: separate claims from cash

Prepare the right inputs

Find the project, issued obligations, provider reference and available payment evidence. Keep direct customer payments, finance funding and rebates in separate lines of the review.

Sources: [1][2]

A practical example

• Illustrative case: certificates are reported, but there is no payment reference. The certificate milestone can be recorded while settlement remains unresolved.
• When payment is reported, compare amount, date and reference with the financial evidence. Investigate partial payments, refunds or unmatched references before reconciling the obligation.

Keep these boundaries clear

Provider payment status does not automatically reconcile the customer balance. A quote amount is not cash and finance approval is not disbursement. Use the authorised finance workflow and current evidence.

Sources: [1][2]

Put the checklist to work

Use one representative record to test the workflow before rolling it out across the team. Confirm what is supported in your plan and who owns unresolved work.

• Explore the related ArcSolar workflow →