Sage 100

Client using Avatax - had many issues when first going live (they decided to leap in after testing like one order). Have 7 invoices with appropriate lines and amounts, but nothing got put into Taxable or Nontaxable fields in Header so 0 amount invoice. Attempting to fix via AR Invoice Entry but Avatax is erring because the invoice number is being used again. Tried changing tax scheduled to NONTAX for the adjustment and got an error 80 doing that. (Luckily we were just trying one invoice, so I back-door fixed it.) What is the proper way to do adjustments on invoices when using Avatax?

You didn't say what version, but in the past I've used the AR, Utilities Menu, Sales Tax calculation to recalculate sales tax with Avatax.

I don't really want or need to recalculate. I'm getting an error about the invoice already being on file with Avatax (forget the exact wording) when trying to save the invoice.

Avatax doesn't like using the same invoice#. It's been awhile, but my experience has been when an invoice is re-used, it will override the existing invoice in Avatax. However, I've not had the experience of throwing an error or preventing a duplicate. Perhaps that has changed in the meantime. Consider fixing in Avatax only?

It's a nontax client, so no need to fix in Avatax. But when it updated in Sage, it had no invoice balance (nontax total was zero) even though the lines added up to be some total. So it only needs to be fixed in Sage so that there is a balance showing on the invoice.

We appear to have a similar situation for a client who has AvaTax installed. Intermittently some sales orders in S/O History have totals that don't jibe with the line item amounts. For example, an order with a /MISC line item for Freight has an Extension Amt but it's not showing in either the Taxable or Nontaxable Amt fields. At this point we don't know for sure if this issue is related to AvaTax.

It could be due to how you have the Freight code set up in the Avatax Configuration. Customer had a FR item and it would not get included in taxable.