Solution Sheet

Version 2026 · Software Assurance · Posted 08 Jun 2026

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.

Steps to Update the Invoice Name



  1. Go to SA/Subscriptions > Software Ass./Subscription Invoices from the menu.

  2. Select the required invoice from the list.

  3. Go to Client Information > Name, add the billing name, and click Update Quote to save the change.


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