Attach sales tax exemption documents to order records
Attach sales tax exemption documents to order records
Your orders often arrive without linked resale or exemption certificates, delaying tax handling and fulfillment. Add verified exemption files to order so billing staff can clear tax status same day.
Overview
Missing resale or exemption certificates create friction between billing and fulfillment — and your small ops team spends time chasing files. This flow automatically finds and attaches verified tax-exemption certificates to orders, letting billing clear tax status and enabling shipments to proceed, often the same day.