Which Fields Does Recurly Send to Avalara?

This section details which fields Recurly will send to Avalara with each invoice that is created.

Accounts

Accounts can be referenced on your Avalara tax documents using these fields.

ACCOUNT CODE

The Account Code that you use when creating an account in Recurly is mapped to the Customer Code field in your Avalara records.

ENTITY USE CODE

The Entity Use Code is an optional field that you can set in Recurly in order to help you manage your customer’s exempt status. It's mapped to the same field, Entity Use Code, in Avalara.

ADDRESS INFO

For automatic invoices, your customer's Billing Info address is passed to Avalara. For manual invoices, the Account Info address is passed to Avalara. If you have your Tax Settings set to "Use Account Information Address", this address will always be sent to Avalara, even for automatic invoices.

Plans

Plans can be referenced on your Avalara tax documents using these fields. Note that a
plan's setup fee also inherits these values in your Avalara tax records.

PLAN NAME

The Plan Name is only used in Recurly and is not passed to Avalara.

PLAN CODE

The Plan Code is only used in Recurly and is not passed to Avalara.

PLAN DESCRIPTION

The Plan Description is passed to Avalara as the Description for line items when invoices are created.

ACCOUNTING CODE

The Accounting Code is passed to Avalara as the Item Code.

TAX CODE

The Tax Code is passed to Avalara and is used to apply specific taxability rules for products and/or regions.

EDITABLE QUANTITY

Editable Quantity is not passed to Avalara, but see the Invoices section for quantities on tax records.

PRICING INFORMATION

The Pricing Information, including the Currency, is passed on to Avalara for your plan.

Add-Ons

Add-Ons can be referenced on your Avalara tax documents using these fields.

NAME

The Name is passed to Avalara as part of the Description for line items when invoices are created.

ADD-ON CODE

The Add-On Code is only used in Recurly and is not passed to Avalara.

ACCOUNTING CODE

The Accounting Code is passed to Avalara as the Item Code.

TAX CODE

The Tax Code is passed to Avalara and is used to apply specific taxability rules for products and/or regions.

PRICE

The Price, including the Currency, is passed on to Avalara for your plan.

EDITABLE QUANTITY

Editable Quantity is not passed to Avalara, but see the Invoices section for quantities on tax records.

Invoices

Invoice details can be referenced on your Avalara tax documents using these fields.

INVOICE NUMBER

The Invoice Number is passed to Avalara as the Document Code.

INVOICE DATE

The Invoice Date is passed to Avalara as the Document Date.

LINE ITEMS

The line item details on an invoice are passed to Avalara.

INVOICE AMOUNTS

The total taxable and non-taxable amounts are passed to Avalara.