Business Documents configuration

General for all documents

General configuration options. Navigate to Cepheo® > Business Documents > Setup > Document setup in the Modules menu. The options below are generic and apply to all Cepheo Business Documents and allo…

Graham Davies
Updated by Graham Davies

Sales order configuration

Sales order configuration. Navigate to Cepheo® > Business Documents > Setup > Document setup in the Modules menu. This setup extends the generic options and provides additional setup only enhancing t…

Graham Davies
Updated by Graham Davies

Sales invoice

Sales and Free text invoice configuration options. Navigate to Cepheo® > Business Documents > Setup > Document setup in the Modules menu. This setup extends the generic options and provides additiona…

Graham Davies
Updated by Graham Davies

Sales packing slip

Sales packing slip configuration options. Navigate to Cepheo® > Business Documents > Setup > Document setup in the Modules menu. This setup extends the generic options and provides additional setup o…

Graham Davies
Updated by Graham Davies

Purchase order

Purchase order 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…

Graham Davies
Updated by Graham Davies

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…

Graham Davies
Updated by Graham Davies

Quotation

Quotation 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 enhan…

Graham Davies
Updated by Graham Davies

Interest note

Interest note 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 e…

Graham Davies
Updated by Graham Davies

Work report

Work report configuration setup. Navigate to Cepheo® > Business Documents > Setup > Document setup in the Modules menu. This setup extends the generic options and provides additional setup only enhan…

Graham Davies
Updated by Graham Davies

Dynamic payment information

Form bank setup. Navigate to Cepheo® > Business Documents > Setup > Form bank setup in the Modules menu. The setup below is available on project invoices, free text invoices, sales invoices, collecti…

Graham Davies
Updated by Graham Davies

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