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.
Resources
This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist and Customer Contract Specialist through the process of requesting the creation of a customer portal account for their customers in Workday. By the end of this QRG, you will be able to submit a request for setting up a customer portal account. Once the request is submitted, the Customer Administrators will complete the request. Once the portal account has been set up, the customer will receive an email, and you will receive a notification.
Retail Sales and Use Tax Instructions For University of Virginia Departments and Units Engaged in Taxable Sales
This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the process of amending a customer contract in Workday. You can amend details of existing customer contracts to update information such as the contract amount, the contract status, update worktags.
This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the Create Customer Contract task for an existing customer in Workday. Customer Contracts in Workday allow you to systematically manage contract terms and create invoices for approved contracts. Creating the contract is the first step. Next step - set up the billing schedule.
This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Customer Administrator through the process of changing a customer summary in Workday. You may need to change the customer’s name or status. A customer may request a name change (merger, last name change, etc.). You may also need to change the customer’s status such as changing their status from Active to Hold for delinquent payment. This is NOT how to put an invoice in a Hold status.
This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist or Contract Billing Specialist through printing Customer Statements in Workday. Occasionally, a customer will ask to see everything on their account. The Customer Statement provides a full snapshot of the Customer’s activity including invoices, invoice adjustments, and payment activity. By the end of this QRG, you will be able to successfully create a Customer Statement for printing and emailing.
This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist or a Customer Contract Specialist through the process of printing and/or emailing a Customer Invoice. The Accounts Receivable Specialist in Central Finance sends customer invoices created the day before to the customers each morning. There are times when a Customer Billing Specialist or a Customer Contract Specialist may want to send/email the customer invoice to the customer, or you need a copy of an invoice that has already been sent/emailed.
This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist and Contract Billing Specialists through the process of emailing a Consolidated Customer Invoice in Workday. Workday enables users to consolidate up to 1,000 individual invoices into 1 invoice. This helps simplify presentation and payment. You can use the Create Consolidated Customer Invoice task to create a Consolidated Customer Invoice. Once consolidated invoices are created, it can be emailed to Customers using the Email Consolidated Customer Invoice task.
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 Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Customer Administrator through the process of creating a customer in Workday
This procedure covers the preparation of a deposit of cash (checks, currency and coin) with the University's Cashier’s Office.
This procedure does not cover the preparation of a Bank Deposit by persons designated as having the authority to make deposits directly to a local branch of the University's bank.
Prep_CashierDeposits.pdf241.55 KB
These procedures apply to University departments, divisions or schools who extend credit for goods or services to students, faculty, staff and other customers, or that handle collections of accounts receivable including student receivables managed by Student Financial Services (SFS).
These procedures do not cover accounts receivable managed by the Office of Sponsored Programs (OSP) or gift pledge receivables which are managed through University Advancement.
Credit-Collection_Procs.pdf379.89 KB
The slides for this course provide information on how to add and edit Customer Contacts, and change Customer Summary, recognize when to use a customer invoice adjustment and when to credit and rebill an invoice. Users will also gain understand how to create, print, email, and adjust a Customer Invoice and become familiar with the structure of and the reporting capabilities available for Customer Accounts.