How can I make addtional notes to a transaction sent to Avatax?
Overview
I would like to add notes to a transaction after it has made its way to the admin console.
Environment
Avalara Avatax
Resolution
- Once the transaction is sent to the admin console find it in the transaction window and click the DocCode to enter the detail of it
- Click Edit
- On the bottom right click the Select drop down for Adjustment Reason and choose Other
- Underneath that in the Description box make notes you would like to add to the transaction
- Choose Save as committed on the top left next to the orange button
Note: You can do this to add notes to a transaction without actually adjusting anything in the transaction itself.