SOL-0452026
Changing the Customer Name to Dealer Name on a SA/Subscription Invoice
How to update a SA/Subscription invoice to display the dealer name instead of the end customer name.
Solution Sheet
How to Update the SA Expiry Date After Making Payment
Once payment is processed, run Obtain Licences from Peresoft.com to refresh the SA expiry date.
Steps to Update the SA Expiry Date
- Confirm that payment has been processed and cleared.
- Go to C/B Setup > License Activation.
- Click Obtain Licences from Peresoft.com.
This connects to the Peresoft website, retrieves the updated activation information, and refreshes the SA expiry date automatically.
Note: EFT payments do not reflect immediately — SA is only updated once the payment has cleared. Credit card payments reflect the same day.