Steps: Print and Email Customer Invoices

Enable email notifications and attachments at the tenant level.

On the customer profile, configure primary mailing address and email addresses for the recipients. See Steps: Set Up Customer Addresses and Contacts.

Configure document delivery options for the customer.

See Reference: Email Recipients for Document Delivery.

Configure the Customer Invoice Email Event
business process and security policy in the Customer Accounts functional area.

Workday enables you to print customer invoices as PDF files and then email them to the customers or use standard mail for paper invoices. You can also create a schedule to automate the print and email process as a recurring job. Workday only prints invoices that are part of a given customer security segment. When you email customer invoices, Workday uses the settings in the

Custom Business Process Notification

category in the Business Process Notification type on the

Edit Tenant Setup - Notifications

task. See Reference: Edit Tenant Setup - Notifications.

(Optional) Create a custom form for the print layout with customized printing report, company logo, or messages before printing the customer invoice document.

See Steps: Create Custom Invoice Print Layouts.

Access the

Edit Customer Invoice Layout Rule

task.

Specify the printed filename options, and create rules to map the business form layouts to invoice types for the desired company.

To exclude the automatic prefix in the printed filename, select the

Remove Adjustment Prefix

check box.

Security:

Set Up: Customer Accounts
domain in the Customer Accounts functional area.

Set Up: Sponsor Accounts
domain in the Grants Management functional area.

Access the

Print Customer Invoices

task.

You can only view the 20,000 most recent invoices, but you can filter the list on company, status, and other criteria.

Select the

Group Invoices

check box to group invoices into a single PDF file. Workday only includes invoices with a regular mail delivery method or with an undefined delivery type.

Select the

Include Attachments for Grouped Invoices

check box to include invoice attachments in the single grouped PDF file. Workday only includes invoices defined for standard delivery. When the grouped invoice PDF file exceeds the 500 MB limit, Workday splits it into multiple PDF files. When a single customer invoice includes attachments exceeding the 500 MB limit, Workday doesn't include that invoice in the printed PDF.

Select the invoices that you want to print in the

Customer Invoices Eligible for Email

tab. After Workday generates the PDF files, click

Email Customer Invoice

to send selected invoices to customers. You can print or email up to 10,000 customer invoices at a time.

Security: Reports: Customer Documents
domain in the Customer Accounts functional area

(Optional) Schedule Print Customer Invoices.

(Optional) Print and Email Customer Invoices Automatically.

Workday prints the invoices and emails them to the selected customers.

View the print details on these reports:

Find Customer Invoice Print Runs

Customer Invoice Printing Report