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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. 


  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.
  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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