How to Search Invoices Using the Invoices Widget in Xvantage for Associates Home Page

Overview:

This document outlines the steps for tracking invoices using the Invoices Widget on the X4A Homepage.

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. You have to be on Persona Agnostic layout.

6. Click the Track Invoices button.

7. You will be redirected to the Invoices page.

8. From the Search drop-down menu, select how you would like to search for an invoice by choosing a reference type.

9. In the search bar next to the drop-down menu, enter the respective reference.

10. Press Enter on your keyboard. Results are displayed below the search bar.