Invoice with Taxes 

This file enables you to print out an invoice 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 Invoice with taxes report is a file that you can use to generate an invoice with taxes easily and costs less time than doing it on Sage50. There is also a worksheet available to preview the printed invoice. 

How to use the Report  

1. Choose a Transaction Type on B8 then a Customer on B11.   

1. Once done, click the Refresh button on the XLGL ribbon. 

1.  Next, choose the Invoice Number/Order Number/Quote Number on B14. 

1.  Click the Go to Form… button on the Instructions worksheet. 

Common use cases  

This Report is useful when you want to drill-down on vendor invoices or quotes. You can see a detailed view of the invoice or quotes per vendor including the tax that was incurred for the invoice. A ready-to-print form is also available in the Report. 

Troubleshooting  

1. Issue A: No values appear on the worksheet. 
2. Solution A.1: Ensure that the Start of Period date doesn’t surpass the End of Period date.  
3. Solution A.2: Ensure that 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 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 advised that an expert does this by requesting a Custom Report. 

Best practices 

Connect to the right company before loading this Report. Ensure that the Refresh after opening checkbox is checked. This will make the Report accurate company-wise and will save you some steps like clicking the Refresh button on the XLGL ribbon. 

Click the drop-down menu in cell B14 on the Instructions worksheet to select an Invoice Number/Order Number/Quote Number.