Deductions Management & Recovery for CPG

Track every invoice deduction and chargeback, categorize them automatically, and resolve disputes faster — so you recover more and lose less.

Deductions management is how CPG companies track, validate, dispute, and recover the chargebacks and invoice deductions that retailers and distributors subtract from payments. Those deductions cover everything from promotional allowances and shortages to compliance fines and pricing discrepancies, and for most brands they add up to a significant amount of leaked revenue that's hard to see when it's buried in disconnected spreadsheets and remittance files.

CentrixIQ gives you full visibility into invoice deductions with automated categorization, approval workflows, and trend analysis. You track every dollar, identify recurring issues, and resolve disputes faster — recovering more and losing less on chargebacks and deductions. Because deductions and trade promotions live in the same platform, CentrixIQ links every deduction back to the trade promotion that created it, giving you a complete audit trail. It goes live in days, not months. QuickBooks Online connects today, and connectors for other ERP systems and Amazon chargebacks are on the roadmap.

Capabilities

Everything You Need to Recover Deductions

Automated Categorization

Incoming deductions and chargebacks are automatically sorted by type and reason code, so you can see exactly where money is leaking without manual coding.

Approval & Dispute Workflows

Route deductions through structured approval and dispute workflows so valid claims are accepted and invalid ones are challenged before the deadline passes.

Deduction-to-Promotion Linking

Automatically tie each deduction and chargeback back to the trade promotion that created it, so reconciliation takes minutes instead of weeks.

Recovery & Trend Analysis

Track every dollar recovered and surface recurring issues with trend analysis, so you can fix the root causes that keep generating deductions.

ERP & Amazon Connectors

QuickBooks Online invoices sync today. Connectors that pull deductions and remittances from other ERP systems and Amazon chargebacks are on the roadmap.

AI-Assisted Insights

Ask IQ, the built-in AI assistant, which deduction types are costing you most and where to focus recovery efforts — in plain language, no report-building required.

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Related

Part of a Unified CPG Platform

Deductions management works best when it shares data with the rest of your go-to-market workflow.

Trade Promotion ManagementPlan & forecast spend
Retail ExecutionField & store visits
CPG CRMAccounts & pipeline
ConnectorsERP & market data
FAQ

Deductions Management Questions

Deductions management is the process CPG companies use to track, validate, dispute, and recover the chargebacks and invoice deductions that retailers and distributors subtract from payments. It covers categorizing each deduction by type and reason code, validating whether it's legitimate, disputing the ones that aren't, and recovering money that was wrongly taken. Done well, it turns deductions from unexplained leakage into a measurable, recoverable line item.

Deductions and chargebacks are amounts that retailers and distributors subtract from what they pay a CPG brand, rather than paying the full invoice. They cover things like promotional allowances, shortages and damages, late or non-compliant shipments, pricing discrepancies, and returns. Some are valid and agreed upon, but many are duplicate, unsubstantiated, or incorrect — and without a system to catch them, brands often write them off instead of recovering the money.

CentrixIQ gives you full visibility into invoice deductions with automated categorization, approval workflows, and trend analysis. You track every dollar, identify recurring issues, and resolve disputes faster — so your team recovers more and loses less on chargebacks and deductions. By routing each deduction through a structured dispute workflow and keeping a complete audit trail, CentrixIQ helps you challenge invalid claims before deadlines pass and fix the root causes that keep generating them.

Yes. Because deductions and trade promotions live in the same platform, CentrixIQ automatically associates incoming deductions and chargebacks with the promotions that generated them. That gives you a clear audit trail, faster reconciliation, and the ability to see the true net cost — and ROI — of every promotional event instead of guessing at quarter end.

Partly, today. QuickBooks Online is available now and syncs customers and invoices with CentrixIQ. Connectors for other ERP systems and for Amazon Vendor Central chargebacks are on the roadmap and not yet available; until then, those deductions can come in through the CentrixIQ REST API. Once in CentrixIQ, every claim sits in one place, ready to track, dispute, and recover.

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