Summary:
Xvantage Digital Assistant now provides resellers with self-service access to invoice information by enabling searches using multiple criteria and offering detailed invoice data retrieval. This functionality supports faster resolution of invoice-related inquiries without requiring support assistance.
Key benefits include reduced reliance on support teams for invoice questions, improved visibility into billing and financial information, and quicker access to invoice details through an intuitive search experience. These capabilities contribute to greater operational efficiency and a more streamlined billing process.
Table of Contents:
How can I search for invoices and view their details using Digital Assistant?
What invoice information can I view using the X4C Digital Assistant?
Can I view invoice information in my preferred language?
Can I access invoice information for accounts other than my own?
Question 1: How can I search for invoices and view their details using Digital Assistant?
Answer: You can use the Digital Assistant to search for invoices using natural language and a variety of search criteria, including:
Invoice status (Open, Closed, Due)
Invoice type (Credit Memo, Debit Memo)
Order number
Customer PO number
Serial number
Date range
You can also ask common invoice-related questions such as:
"What is the status of my invoice?"
"What is my balance due?"
"When is my next invoice due?"
"What is my total outstanding invoice amount?"
The assistant returns relevant invoice details, helping you quickly access billing information, track outstanding balances, and review invoice statuses without needing to contact support.
Question 2: What invoice information can I view using the X4C Digital Assistant?
Answer: The X4C Digital Assistant provides access to recent invoices, detailed invoice information, and available line-item details. You can view key invoice data such as invoice number, creation date, due date, status, type, total amount, and balance due.
It also includes payment information, payment terms, and line-item details such as SKU, product description, quantity, unit price, line total, and serial numbers (where available). Additionally, invoice statuses are presented with clear explanations, such as Paid, Due, or Overdue, to help you quickly understand the current status of an invoice.
Question 3: Can I view invoice information in my preferred language?
Answer: Yes. If your country and language are supported, you can ask invoice-related questions in your preferred language and receive responses in that language. Invoice information is displayed with localized text, labels, dates, and currency formats for a more familiar and consistent experience. System-generated details, such as invoice numbers and order numbers, are displayed exactly as recorded to ensure accuracy.
Question 4: Can I access invoice information for accounts other than my own?
Answer: No. The X4C Digital Assistant only provides invoice information associated with your authenticated account. To help protect customer data and maintain privacy, invoice details belonging to other customers, resellers, or organizations cannot be viewed or accessed.