How to View and Download Closed Invoices in Xvantage for Associates

Overview:

This article provides step-by-step instructions on how to view and download closed invoices in 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 from the sub-menu.

5. Click All Filters/ Filter and choose the following:

   • Document Type – Invoice

   • Document Status – Closed

6. Click Show Results/ Apply. The results will display all closed invoices.

7. Use the applicable search method below to view the closed 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. Click Download on the right side above the filter button, then select Invoices.

9. The download will automatically start and will be saved in your Downloads folder.