You are creating a mailout campaign certificate request for multiple customers missing certificates and you see that only some of the certificates are set to be sent, and you want to know why.
- To send a certificate request to a customer through a campaign for a particular state it must be listed as a ShipTo state on the customer record and also be selected in your company Nexus in CertCapture.
- When the customer accesses CertExpress to provide certificate information, all ShipTo states will be available for them to provide a certificate, regardless of whether they are selected in Nexus.
Note: We recommend adding a ShipTo state for your customer when a state is within your nexus and you ship sales to the customer there. A certificate would be used to exempt a customer only if a transaction took place in the state where you collect tax.