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Add a customer record to CertCapture in NetSuite

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This article applies to: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.