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.