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Avalara Help Center

Customize your Retail Purchaser settings in CertCapture

This article applies to:CertCapture

Use the Retail Purchaser Settings to manage the information you want to collect from your customers as they submit a certificate. 

Steps

  1. In CertCapture, go to Settings > Company Settings > Company Details.
  2. Select the Retail Purchaser Settings tab.
  3. Select Edit to make changes.
  4. Choose one of the following options for each field:
    • Required: Your customers are required to provide this information when they submit a certificate.
    • Preferred: You would prefer that customers provide this information, but it is not required.
    • Optional: Your customers are not required to provide this information.
    • Disabled: The field is disabled, and your customers are not asked to provide this information.
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  5. Select Update Purchaser Settings to save your changes.

Next step

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

 


 

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