We did not have a customer's exemption certificate, when we originally invoiced them. The exemption certificate has now been added into Avalara, and we attempted to do a credit memo in Sage 100 (MAS 90). I have been unable to get the tax to appear again for the purpose of doing the credit memo. I revoked the certificate and deleted the certificate # from MAS-100, and the tax still won't appear. I have been able to perform the same process successfully for another account, but can't figure out what I am doing wrong for this one
Sage 100 (MAS 90)
- When making creating a Credit Memo in Sage 100
- Make sure to only have one line for each line item you are crediting
- That your passing them as POSITIVE line amounts
- The nature of it being a credit memo in Sage will send the information to Avatax, as a negative line amount.