How to Search for an Invoice in CRM

Overview:

This article provides the step-by-step process on how to search for a specific 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 CRM, navigate to Invoices under the Collateral section in the sidebar menu.
6. The My Invoices list view will load by default.
7. Click on My Invoices to switch between different list views as needed. You may choose All Invoices as your view to display all invoices. 
8. To filter results, click the Name or Customer column and select Filter by from the dropdown. 
9. Change the condition from Equals to Contains. 
10. Enter the Invoice Name (if you filter by Name) or Company Name (if you filter by Customer), then click Apply.
11. Alternatively, you may also use the Quick Find bar beside Edit Filters to search for the Invoice Name and hit Enter. Matching results will be displayed.