How to Export Invoices to Excel from the Account in CRM

Overview:

This article guides users on how to export invoices to Excel from Xvantage for Associates 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 sidebar menu, navigate to Customers and select Accounts.

6. Choose the view that you need.  To do this, select the view drop-down and choose from the options.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once you locate the specific account, double-click it to open the account details. 

9. Click the ellipsis icon (⋯) and select Invoices from the options.

10. The invoices will be displayed which are pulled from Xvantage for Associates.

11. Click Download located at the right side of the screen.

12. Click Invoices.

13. The download will automatically start, and the file will be saved to your computer.