Customer synchronization is based on the Tax ID configured on the Customer record. When a valid Tax ID is available, the customer becomes eligible for synchronization with the NRS platform.
To ensure a smooth operation, ensure the customer(s)' address includes the email, phone number and postal code.
Customer Tax Setup
Attach valid Tax Identification Number (TIN) on the Tax ID field on the tax tab of the customer document and save. This will be used for compliance purposes when submitting Sales Invoices to NRS via DIgiTax.
On update, the customer details will be sent to DigiTax which then verifies the tax code on NRS, if the tax ID is valid, a digitax ID will be returned and set; the 'Is Active' field will also be checked.
Last updated 1 month ago
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