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Administrator Guide
Last Updated: 2024-03-08
Print and Email Customer Invoices Automatically

Print and Email Customer Invoices Automatically

  • Configure the
    Customer Invoice Email Event
     business process and security policy in the Customer Accounts functional area.
  • Configure business process security permissions to approvers.
  • Grant the integration permissions for the
    Access Customer (segmented)
     domain. See Edit Domain Security Policies.
Workday enables you to print and email customer invoices automatically using the
Customer Invoice Event
 business process. This business process inherits the security of the initiator, enabling automation of print and email processes. Example: When an AR Specialist creates the invoice and sends it for approval to a Project Manager or a Cost Center Manager, the business process uses the security of the AR Specialist to launch the print and email services.
  1. Access the
    Customer Invoice Event
     business process.
  2. Complete the
    Business Process Steps
     grid:
    • To automatically print invoices, set
      Type
       to
      Service
      , and
      Specify
       to
      Print Customer Invoice Service
      .
      • If you want to automatically print only the approved invoices, add this
        Service
         step after the
        Approval
         step and set the
        Approval
         step as
        Final
        .
      • When you have another step instead of the
        Approval
         step, set it as
        Completion
        .
    • To automatically email invoices, ensure you configure automatic printing and add another business process step with the
      Type
       field set to
      Service
       and the
      Specify
       field set to
      Email Customer Invoice service
      .