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Avalara Help Center

Create a single use exemption certificate

This article applies to:Exemption Certificate Management Pro

Create a single-use exemption 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 > Certificates to review.
    The Certificates to review page lists all the certificates that you have received from your customers.
  2. Find a certificate that you want to review, and click Review
  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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