Concept: Customer Portal Dashboard
The Customer Portal gives your customer contacts access to the Workday-delivered
My Invoices and Payments
dashboard. The portal enables them
to retrieve information from their accounts in Workday, reducing the time you spend
addressing inquiries.From the Customer Portal, your customer contacts can:
- View and download PDFs for invoices and statements.
- View recent payments.
- Filter any delivered reports by currency, start date, or end date.
- Search and select customer invoices to pay through a credit card.
Considerations:
- To view the PDF file output, you must first print the invoices.
- To process payments in the customer portal through a credit card, you must:
- Create and host a web application.
- Create an external URL to establish a secure connection between the third-party payment service provider and Workday tenant.
- When the payment session is successful, Workday uploads a payment record back into the tenant. You can then apply the payment and create a manual deposit.
Workday also delivers the
Pay Customer Invoices
task to the Customer
Portal that enables your customers to pay their invoices directly through a credit card.
Your customers can select the invoices to pay based on the credit limit of the credit
card for a given session. However, they can't change the amount to pay to make partial
payment for a specific invoice.Workday delivers these reports to the Customer Portal:
- View Customer Statements
- View Open Invoices
- View Customer Invoices in Dispute
- View Customer Invoices in Collection
- View Recent Payments
The Customer Portal is a configurable workspace that contains visualization and
multidimensional reports. You can customize:
- Announcements.
- Menu
- Worklets