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How do I link multiple customers to a certificate in CertCapture?

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Overview

I need to link multiple customers to a single certificate in CertCapture.

Environment

Avalara CertCapture

Resolution

  • Open the certificate that you want to link multiple customers
  • Go to the Taxability Info tab
  • Click on Link Customer
  • Enter in the customer numbers, each number on a new line
    • you can copy an paste from a spreadsheet
  • The system will take a moment to search
  • Once done, click Link Certificate.