CertCapture allows you to create billing and shipping customer relationships, where you invoice the customer under once customer number, but ship to them under different customer numbers. This is most common in cases where the main corporate office has one customer number in your business application, but each location or subsidiary has a separate customer number. Learn more about how this works in CertCapture.
What's the difference between a Bill To and Ship To record?
Multiple Ship To records can be linked to a single Bill To record.
When an exemption certificate is added to a Bill To record, that document flows down to its associated Ship To record and covers that exposure.
When should I link Ship To records to Bill To records?
When your company headquarters handles billing (the Bill To record), but you also have multiple shipping locations with unique customer numbers (Ship To records).
For example, a corporate headquarters with multiple subsidiaries, each with a unique customer number. The headquarters provides the exemption on behalf of the subsidiaries. In CertCapture, the corporate headquarters is the Bill To record, and each subsidiary is an individual Ship To record.
Can a customer be both Bill To and Ship To simultaneously?
This option is available in CertCapture, but Avalara doesn't recommend it.
Exemption status flows from the Bill To record to the Ship To record associated with it, but this inherited exemption status only goes "one level" down. Additional customer records linked to the Ship To record do not inherit exemption status.
Bill To record (Exempt) --> Ship To record (Inherits Exempt status) --> Ship To record (does not inherit Exempt status).
When is a customer labeled as a ShipTo?
Once it has been linked to a Bill To customer record.
In the ShipTo tab, what's the difference between Ship State and Ship Zone?
The Ship State section shows any regions that have specifically been added as Ship To States.
The Ship Zone section shows any regions where the customer has an exemption certificate on file.
When you create campaigns to request exemption certificates from your customers, the regions that are included in the campaign are based on the Ship State section. When a region appears as a Ship Zone but not a Ship State, the request for that region is not included in the campaign. Be sure to add the region as a Ship State on the customer record if you'd like to include it in campaigns.