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 Claim Your Dealer Commission
Step-by-step guide for dealers to submit a commission claim through the Peresoft Partner Area.
Claiming Your Commission
- Go to SA/Subscriptions > Client SA/Subscriptions from the menu.
- From the Information to Display dropdown, select All Clients Commission and click Submit.
- A commission summary will appear showing all unpaid commission line items - product names, serial numbers, reference numbers, dates, invoice amounts, and commission amounts.
- Below the summary, click Request Payment.
- A form will appear pre-filled with your dealer details. Complete the following required fields:
- Your Invoice Number - enter your own invoice number (minimum 5 characters)
- Bank Name
- Branch Code
- Account Number
- Email and Contact Name - pre-filled from your dealer profile, update if needed
- VAT Number - shown for South African dealers with a registered VAT number (pre-filled); the form will automatically calculate VAT at 15% and show the inclusive total
- Click Email Invoice to Peresoft to submit. This sends your commission invoice directly to Peresoft - you do not need to send a separate invoice.
Note: The All Clients Commission option is only visible to authorised dealer accounts.