Logicim's ready-to-use Sage 50 CA Customer Invoice Log.

Introduction

The Customer Invoice Log Report shows customer invoices for a selected period so you can review dates, customers, sales people, item lines, and invoice amounts in one Excel Report.

Prerequisites

1. Sage 50 Canadian edition
2. View other prerequisites in the Requirement section here

What the Report does

The Instructions worksheet uses the Start of period input in C8 and the End of period input in C9. The Report worksheet shows Customer, Invoice, Month, Date, Item, Sales Person, Amount, Tax Amount, and Invoice Amount columns with customer totals. The Chart worksheet provides a customer filter and Customer Invoice Log Summary.

How to use the Report

1) Enter the Start of period in Instructions!C8 and the End of period in Instructions!C9.

2) Select Refresh on the XLGL menu.

3) Select Go to Report... to review invoice rows and customer totals on the Report worksheet.

4) Use the header filter arrows to focus the visible invoice fields.

5) Select Go to Chart... and use the customer filter on the Chart worksheet.

Customization options

Change the reporting period with Instructions!C8 and Instructions!C9. Use the Excel header filters on Report and the customer filter on Chart.

Common use cases

1. Review invoices by customer, invoice, month, or date.
2. Compare Amount, Tax Amount, and Invoice Amount by customer or sales person.
3. Use customer totals and the chart summary to identify higher invoice activity.

Troubleshooting

Issue: The Report does not show the expected date range.
Solution: Check Instructions!C8 and Instructions!C9, then select Refresh.

FAQs

Q: Which dates control the Report?
A: The Start of period and End of period inputs in Instructions!C8:C9 control the date range on Report and Chart.

Best practices

1. Confirm both date inputs before refreshing.
2. Review active filters when an invoice or customer is missing.
3. Refresh before comparing the Report and Chart summaries.

References

Request a Custom Report