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How to have invoices be posted automatically when using the NEW Avalara Integration

Question/Problem Statetement: 

 

We are transitioning from the Avalara Connector to Avalara Integration and we noticed that invoices are not getting posted automatically after tax application. Is there a setting that needs to be altered to allow the invoice to change from Draft to Posted with this new integration?

 






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Re: How to have invoices be posted automatically when using the NEW Avalara Integration

Solution:

 

With the new Avalara Integration, Auto-post Bill Run feature is used to automatically post invoices after tax application.

 

To enable the feature, navigate Settings > Z-Billing Settings > Billing Rules > set Support bill run auto-post? to Yes.

When you create a Bill Run, make sure to check Auto-Post invoices upon completion of Bill Run under Processing Rules.

 

Screen Shot 2016-07-11 at 3.44.39 PM.png






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Support SME

Re: How to have invoices be posted automatically when using the NEW Avalara Integration

Solution:

 

With the new Avalara Integration, Auto-post Bill Run feature is used to automatically post invoices after tax application.

 

To enable the feature, navigate Settings > Z-Billing Settings > Billing Rules > set Support bill run auto-post? to Yes.

When you create a Bill Run, make sure to check Auto-Post invoices upon completion of Bill Run under Processing Rules.

 

Screen Shot 2016-07-11 at 3.44.39 PM.png






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post