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Administrator Guide
Last Updated: 2023-06-23
Create Billing Schedule Templates for Customer Contracts

Create Billing Schedule Templates for Customer Contracts

Security:
Set Up: Customer Contracts - Templates and Types
 domain in the Customer Contracts and Project Billing functional areas.
You can create templates for installment or transaction billing schedules to streamline the billing schedule creation process for customer contracts. You can associate a customer contract with a billing schedule template, enabling you to create billing schedules directly from the customer contract. Workday populates the billing schedule with the information that you specify on the billing schedule template.
  1. Access the
    Create Billing Schedule Template for Customer Contract
     task.
  2. As you complete the task, consider:
    Option Description
    Billing Type
    Select:
    • Installment
       to associate this template with installment contract line types.
    • Transaction
       to associate this template with usage-based or time and expense contract line types.
    Milestone
    Specify milestones for the entire billing schedule. Milestones must be complete for the billing process to occur on any installments.
    Billing Method
    Select:
    • Custom
       to create custom installment amounts.
    • Defined Installment
       to define the first and last installment amounts. Workday divides the remaining amount among the other installments.
    • Spread Even
       to spread the amounts evenly across installments.
    Group All Related Contract Lines
    Select to group all contract lines with the same billing type on the same billing schedule.
    Separate Billing Schedule
    Select to generate a different billing schedule for each contract line, though contract lines with the same date remain on the same billing schedule.
    Include Attachments on Invoice
    Displays when you select
    Transaction
     as the
    Billing Type
    .
    Include expense report or supplier invoice attachments on customer invoices created from the billing schedule.
You can select the template on the
Billing
 tab when you create or edit a customer contract.
Create a customer contract.