How to Find and Download Invoices and Credit Notes in Xvantage™

Overview:

This document includes steps on how to find and download existing (past or active) invoices and credit notes in Xvantage.

Process:

Subtopic 1: All Invoices

1. Log in to Xvantage. 

2. From My Business tab, click on Invoices. 

3. Go to the right section of the page and click on the drop down menu button Download.

4. Based on your requirement, click on any of the choices found from the drop down menu:

   1. Invoices

   2. Upcoming Invoices

   3. Upcoming Subscription Invoices

5. Alternatively, select the All Invoices tab.

6. Use the Filter found at the far right corner of the page, and specify your selection:

   1. Purchase Type

   2. Document Type

   3. Document Status

7. Click Apply.

8. When looking for a specific invoice : Use the drop down menu near the search bar and choose from the following options and indicate the details in the search bar provided:

   1. Document #

   2. Reseller PO #

   3. End Customer PO #

   4. Creation Date

   5. Due Date

   6. IM Order #

   7. Serial #

   Note: Invoices related to Subscriptions are shown with the cloud symbol.

9. Once the invoice or credit note is found, click on the hyperlinked document number. 

10. Select Download on the right section of the page to download in PDF format.

11. For downloading a list of invoices : Go to the All Invoices overview page. Make the relevant search and/or filter selection and select Download on the top right of the page. This will provide you with an Excel file. 

12. Click on View Credit on the top right corner to switch to Customer Credit Limit page.

Subtopic 2: Upcoming Invoices

1. If you wish to view invoices which have not yet been generated, select Upcoming Invoices.

   Note: This function is for Subscription invoices only.

2. For all upcoming Invoices overview: Use the Filter option to specify your selection by document status – (e.g Provisioning, Provisioned)

3. Search for a specific invoice: Select search criteria from the dropdown menu (e.g Reseller PO#, IM Order#, etc)

4. The Download button will download your selection in Excel format. 

5. Click on View Credit on the top right corner to switch to Customer Credit Limit page.