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Customer.exempt

POST /{namespace}/customers/{customer}/exempt

Exempt records a Customer’s exemption or resale certificate, verifies it, and stops tax on its Orders where the certificate applies.

Mode
do
Event
Customer.exempted

Inputs

InputTypeRequiredDescription
customerCustomerrequiredThe buying Customer.
certificateFilerequiredThe certificate as uploaded through the Portal or received by email.
jurisdictionsstring[]requiredWhere the certificate applies, such as US-TX.
expiresOndateWhen the certificate lapses; empty when it does not.

Outputs

OutputTypeRequiredDescription
credentialCredentialrequiredThe certificate, held by the Customer’s Organization.
customerCustomerrequiredThe Customer, now exempt where the certificate applies.

Effects

  • Emits Customer.exempted.
  • Performed by the Finance Lead.
  • Two-way: it runs at once, in the try, send and do modes.
  • Verifies the certificate number with the issuing authority where it offers a lookup.
  • Every exempt Order carries the Credential in taxExemption.
  • Asks the Customer for a new certificate 30 days before it lapses.

Refuses when

CheckErrorFixThen call
The key is valid, but its scopes do not allow this operation.forbiddenUse a key whose scopes cover the operation, or ask an owner of the namespace to grant them.Customer.exempt

When it waits

GateDefault
Decision classLow: two-way, nothing at stake
Delay windowNone: it runs once review passes.
LimitThe call Limit of the Permission it runs under.
Over the LimitIt waits pending for an Approval from the Founder. Approved, it runs; refused, it ends refused with limit-exceeded; unanswered by its deadline, it ends canceled.