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Create a single use certificate

This article applies to:Exemption Certificate Management Pro

Create a single-use certificate when a customer provides you with a certificate that applies only to a specific transaction, job, or contract.

Steps

  1. From the home page, go to Exemptions > Review incoming certificates.
    The Incoming certificates to review page appears listing all the certificates that you have received from your customers.
  2. Find the certificate that you want to review, and select Review
    The certificate details appear.
  3. In the Review and save the certificate page, enter the details from the certificate.
  4. Select the Single-use certificate checkbox.
  5. Enter a purchase order number or document code.
    The certificate applies only to transactions where the Purchase Order field or Document Code field matches the PO Number that you enter here.
  6. Click Save.

 

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