How to Find All the Invoices for a Specific Reseller in Xvantage for Associates

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Overview:

This article will explain step by step how to find all the invoices for any reseller you are working with Xvantage for Associates (X4A).

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for Xvantage for Associates (X4A) and open it.

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

  4. Select Invoices from the sub-menu.

  5. Use the applicable search method below:

    • Search BCN field: Enter the reseller's BCN in the Search BCN field and press Enter.

    • BCN filter: Click the BCN button, enter the reseller's BCN, and click Apply.

  6. The results will display the details of all invoices issued to the selected reseller.