Commit Invoices to Avalara
When working with Avalara, invoices must be committed to be processed for sales tax filing. Committing an invoice changes its status from Uncommitted to Committed, making it eligible for tax reporting.
Processing Invoice Commitments
Before committing invoices, ensure all billing information, amounts, and taxes have been reviewed and finalized. Once invoices are committed, they become locked for tax reporting and can no longer be modified.
To commit invoices to Avalara:
Go to Accounts Receivable > Invoices.
Click the Commit to Avatax button in the upper-right corner of the screen.
Select the date up to which you want to commit invoices.
Note:
A pop-up will display the number of transactions about to be committed.
Review the selected date and total transactions.
Click the Commit to Avatax button to finalize the process.
Note:
The status of the invoices will change from Uncommitted to Committed.
Committing invoices once per month, typically at the end of the billing cycle, helps maintain accurate records.
Keeping invoices Uncommitted allows for last-minute adjustments before submission.
Once an invoice is Committed, it can no longer be edited.
Additional Notes:
Committing invoices once per month, typically at the end of the billing cycle, helps maintain accurate records.
Keeping invoices Uncommitted allows for last-minute adjustments before submission.
Once an invoice is Committed, it can no longer be edited.
View Commit Invoices in Avalara
After committing invoices in Rillet, you can verify their status directly in Avalara to confirm that they were successfully processed for tax filing.
Log In to Avalara.
Go to the Transactions tab.
Check the Document Status column.
Invoices marked as Uncommitted have not been processed for tax filing.
Invoices marked as Committed are included in Avalara’s tax calculations.
See Also
Check related Avalara and tax reporting resources:
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