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Avalara Help Center

Internal Resources

Instructions and documents for internal Avalara employees to use with Communications customers. These are not to be shared externally.

These pages include internal reference materials designed to help you help our customers. Contact Gail Pearson if you want to provide corrections or add material.

General

Playbooks - Provide Avalarians with instructions for assisting customers through Implementation, Content, and Returns.

Account Management

Sample Statements of Work - Contains sample formats you can download and customize. 

Booking Process - Contains post-sales steps.

Registration Process - Describes the steps for completing a registration project.

Credit Memos - Includes instructions for satisfying a credit request from a customer (includes form).

 

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