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Administrator Guide
Last Updated: 2025-07-11
Steps: Set Up Collection Letters

Steps: Set Up Collection Letters

To optimize invoice collection, create personalized collection letters using prebuilt Message Builder and notification templates. You can:
  • Configure the delivery type and method.
  • Set up customer profile for collection letters.
  • Configure Generative AI (GenAI) to help you draft the letters.
Workday doesn't support this functionality for sponsors.
  1. (Optional) Access the
    Edit Tenant Setup – Financials
     task.
    In the
    Customer Account Options
     section, select the
    Enable GenAI for Collection Letters
     check box.
    Security:
    Set Up: Tenant Setup - Financials
     in the System functional area.
  2. On the
    Maintain Document Delivery Types
     task, add a new delivery type row and select these options:
    Option Description
    Delivery Method
    Email
    Document Types
    Collection Letter
  3. On the customer profile, access the
    Addresses and Contacts
    profile group.
    • On the
      Document Delivery
      tab, click
      Edit
       and select the delivery type of
      Email
       for the
      Collection Letter
       row.
    • (Optional) To send collection letters to specific collection letter contact emails, set up customer bill-to contacts on the
      Customer Contacts
       tab.
    Security: These domains in the Customer Accounts functional area:
    • Set Up: Customer Accounts
      .
    • Set Up: Customer Maintenance
      .
  4. (Optional) Access the
    Configure Profile Group
     task.
    To view past collection letters from the customer profile, configure these options on the
    Invoices and Payments for Customer Composite View Profile
     profile group:
    Option Description
    Display in Profile
    Select the check box.
    Report
    Collection Letters
    Security:
    Set Up: System
     in the System functional area.
You can now email collection letters to customers.
Access the
Email Collection Letter
 task from the related actions menu on the customer profile.