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

Create Consolidated 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 billing templates to streamline the consolidated billing schedule creation process for customer contracts. Workday populates the billing schedule with the information you specify on the billing template.
You can apply different billing templates on contract headers and contract lines, enabling you to create consolidated billing schedules that group by combinations of:
  • Billing Template
  • Billing To Date
  • Billing From Date
Workday groups transaction-based contract lines without Billing To Dates and Billing From Dates with installment-based contract lines with the earliest Billing From Date.
  1. Access the
    Create Billing Template for Customer Contract
     task.
  2. As you complete the task, consider:
    Option Description
    Schedule Type
    Select the consolidated billing schedule type. You can't create billing templates for installment or transaction billing schedules.
    Billing Method
    Select:
    • Custom
       to create custom installment amounts.
    • Spread Even
       to spread the amounts evenly across installments.
You can select the template when you create or edit:
  • Customer contracts, on the
    Billing
     tab.
  • Customer contract lines, on the
    Revenue and Billing
     tab.
  • Customer contract templates.
  • Sales items, in the
    Sales Item Attribute
     section.
Create a customer contract, customer contract template, or sales item.