Element type: Required

Endpoints/models used: CreateTransactionModel

Your integration must include a field that allows users to input the merchant-facing customer code (number, ID) that will be passed to the AvaTax service in the transaction. This can be done using the customerCode field in the CreateTransactionModel. Customer codes are case sensitive and unique across your company. In addition, customer codes can be a maximum of 50 characters.

Some integrations have an internal GUID as a customer identifier along with a merchant-facing or vendor facing-customer identifier. So in the UI, you might see a customer ID, but the back end contains another string that identifies that particular merchant or vendor.

When used in transactions, if the transactiontype is SalesInvoice, the transaction is deemed to be a sale to a buyer identified by the customerCode. In this case, use the ID of the customer for the customerCode. Similarly, if the transactiontype is PurchaseInvoice, the transaction is deemed to be a purchase from a vendor identified by the customerCode. In this case, use the vendor ID for the customerCode.

View example