Reporting invoiced orders and credits to Avalara

In addition to tax calculation and address validation, Avalara also offers a service where they will collate invoiced sales order and sales credit information from Brightpearl for the purpose of providing you, through Avalara's reporting suite, access to a complete breakdown of your tax liabilities in detail. They are also able to file your tax reports to the appropriate authority if you wish.

In order to send your invoiced orders and credits to Avalara, go to your Sales or Sales credits list screen. Brightpearl will ignore non-invoiced or already committed sales, so it's best to filter your orders to show only those that are invoiced. Select the sales you want to submit, and hit the drop-down box, then select 'Commit invoices to Avalara'


Once that's been selected, Brightpearl will create a background task so you can continue working while your invoices are submitted and check back on progress later. Click the link in the notification that appears to check the status, or you navigate away from the page you can find your background tasks by selecting your profile name at the top of the page, followed by 'Background tasks'.


If you're displaying the 'Tax status' column in your Sales list view, then you'll see a green 'T' representing that these orders have been committed:


You'll see a red 'T' in the event of any errors. If that's the case, open the order and select 'Calculate taxes' to see what the issue is. You can find more information by opening the 'Tax' tab.

Once these invoiced orders are committed, you'll be able to report on them from within your Avalara AvaTax account.


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