How to Search for an Invoice in Xvantage for Associates

Overview:

This article explains how to search for an invoice in Xvantage for Associates.

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.

5. Use the available category drop-down to choose your preferred search criteria.

6. Enter the information in the search field, then press Enter.

7. Use the applicable search method below to view the invoices of a specific reseller:

   • 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.

8. The system will display the matching invoice results.