Customer standard invoice 

This file supports printing an invoice/quote/order from Excel. 

Prerequisite 

1. Logicim XLGL version 5.0 or higher 
2. Microsoft Excel 2016 or higher 
3. Sage 50 Canadian Edition (2014 and above)    

What the Report does  

The Customer standard invoice enables you to generate an invoice/quote/order for customers. 

How to use the Report  

1. Choose a Transaction Type on B8, then a Customer on B11 on the Instructions worksheet.   
2.   
3. Click the Refresh button on the Logicim XLGL ribbon. 
4.  
5. Choose the Invoice Number/Order Number/Quote Number on B14. 
6. 
7. Click the Go to Form… button on the Instructions worksheet. 
8. 

Common use cases  

This Report is useful when you want to drill-down on customer invoices. It provides a detailed view of the invoice/quote/order per customer (tax amounts, tax types, line items, customer name, etc.).  

Troubleshooting  

1. Issue A: No values appear on the worksheet. 
2. Solution A.1: Ensure the Start of Period date doesn’t surpass the End of Period date.  
3. Solution A.2: Ensure your account has the necessary permissions to access the Accounts & General ledger. 

1. Issue B: Values on the Form worksheet are wrong. 
2. Solution B: Click the Refresh button on the Logicim XLGL ribbon. 

FAQs  

1. Q: Is there a way to customize the form myself? 
2. A: Due to the complexity and logic of the Report, it is better that an expert does this by requesting a Custom Report. 

Best practices 

Connect with the right company before loading this Report. Ensure that the Refresh after opening checkbox is checked for accurate company and save you from steps such as clicking the Refresh button on the Logicim XLGL ribbon. 

Another best practice is to select an Invoice Number/Order Number/Quote Number by clicking the drop-down button on cell B14 on the Instructions worksheet.