How to View Invoices Related to an Account in CRM

Overview:

This article guides users how to view Invoices related to the Account in Xvantage for Associates CRM.

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 CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Ensure that All Accounts – Customer Lookup 1 is selected as your view.

7. Use the Filter By option or the Quick Find icon to locate the specific account.

8. Once you locate the specific account, double-click it to open the account details. 

9. Click the ellipsis icon (⋯).

10. Click Invoices from the options.

11. The invoices related to the account will be displayed.