Workflow + Integration

Rebate Payment & Bill Credit Handoff

From approval to the member's bill

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Split view: approved rebates table on the left, generated bill-credit export file preview on the right with a 'Send to CIS' button.

The last mile of rebate processing. Approved applications batch nightly into a bill-credit export formatted for your CIS import, or generate AP check requests with the W-9 attached. When accounting confirms, records flip to Paid and the member gets a notification. Works out of the box with CSV exports; connect the API for straight-through processing.

What's included

  • Bill credit batch export (CSV / API)
  • AP check request generator with W-9 packet
  • Paid-status sync and member notice
  • Reconciliation report

Features showcased

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Rebate Payment & Bill Credit Handoff

Free with any plan · Sets up in 30 min

Rebate Payment & Bill Credit Handoff

Free with any plan · Sets up in 30 min