How to View Invoices in CRM

Overview:

This article provides the step-by-step process on how to view invoices 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 be displayed by default.
7. Click on My Invoices to access and switch between different list views.
8. Once you are in the desired list view, click on the Invoice Name to view detailed information, including the Invoice ID, Currency, Price List, Sales Information, Description, Products, Detail Amount, Pre-Freight Amount, Total Tax, and Total Amount.