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Avalara Help Center

Customize CertCapture for Retail Settings

This article applies to:Avalara CertCapture

Customize your workflow and establish which fields are required when creating a new customer record.

  1. Go to Settings > Company Settings > Company Details.
     
  2. Click Edit to make changes to the Additional Options and Purchaser Options settings.

    Edit Purchaser Options.png

Next step

Once you've activated CertCapture for Retail and customized the settings, create and edit locations.

 


 

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