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, find sub-tab Invoices. 

3. Select All Invoices menu from the top left corner below the Invoices header.

4. All Invoices overview – use Filter on the top right corner of the table to specify your selection – (e.g Purchase Type, Document Type or Document Status).

5. Search for specific Invoice - Select search criteria from the dropdown menu (e.g Reseller PO#, IM Order#, Serial#, etc). Please note: Invoices related to Subscriptions are shown with the cloud symbol.

6. Once invoice or credit note is found, open the entry by clicking on the hyperlinked document number. 

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

8. If you wish to download a list of invoices, in 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. 

9. 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. Please note: This function is for Subscription invoices only.

2. All Upcoming Invoices overview – use Filter on the top right corner of the table to specify your selection by document status – (e.g Provisioning, Provisioned)

3. Search for 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.