Create new gift worktags. This procedure applies to University units receiving Gift funds.
Resources
The University recognizes that the ability to accept credit card payments is necessary for modern e-commerce.
Customer Accounts (Accounts Receivable) assists University departments and units that extend credit to external customers when billing for the sale of goods and services. Accounts Receivable ensures compliance with University and Commonwealth of Virginia receivables management and reporting requirements, and with federal and state laws including the Fair Credit Billing Act, by providing centralized invoicing, processing and application of payments, and management of collection efforts for unpaid invoices billed through the University's Integrated System.
When a supplier needs UVA's IRS W-9 information. Request for Taxpayer Identification Numbers
My Customer is Requesting the University's W-9 Form, where can I obtain one? When a supplier needs UVA's IRS W-9 Information
2023_W9_UVA.pdf80.22 KB
When billing someone outside the University for goods or services provided by the University, a customer invoice needs to be created. The first step is to Create a Customer. Once the Customer is active in Workday, an invoice can be created. This QRG will walk you through how to create multiple customer invoices using the bulk upload process.
Technically – no. But there is a way around it.
Customer Accounts Credit and Rebill (Video Demonstration)
Customer Accounts Add Customer Contact and Manage Document Delivery (Video Demonstration)
Print and Email Customer Statement (Video Demonstration)
Customer Accounts Print and Email Customer Invoice (Video Demonstration)
Customer Accounts Print and Email Consolidated Customer Invoice Statement (Video Demonstration)
Customer Accounts Edit Customer and Change Customer Summary (Video Demonstration)
Customer Accounts Customer Portal (Video Demonstration)
Customer Accounts Customer Invoice Adjustment (Video Demonstration)
This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the process of Creating a Billing Schedule for Customer Contract in Workday. By the end of this QRG, you will be able to create a billing schedule to manage the billing installments established in the customer contract.
University of Virginia's Standard Service Terms and Conditions for when UVA is the service provider.
UVA_STC.pdf72.19 KB