Equipment season ends.The rebate arithmetic does not.
Equipment, coils and controls, counted inside the period the agreement names rather than inside a calendar year.
- Condensers and air handlers
- Furnaces and coils
- Controls and thermostats
- Refrigerant and line sets
The first pass is free while we onboard the first ten distributors.

An HVAC distributor told the SEC to stop relying on its accounts
One 8-K, in 2007, over the timing of vendor rebates and nothing else.
cumulative adjustment one HVAC and plumbing distributor booked over when vendor rebates were recognised
Colonial Commercial Corp, Form 8-K Item 4.02, 21 May 2007, SEC EDGARWe did not find a supplier agreement from an HVAC, plumbing or electrical distributor in the public filings we searched, so the paper here comes from other industries. It shows the shape of a clause. It is not evidence about your trade. For HVAC the one document squarely in the trade is the 8-K quoted here, and it is not a supply agreement. How we searched
“Previously, some vendor rebates were recognized as a reduction of cost of sales when earned, not as a reduction of costs when sold.”
A distributor your size told the SEC its published accounts could no longer be relied on. The cause was the timing of vendor rebates and nothing else.
Three files, and the dates come out of the paper
We take the dates out of the agreement
An equipment program that runs June to May is counted June to May, and a supplier running two programs is counted on both.
How the reconciliation works
- 01
Send three files
Your purchase export for the season, the agreement that pays on it, and the statement they sent.
- 02
We count the season
Every invoice inside the measurement period the agreement sets, and none outside it.
- 03
You see the season
What the statement paid for that period, what the agreement earned, and the difference.
Also for HVAC distributors: Claim deadlines · How a statement is checked · Rebate accrual
The rebate year does not have to start in January
Where a program runs on a season, the season is what gets counted.
The period comes out of the paper
A program that runs June to May is counted June to May.
Two programs, two years
A supplier running equipment on a season and parts on the calendar year is counted twice.
Counted where the paper puts it
Each line lands in the period the agreement assigns it, whichever side of the year end.
Questions about this page
Yes. The measurement period comes out of the agreement, so a program that runs June to May is counted June to May. Where a supplier runs two programs on two different years, each one is counted on its own.
It is the one public document we found from inside the trade. It is a 2007 filing about when a distributor recorded vendor rebates, not a supply agreement, and it says nothing about your suppliers. We quote it to show what the timing of a rebate cost one company of that size.
See it before you send anything
- See the live demoReal screens, made-up distributor. Opens in a new tab.
- See the three plansThree plans, with the sizes they are priced for on the page.
What it costs, which files we need and how your data is handled are answered once, in one place each: Pricing · Questions on the statement audit
Send one statement from your biggest HVAC supplier.
We count it on that agreement’s own dates and send back what the season actually earned.
Free while we onboard the first ten distributors.