Logicim's Ready-to-Use Sage 50 CA Customer Invoice Log - Cust

Introduction

Customer Invoice Log - Cust shows customer invoices for a selected month so you can review invoice numbers, customers, salespeople, dates, invoice totals, and the grand total in one Excel Report.

Prerequisites

View Requirements here

What the Report does

Customer Invoice Log - Cust uses the Invoice Log worksheet to show a monthly customer invoice list. The visible output includes the Month selector in Invoice Log!C5, invoice numbers, customer names, salespeople, dates, invoice totals, and Grand Total. The workbook also contains a hidden Sales worksheet with source fields such as Invoice, Date, Customer, Amount, Salesperson, and Month.

How to use the Report

Step 1: Select the month/date value in the cell Invoice Log!C5 under the Month label on the Invoice Log worksheet.

Step 2: Click Refresh on the Logicim XLGL ribbon to update the Report for the selected value.

Step 3: Review the Invoice Log worksheet for invoice number, customer, salesperson, date, total, and Grand Total.

Step 4: Use Go to Report... on the Instructions worksheet to return to the Invoice Log output when needed.

Step 5: Use the customization link on the Instructions worksheet if the standard workbook layout does not match the information you need.

Customization options

You can change the Month value in Invoice Log!C5 and use the customization link on the Instructions worksheet. Use normal Excel formatting changes for presentation only. Do not change formulas or hidden XLGL support worksheets unless Logicim customizes the Report for you.

Common use cases

Review customer invoice activity for a selected month.
Check invoice totals by customer, salesperson, and date in one worksheet.
Confirm the Grand Total for the visible invoice log before sharing or reconciling the month.

Troubleshooting

Issue: The Report shows a month different from the period you need.
Solution: Select the required value in Invoice Log!C5 under Month, then click Refresh on the Logicim XLGL ribbon.

Issue: The invoice list does not update after changing the Month value.
Solution: Follow the Instructions worksheet and click Refresh on the Logicim XLGL ribbon.

Issue: The standard columns do not include the invoice detail you need.
Solution: Use the customization link on the Instructions worksheet to request a custom layout.

FAQs

Q: Which worksheet contains the customer invoice output?
A: The output is on the Invoice Log worksheet.

Q: Which cell controls the invoice-log period?
A: Use Invoice Log!C5 under the Month label.

Q: What fields are visible in the Report output?
A: The visible output includes invoice number, customer, salesperson, date, total, and Grand Total.

Best practices

Confirm the selected Month value in Invoice Log!C5 before reviewing totals.
Click Refresh after changing the Month value so the invoice log matches the selected period.
Review the Grand Total with the visible invoice rows before using the result outside Excel.
Keep hidden XLGL support worksheets unchanged.