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.
- (Optional) Set Up Mail Servers for Email Notifications.To display custom email address in the business process notifications, configure aCustomer SMTP.
- (Optional) Access theConsolidated Invoice Email Eventbusiness process definition.In theAttachmentssection, 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.