
Surfaces - Seven touchpoints, all live
No portal. No redirect. No missing certificate.
An invoice, a checkout, an email, a ticket, your own site. Every one below is live. Apply an exemption anywhere and the tax comes off.
Invoice
Apply an exemption on an open invoice and watch the tax line clear.
| Description | Unit | Qty | Unit price | Amount |
|---|---|---|---|---|
| Hex bolts, grade 8 (1/2") | case | 12 | $84.00 | $1,008.00 |
| Industrial epoxy adhesive | unit | 8 | $142.50 | $1,140.00 |
| Steel shelving unit, 72" | unit | 5 | $318.00 | $1,590.00 |
| Safety gloves, nitrile | box | 20 | $27.00 | $540.00 |

Checkout
Exemption resolved inside the purchase flow, with no redirect.

Cart
Exempt status settled before the buyer reaches payment.

The certificate request that completes itself.
Hi Acme team,
Your invoice INV-44821 for $4,630.94 is ready and due July 15. You can view and pay it online at any time.
If your business is tax-exempt, you can apply your certificate before paying:
Thanks,
Acme Supply Billing
Your exemption certificate has been applied. Here is your revised total:
Certificate #XMPT-44821 documented · Resale · Texas.
Help page
Buyers self-serve the certificate they need.
If your business is tax-exempt, you can add your certificate to any order in about a minute. You only need to do this once, and it applies to future orders automatically.
- Open the order you want to make exempt.
- Select apply your exemption certificate and confirm the pre-filled details.
- Approve. The tax is removed and the certificate is documented on your account.
Customer service app
Your agent resolves it inside the ticket.