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Last updated on Aug 28, 2026
When Post documents to Avalara is enabled, Advanced Billing synchronizes invoice, payment, refund, and credit note activity with Avalara. This keeps AvaTax reporting aligned with invoice activity in Advanced Billing.
Advanced Billing only attempts to void a document in Avalara if that document was already committed there. An uncommitted (Saved/draft) document is deliberately not voided, to avoid errors on documents Avalara hasn't finalized. If the void call itself fails, for example because Avalara has already filed the document, Advanced Billing doesn't automatically create an adjustment or negation transaction in its place.
On classic invoicing, a refund doesn't void or negate the original transaction at all; it creates a new, separate return-type transaction that references the original one.
The following section deals with mappings in Avalara only if you are utilizing classic invoice billing in Advanced Billing. If you are using Relationship Invoicing with Advanced Billing, see the mapping section below that deals with Relationship Invoicing.
| From (Advanced Billing) | Prefix | To (Avalara) |
|---|---|---|
| Transaction ID | CHARGIFY-PAYMENT | DOCUMENT CODE |
| Statement ID | CHARGIFY-STATEMENT | REFERENCE CODE |
| Customer ID | N/A | CUSTOMER |
This occurs if automatic billing has been selected. If there is a current negative balance (credit) on the Subscription, this prepaid charge, covered by the existing credit, is applied to the full cost of all of that statement's charges. This is marked in Avalara as prepaid using Record External Payment or Adjust Balance options.
Charge (prepaid) sync happens during Subscription renewal (at the end of the period).
| From (Advanced Billing) | Prefix | To (Avalara) |
|---|---|---|
| Transaction ID | CHARGIFY-PREPAID-CHARGE-{charge_id} | DOCUMENT CODE |
| Statement ID | CHARGIFY-STATEMENT | REFERENCE CODE |
| Customer ID | N/A | CUSTOMER |
| From (Advanced Billing) | Prefix | To (Avalara) |
|---|---|---|
| Subscription ID and Invoice ID | CHARGIFY-SUB-{subscription_id}-INV-{invoice_id} | DOCUMENT CODE |
| Unpaid (Status) | Saved | |
| Paid (Status) | Committed | |
| Customer ID | CUSTOMER | |
| Reference Code | N/A | Not used |
| From (Advanced Billing) | Prefix | To (Avalara) | Notes |
|---|---|---|---|
| Refund ID | CHARGIFY-REFUND- | DOCUMENT CODE | |
| Payment ID | CHARGIFY-PAYMENT- | REFERENCE CODE | |
| Invoice ID | CHARGIFY-SUB-{subscription_id}-INV-{invoice_id} | REFERENCE CODE | Applicable if refunded payment is related to an invoice |
| Customer ID | CUSTOMER |
| From (Advanced Billing) | Prefix | To (Avalara) | Notes |
|---|---|---|---|
| Component ID | Component-{component_id} | ITEM | |
| Product ID | Product-{product_id} | ITEM | |
| Plan name | CHARGIFY-SUB-{subscription_id}-INV-{invoice_id} | ITEM DESCRIPTION | With Subscription date or to Product name field |
| Plan Tax Type | TAX CODE | ||
| Product Tax Type | TAX CODE | ||
| Tax Origin Address | ORIGIN ADDRESS | ||
| Billing Address or Shipping Address | DESTINATION ADDRESS |
The following section deals with mappings from Advanced Billing to Avalara only if you are utilizing Relationship Invoice billing in Advanced Billing. For more information on Relationship Invoicing, see Understand Accounting Invoices, which covers the broader topic of this style of invoicing.
For Relationship Invoicing only:
| From (Advanced Billing) | Prefix | To (Avalara) | Notes |
|---|---|---|---|
| Subscription ID & Invoice ID | CHARGIFY-CENTRIC-SUB-{subscription_id}-INV-{invoice_id} | DOCUMENT CODE | |
| Unpaid (Status) | Saved | ||
| Paid (Status) | Committed | ||
| Voided (Status) | Canceled | ||
| REFERENCE CODE | SUBSCRIPTION-GROUP-ID-{subscription_group_uid}, PARENT-INV-NUM-{parent_invoice_number} | Applicable if invoice segment | |
| Customer ID | CUSTOMER |
Whether an open (Unpaid) invoice posts to Avalara as Saved or Committed depends on the Accounting Method you choose when you connect your Avalara account: Accrual Basis commits open invoices at issue; Cash Basis defers the commit call until the invoice is paid.
For Relationship Invoicing only:
Credit notes sync when they are created, from prorated credits, refunds, manually applied service credits, and voiding partially paid invoices.
| From (Advanced Billing) | Prefix | To (Avalara) | Notes |
|---|---|---|---|
| Credit note ID & Subscription ID | CHARGIFY-CENTRIC-SUB-{subscription_id}-CN-{credit_note_id} | DOCUMENT CODE | |
| Status | Committed | Always | |
| Invoice IDs | CHARGIFY-CENTRIC-SUB-{subscription_id}-INV-{invoice_id} | REFERENCE CODE | Origin invoices that were credited or refunded |
| Customer ID | CUSTOMER |
Line items follow the same mapping patterns as classic Invoice Billing, above.
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