Skip to main content
Avalara Help Center

View and Download Exemption Certificates

View exemption certificateHoverTT.png details such as the exemption certificate number. Download exemption certificates in order to save a copy for your records.

View and download exemption certificates

  1. In Microsoft Dynamics NAV, go to Departments > Sales and Marketing > Order Processing > Customers.
  2. In the Customers window:
    • To retrieve the certificate status, click Navigate > CertCapture > Retrieve certificate(s) status or select a customer and then click CertCapture > Retrieve certificate(s) status. The View - Certificate Status window displays a list of exemption certificates and their request status. 
    • To retrieve the certificate, you can either click Navigate > CertCapture > Retrieve certificate(s) or select a customer and then click CertCapture > Retrieve certificate(s). Go to Edit - Certificate Details > Certificate Details tab and select the certificate. To download the certificate, click the following buttons and follow the steps in your computer for downloading a document.
      • To download the certificate in .png format, click Get Certificate as PNG.
      • To download the certificate in .pdf format, click Get Certificate as PDF.