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Administrator Guide
Last Updated: 2025-09-19
Create Customer Invoice Proposals

Create Customer Invoice Proposals

Create:
  • A customer contract.
  • Billable transactions.
Security:
  • For the
    Create Customer Invoice Proposal
     and
    Schedule Create Customer Invoice Proposal
     tasks:
    • Process: Project Billing - Invoice Proposal
       domain in the Project Billing functional area.
    • Process: Billing - Invoice Proposal
       domain in the Customer Contracts and Project Billing functional areas.
  • For the
    Manage Project Billing Transactions
     task:
    • Manage: Billable Projects
       domain in the Projects functional area.
    • Process: Project Billing - Core
       domain in the Project Billing functional area.
You can create customer invoice proposals from billable transactions to preview, adjust, and review information before you create customer invoices. Creating invoice proposals eliminates the need to cancel and recreate invoices when you want to adjust figures or correct errors. When you add transactions to an invoice proposal, you can only invoice customers for those transactions by creating an invoice from the proposal.
  1. Access the
    Create Customer Invoice Proposal
     task, the
    Schedule Create Customer Invoice Proposal
     task, or the
    Manage Project Billing Transactions
     task.
  2. If using the
    Create Customer Invoice Proposal
     or
    Schedule Create Customer Invoice Proposal
     task, enter your selection criteria and click
    OK
    .
    Option Description
    Transaction Date Days Ahead
    This is the number of calendar days that the run date is prior to the transaction date. Example: If the value is 3, and the run date is January 28, then Workday selects all installments and billable transactions with transaction dates on or before January 31.
    This can be a negative number to support late processing. Example: If the value is -3, and the run date is February 3, then Workday selects all installments and billable transactions with transaction dates on or before January 31.
    If you don't enter a value, then Workday selects all installments and billable transactions with transaction dates on or before the run date.
    Invoice Date Options
    Select:
    • Override Blank Transaction Invoice Date
       to update all transaction invoice dates.
    • Override All Invoice Dates
       to update all installment and transaction invoice dates.
    The
    Number of Days Before or After Run Date
     field displays when you select
    Run Date
     from either of the previous prompts.
  3. If using the
    Manage Project Billing Transactions
     task:
    1. Enter your search criteria and click
      OK
      .
    2. On the project summary view, select transaction groups with at least one transaction in the
      Ready To Bill
       state, click the
      More
       button, and click
      Create Invoice Proposal
      .
      Or on the transaction details view, select transactions in the
      Ready To Bill
       state, and click
      Create Invoice Proposal
      .
  4. If any custom objects have been added to the
    Customer Invoice
     business object, view and edit those custom objects on the
    Additional Data
     tab.
    When you access a customer invoice proposal from a business process or
    My Tasks
    , you can view but not edit custom objects on the
    Additional Data
     tab.
Workday creates or schedules the customer invoice proposal. You can view and edit your proposals using the
Customer Invoice Proposal Workspace
 task.
When you make changes to the bill-from address on any contracts that are included in a customer invoice proposal, the invoice proposal grouping is affected. We recommend that you cancel the invoice proposal and create a new one to pick up the latest bill-from address changes on the contracts.