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Administrator Guide
Last Updated: 2024-09-06
Steps: Set Up Customer Statements

Steps: Set Up Customer Statements

You can print customer statements for regular mail delivery, or email them as PDF attachments to customers. To do so, first configure the document delivery method, delivery type, and define the print layout.
Workday also enables you to:
  • Set up delivery options and recipients.
  • Configure statement types to filter statements based on balance and activity.
  • Schedule the print job.
  1. Access the
    Edit Tenant Setup - Notifications
     task and enable automatic email notifications.
    In the
    Notification Delivery Settings
     section, select
    Email
     for the
    Custom Business Process Notifications
     row of the Business Processes parent notification type.
    Security:
    Set Up: Tenant Setup - BP and Notifications
     domain in the System functional area.
  2. Configure the
    Customer Statement Event
     business process and security policy in the Customer Accounts functional area. Make sure to include the custom notification on the business process definition.
  3. Configure the recipient primary mailing address, email addresses of the customer contact, bill-to contacts, and document delivery options for the customer statement.
  6. (Optional) Access the
    Schedule Print Customer Statements
     task to schedule the printing of customer statements automatically.
You can print customer statements for regular mail or email delivery. When you email the customer statement, Workday first routes the statement to the
Customer Invoice Email Event
 business process for review and approval.
To view the print and email request status, access the
Find Customer Statement Print Runs
 report.