Follow the claim after the sale
Connect an eligible provider and associate the correct application. The project keeps its rebate context alongside the customer and installation work.
Solar and battery rebate tracking
Track the rebate beyond the quote.
ArcSolar brings provider-reported rebate progress into the solar or battery project. Review applications, certificates, missing evidence and update times while keeping customer payments and rebate settlement clear.
Book a workflow demoAn accepted quote, a registered certificate and money received are three different events.
ArcSolar / Solar and battery rebate tracking
What you can do
Keep progress, inspection and payment distinct
Read the status with its evidence
Inspect supporting files, certificate details and observation time. A status label alone cannot explain whether inspection or settlement is complete.
Keep finance decisions grounded
Track customer balances independently. A provider payment report is useful evidence, but does not reconcile the customer account by itself.
Setup and workflow
Put it to work in ArcSolar
The Rebate tracking tab needs an eligible provider connection or enabled REC Registry tracking. Availability depends on your account setup.
- 1
Enable your tracking source
Connect GreenDeal or Formbay. Where offered, enable REC Registry tracking and obtain the installation accreditation code from your rebate agent.
- 2
Confirm the installation
Match the application to the project using the customer, site and provider reference. An accreditation code is not an installer licence or invoice number.
- 3
Work the exceptions
Example: the registry shows certificates, but the rebate agent has not reported payment. Ask for settlement evidence and leave the payment task open.
Questions
Before you get started
Does this calculate customer eligibility?
This workflow tracks reported progress after the quote. It does not certify eligibility, approve a claim or replace the current scheme rules used when quoting.
Is every update instant?
No. Provider observations and public certificate activity can arrive after the underlying event. Check the source time before treating a status as current.
What if a claim is missing?
Check identity, connection and the last successful sync before concluding there is no claim. Keep manual follow-up when the provider does not supply the required information.
Evidence and review
Product scope reviewed 2026-09-13.
This page is mapped to 1 maintained ArcSolar capability record. Product statements are reviewed by the ArcSolar product and editorial team. Read the editorial standards.
- Solar and battery rebate tracking documentation — ArcSolar Documentation; reviewed 2026-09-13.
Related workflows
Continue through the connected record.
See it with your workflow