How to Access and Download Invoices in Xvantage for Associates

Overview:

This document includes steps on how to find and download existing (past or active) invoices and credit notes in Xvantage for Associates.

Go to My Apps and open Okta.
In Okta, search for and open X4A.
In Xvantage for Associates, hover over the left navigation menu and click Sales.
Select Invoices.
The Invoices page will be displayed.
Click Filter in the upper-right corner of the table to specify your search criteria. Under Document Type, select Invoice.
To search for invoices associated with a specific customer account, enter the BCN in the Search BCN bar.
To search for a specific invoice, select the appropriate search criteria from the dropdown menu, such as Reseller PO#, IM Order#, or Serial#, and enter the corresponding details in the search bar.
To download a specific invoice, click Download under the Action column on the right side of the table. The invoice will be downloaded as a PDF file to the Downloads folder on your device.
To download all available invoices in Excel format, click Download in the upper-right corner of the page, above Filter, and select Invoices.