Worksheet

Scheme claim register template

A one-page register with four blocks across the sheet. The scheme block lists company, scheme, slab and dates, while the sales block lists invoice number, retailer, quantity and the discount given under each scheme. The claim block lists date sent and amount. The settlement block lists credit note, date and short-paid reason. A footer totals unsettled claims by company.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How a stockist tracks scheme claims and credit notes from companies”, www.gullysystem.com/blog/how-a-stockist-tracks-scheme-claims-and-credit-notes-from-companies