How to Access Invoices in Xvantage for Associates through CRM

Overview:

This article provides a step-by-step guide on how to access Invoices in Xvantage for Associates (X4A) through CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Sales and select Invoices.

6. The CRM window displays the Invoices in Xvantage for Associates embedded screen.

7. If you are assigned to multiple countries, choose the required country from the drop-down menu on the top left angle of the window and click Continue.

8. The Invoices tab displays all invoices for the selected country.