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Documentation
Documentation
Administrator Guide
Last Updated: 2025-07-11
Concept: Customer Document Delivery

Concept: Customer Document Delivery

Workday enables you to print and deliver documents to your customers when you configure document delivery methods, types, and recipients.

Delivery Methods and Types

Workday supports these document delivery methods for you to select when you create delivery types on the
Maintain Document Delivery Types
 task:
  • Email
  • Integration
  • Mail
Workday automatically associates the delivery method of
Mail
 and
Email
 to delivery types of
Mail
 and
Email
 respectively. You can’t change or deactivate these default settings. The
Integration
 delivery method is available only for customer invoices.

Document Types

Accounts receivable specialists and collectors can configure ad hoc or scheduled delivery for these types of documents on the customer profile:
  • Collection Letter
  • Customer Invoice
  • Customer Statement
  • Dunning Letter
You can select to deliver these documents by mail or email as applicable. You can also associate customer invoices with external integration systems.
The
Customer Invoice
 document type includes customer invoice adjustments and consolidated customer invoices.

Primary Contact

When you add customer contact information on the
Addresses and Contacts
Contact Information
 profile group on the customer profile, you can set a primary contact by selecting the
Primary
 check box. You can only have 1 primary contact.
When you select a primary email address for a customer, Workday automatically delivers all customer documents to the primary email address unless you either:
  • Select other email recipients for a specific document on the
    Document Delivery
     profile group.
  • Omit a specific document on the
    Use For
     prompt when you edit customer email contact information, while manually adding other types of documents on this prompt.

Email Recipients

Workday emails customer documents to customer contacts based on the option you select on the
Email Recipients
 prompt on the
Addresses and Contacts
Document Delivery
 profile group of the customer profile.
To email customer documents to multiple recipients, you must set up customer contacts on the
Customer Contacts
 profile group.
You can select these email recipient types for all types of documents:
  • All Customer Contact Emails
  • All Parent Customer Contact Emails
  • All Remit-from Customer Contact Emails
  • Customer Primary Email
  • Parent Customer Primary Email
  • Remit-from Customer Primary Email
You can select these email recipient types for specific customer documents:
Option
Description
  • Bill-To Contact Emails on Invoice
  • Invoice Contact Emails
Select for customer invoices.
  • Bill-To Contact Emails on Invoice
  • Collection Letter Contact Emails
Select for collection letters.
Statement Contact Emails
Select for customer statements.
Dunning Letter Contact Emails
Select for dunning letters.