How Do I Handle Returns & Voids with Avalara?

Recurly also fully supports returns and voids for tax documents from your Recurly site to
your Avalara Avatax account.

 

Return Document for Refunds

When you process a refund from Recurly, Recurly will post a new tax transaction record in your Avalara account. This will be reflected in Avalara as a Return Invoice and will reference the line item details and invoice summary information.

The fields listed for the invoices above are the same with the addition of 1) the original
invoice number being passed as the Reference Code in Avalara and 2) the original invoice date being pass as the Tax Override Date on the new refund invoice.

 

Void a Tax Document

Voids can be applied in your Avalara AvaTax account for either uncommitted or committed tax records when initiated from Recurly.

  • For automatic invoices, an invoice is voided in your Avalara AvaTax account when a payment fails and cannot be recovered through dunning or is set to stop collecting. Subsequently, the invoice state is marked as failed in Recurly as well.
  • For manual invoices, an invoice is voided in Avalara AvaTax account when you manually set to be marked as failed. Subsequently, the invoice state is marked as failed in Recurly as well.