1. Install
Install CertVault from the Shopify App Store or your Partner install link. Open it from Admin Apps.
Install to first approved certificate.
Install CertVault from the Shopify App Store or your Partner install link. Open it from Admin Apps.
In Certificates, pick a Company Location and create a request.
Copy the buyer upload URL from the certificate detail page and send it to your wholesale buyer.
When the file arrives, open the certificate. Approve to set tax-exempt, or reject with a reason.
Set the reminder window in Settings. Use the audit binder export when you need files plus a CSV register.