I'm glad my suggestion helped! You're correct that the Avalara/Shopify integration is a nightmare. The lack of accurate documentation is what causes all these headaches. At least we have the user forums to fall back on! I wish you the best of luck wi...

Brutal. I'm sorry you're experiencing these issues with sales tax calculations. The order of operations is important. I suggest creating the customer's Avalara entry before creating a sales/draft order in Shopify. Reversing this order usually results...

Yes. You must add a certificate to your customer's Avalara record for every state they ship to. It's a major pain, but there is no workaround. Depending on the state, certain items may be exempt from sales tax, which is probably why your sales tax ca...

Good luck. Once you get it dialed in, it works well.

Ensure the Avalara "Customer code" is the Shopify Companies Location ID with the B2B prefix. The email address listed in Avalara has to match the customer's Shopify account.  I find the process works better if the customer and company are created in ...

I'm unsure why it's not working without seeing your exact process and circumstances. Do you have the Shopify "Avalara AvaTax" app installed in your store?

Yes. We can support tax exemptions using Avalara. However, there were plenty of pain points setting this up. NO documentation from Shopify or Avalara informs you about the "b2b:" prefix requirement or the necessity to add the B2B location ID instead ...

Did you have a chance to review the B2B location instructions for Avalara further down in the comments thread?  If the customer isn't associated with a B2B Company Profile in Shopify, you add their Shopify customer ID to the Customer Code field in Av...

Have you had any luck finding a solution? We're using Shopify Plus with companies. However, we have difficulty sending invoices from multiple locations to a single accounts payable contact.

If the customer isn't associated with a B2B Company Profile in Shopify, you add their Shopify customer ID to the Customer Code field in Avalara. If the customer is associated with a B2B Company Profile, add the company location ID to Avalara with the...

We recently received the same complaint. A customer placed an order and received an abandoned cart email the following day. Have you received any information about this issue?

Thank you. It appears Shopify fixed our issue, and AvaTax is working as intended.

It appears this issue still needs to be fixed. We use Avatax to calculate sales tax. However, B2B tax-exempt accounts are broken, and sales tax is always charged. Plus, there is no documentation related to Shopify Plus B2B and Avatax. The only workar...

I'm also interested in learning how this can be accomplished. I've looked at several of the custom invoice apps, but none of them include the checkout link contained in the default "send invoice" from a draft order.