How to Review and Manage Invoices in Xvantage™

Overview:

You can track, review, and manage all your invoices directly from your Xvantage account. The Invoice section provides a consolidated view of invoices related to both Technology Solutions and Cloud Solutions, along with tools to search, filter, and download records easily.

Process:

Subtopic 1: Where can I find and manage my invoices in Xvantage?

1. Log in to Xvantage.

2. Go to My Business in the left navigation menu and select Invoices.

3. Default view will go directly to the All Invoices tab, and next to it is Upcoming Invoices.

4. To view and download an invoice, the user is given three options:

   1. From the dashboard, select the relevant entry and click the Download icon.

   2. Go to the upper right corner of the Download drop down menu. From here, choose whether you want the system to download invoices or upcoming invoices.

   3. From the dashboard, choose filter, tick the Invoice box then click on apply. From the results, choose an invoice and click on the download button from the action column.

Subtopic 2: How can I search and filter specific invoices?

1. From the dashboard, type relevant records/numbers in the search field.

2. If you do not have an invoice number or relevant number in mind, use the search fields to filter - Document #, Reseller PO#, End Customer PO #, Creation Date, Due Date, IM Order # and Serial #.

3. For further refinement, apply filters such as the following - Purchase type: TS, Subscriptions/Cloud Solutions, Document Type: Invoice, Credit Memo, Debit Memo, Document Status: Open, Closed, Partially Paid, Overdue, Invoice Status or Invoice Type.

4. Click Apply to view the filtered results.