How to Find My Credit Memo in Xvantage™

Overview:

This document outlines the steps to find your Credit Memo in Xvantage.

Process:

1. Log in to Xvantage.

2. From the left navigation menu, select My business and then Invoices.

3. Go to the search bar, and search specific invoices by:

   1. Document #

   2. Reseller PO #

   3. End Customer #

   4. Creation Date

   5. Due date

   6. IM Order #

   7. Serial #

4. To view all your credit memo’s, select the Filter option at the right side of the screen.

5. From the Document Type list, select Credit Memo and then click Apply.

6. This displays all the Credit Memos, and you can choose a desired one.

7. Select the Download button for any Credit Memo. You have the option of download or request pdf to a designated email address.