Top-Liner - Case V8.50.0, Coming November 2026

• PDF Estimates & Billing Customer Information | Ability to put the Billing Customer on Estimate PDFs instead of the vehicle’s primary Customer.

Case V8.50.0 (Targeted for November 6th, 2026):

PDF Estimates & Billing Customer Information 

Users will soon have the ability to set the Billing Customer on Estimate PDFs instead of the vehicle’s primary Customer. When a third party, such as a fleet management or billing company, is paying for the repair, the estimate they receive can now be in their name.

How it works

A new Customer Information section, with Customer and Billing Customer options, now appears in these three places:

• Print/PDF Actions
• Request Approval
• Send Estimate to Customer

Customer is selected by default, and with it the Estimate PDF looks exactly the same as it does today.

When you select Billing Customer on a case where the Billing Customer is different from the Customer:

• Page 1 shows the Billing Customer name and Billing Customer Number, followed by the Billing Customer’s address, phone and fax. The primary Customer name and Customer Number appear below that for reference.
• Every later page shows the Billing Customer name and number in the header.
• If the Billing Customer has no customer number, it shows N/A.

Good to know

• The choice is saved for each case. Once you pick Billing Customer on a case, it stays selected the next time you open any of the three dialogs.
• Restore Defaults won’t change it. That button resets only your location’s default PDF options. Your Customer or Billing Customer choice stays as it is.
• If there’s no separate Billing Customer, choosing Billing Customer has no effect and the PDF prints as usual.
• Earlier estimate versions keep their original PDF. Only new estimate versions and the current estimate PDF use the new setting.