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Avalara Help Center

How do I edit a certificate in CertCapture?

Overview

You want to know how to edit an existing certificate.

Environment

Avalara CertCapture

Resolution

  • Pull up the certificate in CertCapture
    • Search > Certificate Search 
      • Click on the certificate number in the search results
    • Or, Search > Customer Search
      • Click on the customer number in the search results
      • Click on the Taxability Info tab
      • Under Active Linked Certificates or Pending/Historical Certificates, click on the applicable Exposure Zone highlighted in blue
  • Click Edit on the Details tab of the certificate page
  • To change/add a customer click the Customers tab
  • Note: Make sure to check the History tab on the certificate page for a successful API call: "API call initiated for certificate: Success."

 

 

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