How to Update the Status of an Invoice in CRM

Overview:

This article provides a step-by-step process on how to update the status of an 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. Use the Filter by option or the Quick Find search bar to locate the invoice you want to update.
9. Click on the Invoice Name to view its details.
10. At the command bar, click the ellipsis icon and you may choose from the following status:
    • Invoice Paid – Mark the invoice as fully or partially paid.
    • Cancel Invoice – Cancel the invoice. 
    • Recalculate – Recalculate the total amount of the invoice.
11. When selecting Invoice Paid or Cancel Invoice to update the Status Reason, a confirmation pop-up will appear.
    • Invoice Paid – Select either Complete or Partial.
    • Cancel Invoice – The status will be set to Canceled

Note: If you select Recalculate, the update will automatically be set without requiring confirmation.

12. After choosing the appropriate status reason, click OK. The Invoice Status Reason will then be updated accordingly.