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Configure CertCapture to automatically accept and validate documents

This article applies to:AvaTax

Learn how to configure CertCapture to automatically accept and validate documents that are created and submitted via CertExpress, CertCapture for Retail, and CertCapture for eCommerce. These products have guided certificate creation wizards, and the resulting documents have all of the information needed to begin exempting the customer as soon as they submit their exemption certificates.

Documents can be automatically validated only if they are created using the guided certificate creation wizard. This means that you'll need to manually validate documents that are submitted via other methods:

  • Document images that are uploaded in CertCapture.
  • Documents that are emailed or faxed.
  • Document images that your customers upload in CertExpress.
    You'll need to validate the certificate if your customer uploads an image instead of using the guided certificate creation wizard.
  • Documents submitted via CertExpress Public.
    These documents aren't associated with a customer number when they're submitted, because your CertExpress Public link is not customer-specific.

Steps

  1. In CertCapture, go to Settings > Company Settings > Company Details.
    The Company Details page opens.
  2. Decide which documents you want to be automatically validated:
    • To automatically validate documents submitted via CertExpress:
      1. Select the CertExpress Settings tab.
        The CertExpress Settings tab opens.
      2. Select Edit CertExpress Settings.
        The Edit CertExpress Options menu opens.
      3. Uncheck the Submit to Stack option.
      4. Select Update CertExpress Settings to save your changes.
    • To automatically validate documents submitted via CertCapture for Retail:
      1. Select the Retail Settings tab.
        The Retail Settings tab opens.
      2. Select Edit Retail Settings.
        The Edit Retail Options menu opens.
      3. Uncheck the Submit to Data Entry option.
      4. Select Update Retail Settings to save your changes.
    • To automatically validate documents submitted via CertCapture for eCommerce:
      1. Review the CertCapture for eCommerce installation guide.
      2. Adjust your CertCapture for eCommerce code to set the submit_to_stack function to false.

After adjusting these settings, documents that are created and submitted via CertExpress, CertCapture for Retail, and CertCapture for eCommerce are automatically accepted and validated. This allows you to process exempt invoices for your customers as soon as they submit their exemption certificates.

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