How to Find a Credit or Debit Memo for an Invoice in Xvantage for Associates

Overview:

This article will explain how to find credit/debit memos related to a particular invoice in Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.

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

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales.

4. Select Invoices.

5. The Invoices page will be displayed.

6. The Invoices page will be displayed.

7. Use the dropdown menu beside the search bar to select the appropriate search criteria.

8. Enter the corresponding information in the search bar.

9. To locate a credit or debit memo associated with a specific reseller, enter the BCN in the Search BCN bar.

10. Click Filter.

11. Under Document Type, select Credit Memo and Debit Memo.

12. Click Apply.

13. The matching results will be displayed.