Avalara Mandate Activation
After the Avalara company creation, you must select a subsidiary and an electronic invoicing mandate to perform the mandate activation. E-invoicing mandate must be activated for a subsidiary to send e-documents to Avalara for e-invoicing.
To activate electronic invoicing mandate for a subsidiary:
-
Go to Setup > Electronic Business > Avalara Mandate Activation.
-
On the Avalara Mandate Activation page, select a subsidiary from the Subsidiary list.
-
From the E-invoicing Mandate list, select the required mandate.
-
Click Proceed.
You will be redirected to Avalara website to complete further steps that are required to activate the mandate.
-
Login into Avalara website using your user credentials, provide the required information to complete the mandate activation and click Submit.
Note:For more information about completing the Avalara mandate activation on the Avalara website, see link.
After the mandate activation is completed on the Avalara website, the mandate activation status for the subsidiary is automatically updated on the Avalara Mandate Activation page in NetSuite.
On the Avalara Mandate Activation page, the Subsidiary Mandate Activation Status table has the following information:
-
Subsidiary – Name of the subsidiary
-
E-invoicing Mandate – Name of the e-invoicing mandate
-
Avalara Manager – Name of the Avalara manager
-
Timestamp – Date and time of the e-invoicing mandate activation
-
Status – Status of the e-invoicing mandate activation of the subsidiary. The following is the list of statuses that are displayed according to the mandate activation progress:
-
Completed – Avalara mandate activation is completed successfully and can be used.
-
Information Required – Mandate activation is not complete due to incomplete information. Avalara manager must provide the required information.
-
In Progress – Mandate activation is in progress. User action is not required.
-
Failed – Mandate activation failed. Avalara manager must retry the mandate activation again.
-