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.

Commit Invoices to Avalara

1. Go to Accounts Receivable > Invoices.

2. Click the Commit to AvaTax button in the upper-right corner of the screen.

3. 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.

4. Review the selected date and total transactions.

5. Click the Commit to Avatax button to finalize the process.

   Note:

   The status of the invoices will change from Uncommitted to Committed.

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

1. Log In to Avalara.

2. Go to the Transactions tab.

3. Check the Document Status column.

   1. Invoices marked as Uncommitted have not been processed for tax filing.

   2. Invoices marked as Committed are included in Avalara’s tax calculations.