US Customer
Track customer sales-tax exemption & resale certificates, remind before they expire and block accidental tax-free invoices on lapsed certificates
Track customer sales-tax exemption & resale certificates, remind before they expire and block accidental tax-free invoices on lapsed certificates
Key Features
Certificate register
Certificate register — record every customer exemption / resale certificate with its number, exemption reason, issuing state, coverage (blanket or single-use), issue date and expiration date in one searchable list linked to the customer.
State renewal cycles
State renewal cycles — set each certificate to renew annually, every 2, 3 or 5 years, a custom number of months, or mark it blanket / perpetual; the next-renewal date is computed for you from the state's cycle.
Advance renewal reminders
Advance renewal reminders — a daily scheduled action watches every active certificate and raises a to-do activity for the responsible user a configurable number of days before expiry, then flags anything lapsed.
Automatic customer nudges
Automatic customer nudges — email the customer a branded reminder asking for an updated certificate, manually or automatically as expiry approaches, with a full record of how many nudges were sent and when.
Invoice tax-free guard
Invoice tax-free guard — before a customer invoice posts, the app checks the customer's certificates; if the invoice is tax-free but no valid certificate is on file it warns the accountant (or hard-blocks the post, your choice) so you never
Exemption reason templates
Exemption reason templates — reusable types (Resale, Manufacturing, Agricultural, Government, Nonprofit 501(c)(3), Direct Pay) that pre-fill the renewal cycle, lead time and required form for consistent data entry.
State / jurisdiction directory
State / jurisdiction directory — keep each state's revenue department with its portal URL, certificate form number, phone and free-form renewal notes.
Renewal history
Renewal history — every renewal is logged with the date, new expiration, received certificate reference and who filed it, giving a clean audit trail.
Customer exemption status
Customer exemption status — each customer shows a live exemption status (valid / expiring / expired / none) and a smart button to all their certificates straight from the contact form.
Expiring / expired dashboards
Expiring / expired dashboards — dedicated filtered views and colour-coded kanban so nothing coming due slips through, plus a bulk renewal wizard.
Screenshots
Why Choose This Module
Odoo has nothing native to hold these certificates, watch their renewal dates, or stop an invoice going out tax-free against an expired one. This app closes that gap end to end: it registers every customer certificate, measures each one against its renewal cycle, nudges the customer to send a fresh copy before it lapses, and — as a last line of defence — warns or blocks the accounting team when a tax-free invoice is about to post against a certificate that is no longer valid.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail, account
- Support: support@pokutsoft.com
Update date: 2026-07-05