Resources
The University recognizes that the ability to accept credit card payments is necessary for modern e-commerce.
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.