How to Search the Invoices for a Specific Reseller in Xvantage for Associates

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.

5. 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.

6. The results will display the invoices, credit memo, and debit memo of the reseller.

7. To display only the invoices, click All Filters/ Filter.

8. Select Invoice in the Document Type and click Show Results/ Apply.

9. The results will only display the Invoices specific for the reseller.