How to Mark an Order Product as Ready to Invoice in CRM

Overview:

This article provides the steps on how you can mark an order product as ready to invoice in CRM.

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 CRM from the Sales sub-menu.

5. From the CRM’s left navigation menu, scroll down to Sales. Click Order Products.

6. Find the order product that you want to take action on by using the quick search bar or filter function.

7. Once located, tick the checkbox that corresponds to the order product.

8. The option to mark it as Ready to Invoice will be available on the command tool bar.