How to Create a New Invoice for an Account in CRM

Overview:

This article guides users on how to create a new invoice related to the account in Xvantage for Associates CRM.

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.
Ensure that your view is All Account – Customer Lookup 1.  To do this, select the view drop-down and choose from the options.
To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.
Once you locate the specific account, double-click it to open the account details. 
Click the ellipsis icon (⋯) located at the tabs below the account name.
Scroll down and select Invoices below Related - Sales.
The Invoice Associated View will be displayed.
Click +New Invoice.
The Quick Create: Invoice form will be displayed on the right side of the screen.
Input the required information.
After entering all necessary information, click Save and Close to complete the process. The invoice details will be visible in the Invoice Associated View once saved successfully.