How to Create a New Invoice in CRM

Overview:

This article provides the step-by-step process on how to create an invoice 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 the Xvantage CRM, navigate to Invoices under the Collateral section in the sidebar.
6. Click New to create a new invoice.
7. Enter the required details:
   • Name
   • Currency
   • Price List
   • Customer
8. Click Save & Close to finalize the invoice.