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