Project invoice

Project invoice configuration options

Navigate to Cepheo® > Business Documents > Setup > Document setup in the Modules menu. This setup extends the generic options and provides additional setup only enhancing the Project invoice detailed design.

Invoice line

  • Posting date is now available within the Cepheo Business Documents and can be enabled.
  • Category description will shown the description when enabled or the category code when off.
  • Project activity appears as a separate line and shows the activity number and purpose description.
  • Project resource appears as a separate row and display the worker name.
  • Display tax amount shows the tax on each row.
  • Display tax percent shows the tax percentage on each row.
  • Sales manager will display the name of the sales manager of the project.
  • Project manager will display the name of the project manager.
  • Item number will display the sales item number.

Invoice header

  • Customer requisition will display the Purchase order number registered on the linked sales order
  • Delivery address has 2 options, display the delivery address used when registering the project proposal or the customer delivery address on the customer card.
  • Delivery terms uses the terms from the customer card.
  • Employee responsible is a new field added to the project contract, this employee is then display on the Project invoices.

Marine extension

This option is enabled by a new feature called Cepheo Business Documents shipping extension. After enabling this feature you have new fields to add content to the project contract. These are text fields and once enabled in the document setup above will appear on the invoice.

Display the total tax percent for the totals row.

Document signature will display a default signature image on the project invoice, this is positioned under the Advanced notes and Form notes which are standard document text features. Design your signature image to 40mm x 16mm and use the change button to import it.

How did we do?

Purchase order

Quotation

Contact