Steps: Pay Invoices Through Customer Portal

Create and host a web application to integrate the customer portal with an external payment provider.

Set up the security configuration for the web application.

To integrate Workday with the web application, define the web application URL by accessing the

Create External URL

task.

Workday enables your customers to pay their invoices directly using a credit card, providing you convenience and time savings.

To use this functionality, set up:

Payment type for customer portal transactions and enable it for your tenant.

Bank account.

Payment provider and merchant account to process the credit card payments.

Invoices eligibility rules.

Pay Customer Invoices worklet on the customer portal.

When your end customers sign in to the customer portal, they can:

Access the

Pay Customer Invoices

task and search for invoices by various criteria including invoice date, due date, total invoice amount for a given company and currency.

Select the invoices to pay based on the credit limit of the credit card for a given session. However, you can't change the amount to pay for a specific invoice.

If the credit card payment is successful, Workday displays a confirmation page for your customers. Workday also records the customer payment automatically and you can:

Apply the payment manually or use the auto apply functionality.

Enter a discount amount when you apply the payment manually.

Create a deposit.

Steps: Set Up Payment Type.

Add Payment Service Provider.

Create Merchant Account for Payment Service Provider.

Create Invoice Eligibility Rules for Customer Portal Payments.

Access the Maintain Dashboards
task.

Select

Home

My Invoices and Payments

dashboard. Click

Edit

to add the

Pay Customer Invoices

worklet to the dashboard for your customer contacts.

Security: Set Up: Tenant Setup - Worklets
domain in the System functional area.

Click

on the

Content

tab to add the

Pay Customer Invoices

worklet as a task option on the

My Invoices and Payments

dashboard.

When your customers access the

Pay Customer Invoices

worklet in the customer portal, they can:

View the invoices eligible for credit card payment.

Search for invoices by using the

Invoice Search Filters

Workday returns the oldest 500 approved and open invoices.

The invoices that your customers select must match the minimum and maximum limits set by the payment provider.

For each portal payment session, your customers must select invoices that are in the same currency.

The credit card payment is in the same currency as the invoice currency.

You can access the

Find Customer Portal Payment Sessions

report to view:

Payment session details.

Customer payment information along with the associated invoice.

Edit Domain Security Policies