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Administrator Guide
Last Updated: 2025-03-14
Steps: Create Customer Statement Print Layout

Steps: Create Customer Statement Print Layout

  • Upload the business form layout for customer statements.
  • Security: These domains in the Customer Accounts functional area:
    • Set Up: Customer Accounts
      .
    • Reports: Customer
       to use the delivered
      Customer Statement
       business form layout.
You can create layouts for a company to use when printing and emailing customer statements. You can:
  • Create a custom layout for your report design to meet your business needs. You can have more than 1 layout for your company.
  • Customize the Workday delivered standard statement layout with your company logo and financial messages.
  • Specify a statement type, aging group, and remittance option for the company.
  1. Access the
    Create Customer Statement Print Layout
     task. Complete the task:
    Option Description
    Statement Type
    Select:
    • Balance Forward
       to include a consolidated balance on the customer statement. This balance carries over to each subsequent billing period.
    • Open Item
       to include individual customer invoices on the statement that aren't yet paid in full.
    Business Form Layout
    Select:
    • Workday-delivered customer statement layout.
    • A custom layout if you require more flexibility than the delivered print layout.
    From the
    All
     prompt filter, you can select custom business forms that use:
    • Document Layout
    • Report Design
    Workday only displays active business forms on this prompt.
    Include Company Logo
    Select to display your company logo on the standard business form layout.
    Aging Group
    Specify the number of days for each aging group. Workday aggregates the invoice amounts by the aging group in your output file.
    Customer Statement Remittance Option
    Select:
    • Credit Card
    • Standard
    Financial Message
    Enter a message to display on each sponsor statement that you generate with this layout. You can include up to 3 financial messages per company.
    Security: These domains in the Customer Accounts functional area:
    • Set Up: Customer Accounts
      .
    • Reports: Customer
       to use the delivered
      Customer Statement
       business form layout.
  2. (Optional) To create a copy of the standard delivered print report for adding fields, access the
    Copy Standard Report to Custom Report
     task.
    1. Select the
      Customer Statement to Print - Report Design
       report from the
      Standard Report Name
       prompt and rename the report.
      Workday automatically sets
      Data Source
       to
      Customers for Customer Statement Printing Run
      .
    2. Create Custom Reports.
      Customize the report fields.
      Workday automatically adds the
      Print Run
       prompt. If you add other prompts or filters, the report might not provide the desired results.
    Security:
    Custom/Standard Report Copy
     domain in the Tenant Non-Configurable functional area.
Workday uses this print layout when you generate the statement PDF.
  • Configure delivery method to email or regular mail.
  • Print and email customer statements. Workday routes the customer statements to the
    Customer Invoice Email Event
     business process for review and approval before you email them.