How to Access Invoices in Xvantage for Associates

Overview:

This document includes steps on how to access the invoices in Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for and open X4A.

3. In Xvantage for Associates, hover over the left navigation menu and click Sales.

4. Select Invoices.

5. The Invoices page will be displayed.

6. To search for invoices associated with a specific customer account, enter the BCN in the Search BCN bar.

7. 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.

8. The matching results will be displayed directly below the search bar.