Add custom field to your template

1. Click your user name at the top right and navigate to Settings > Billing.
2. Click Setup Tax Engine and Tax Date.
3. Click Setup New Tax Engine and select Avalara from the list.
4. Toggle to enable Advanced Settings. 
5. Click Custom Fields.
6. Click Select.
7. Select the required custom fields from the available list.
8. Use the custom field in the template using the following format:

"contractEffectiveDate": "{{customer["d_date__c"]}}",

     Example output after rendering:

“contractEffectiveDate”: "2025-07-24",

9. Click Done.