ID623 - Customer Tax Exempt Certificate is Expiring Overview (in Development)

For clients who wish to track their customers Tax Exempt Certificate expiration date to help their AR or Sales Tax Department keep an up to date certificate on file.

VariableW should contain the Custom Property created to track the expiration date and must have a Data Type of [Date]. This attribute should be assigned to your Customer Custom property tracking configuration.

VariableX specifies the number of days in advance you wish to be notified of expiration date. This alert will only fire for customers where the custom property is not blank.