How to Assign an Invoice in CRM

Overview:

This article provides a guide on how to assign an invoice to another user or team in X4A CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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

4. Select CRM from the Sales sub-menu.

5. In CRM, navigate to Invoices under the Collateral section in the sidebar.

6. Ensure that your current view is All Invoices to display all invoice. To do this, click the view drop-down and select All Invoices.

7. Locate the invoice you want to assign using the filter by option or the quick find search bar.

8. Click on the Invoice Name to open the invoice details.

9. Click Assign from the command bar.

10. In the Assign To field, choose User or team.

11. Enter the name or email address of the user you want to assign the invoice to.

12. Click Assign to complete the process.