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Administrator Guide
Last Updated: 2024-05-31
Steps: Configure Workflow Notifications to Email Customer Invoices and Attachments

Steps: Configure Workflow Notifications to Email Customer Invoices and Attachments

Workday enables you to configure workflow notifications for the customer invoice and consolidated invoice email event business process definitions, so that you can send your customers emails and attachments to suit your business needs.
  1. To display custom email address in the business process notifications, configure a
    Customer SMTP
    .
  2. (Optional) Access the
    Consolidated Invoice Email Event
    business process definition.
    In the
    Attachments
    section, select 1 of these options:
    • Attachments Linked to Customer Invoices
      : Workday emails attachments associated with the individual customer invoices as separate files in the email.
    • PDFs for Individual Customer Invoices
      : In addition to the consolidated invoice PDF file, Workday emails the individual customer invoices in 1 PDF as a separate file.
    • PDF for Printing Run Business Process Notifications
      : Sends the Workday invoice as a PDF file.