--> Skip to main content
Avalara Help Center

How can I update a customer record so it shows we do not need a certificate from them because they have not made any recent purchases?

Overview

You have uploaded all customers into CertCapture, but have determined that some customers do not need to supply a certificate. You want to know how to update those customer records so that you avoid sending them certificate requests.

Environment

Avalara CertCapture

Resolution

  • Add the Customer Attribute "NO LONGER CUSTOMER" and then create certificate request campaigns only for customers without that attribute.
  • Add a TAXABLE override for any state where they are taxable so the Exposure Zone will show as filled