The Avalara Address Validation is valid for US and Canadian addresses only. In this example, all countries (asterisk is a wildcard that will match all country values) will use Avalara to validate their address, except for Canada since no Method is defined for Canada (CA). An example of how this table can be configured is: Country You can enable address validation based on the customer's ship to country. When this option is enabled, the "Over limit" credit evaluation also includes unbilled time and material amounts, in addition to the open invoice balance.Īvalara provides an address validation service that can be utilized if you have partnered with Avalara and you have configured Acctivate to utilize the AvaTax integration. Included unbilled time and materials on business activities.When this option is enabled, the "Over limit" credit evaluation also includes open sales and service order amounts, in addition to the open invoice balance. If this option is not enabled, entering "0.00" or leaving the credit limit field empty means they have no credit limit.If the credit limit field is empty, as opposed to having "0.00", then the customer has no defined credit limit. With this option enabled, entering a zero ("0.00") in the customer's credit limit field means they have no credit available to them and any orders will be placed on a credit hold which must be overridden on a per order basis.Zero limit indicates no pre-approved credit.If enabled, a customer's account will be placed on an "Over limit" credit hold if their open invoice balance exceeds their credit limit. (For accounting purposes, the invoice due date remains the same, just no credit hold will be placed on the customer's account until the grace period end is reached.) For example, if the invoice is due on the 10th, but you have a grace period of 15 days, the "Overdue" credit restriction will not go into effect until the 25th if a balance still exists. You can add an additional grace period to the credit restriction calculation beyond the standard invoice due date. If enabled, a customer's account will be placed on an "Overdue" credit hold if any invoice has a balance past it's due date. If the user makes changes to the lookup options, Acctivate will remember those options, per user. The Customer Lookup Defaults option will apply to users the first time they use the customer lookup in Acctivate. When this option is enabled, Acctivate will only sync Acctivate customers to QuickBooks once they have an invoice or payment transaction.
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