Add a customer record to CertCapture in NetSuite
This article applies to:Avalara AvaTax for NetSuite
These are instructions to add one customer record to CertCapture from NetSuite. To add many customer records at once, go to CertCapture.
Steps
- In NetSuite, open a customer record in edit mode.
You must be in edit mode to add customers to CertCapture from NetSuite. - On the customer record, select the Address tab and add or select the address for which you want to generate the exemption certificate.
- Select Add Customer to CertCapture.
A message displays when the customer is added to CertCapture.
