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Avalara Help Center

Add comments to a certificate

 

This article applies to:Exemption Certificate Management Pro

Add comments to provide any additional information, so that all the customer information is stored in one place.

Steps

  1. From the home page, go to Exemptions > Certificates to review.
    The Certificate to review page opens.
  2. Find the customer for whom you want to add a comment and click Review.
  3. Select Add a comment.
  4. Enter comments and click Save.

Multiple comments can be added to an exemption certificate. You can also edit or remove the added comments.

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