Steps: Set Up Customer Statements

You can print customer statements for regular mail delivery, or email them as PDF attachments to customers. To do so, first configure the document delivery method, delivery type, and define the print layout.

Workday also enables you to:

Exclude empty statements from Open Item
statement type.

Exclude statements with zero balance and no activity from Balance Forward
statement type.

Schedule the print job.

Access the

Edit Tenant Setup - Notifications

task and enable automatic email notifications.

In the

Notification Delivery Settings

section, select Email
for the

Custom Business Process Notifications

row of the Business Processes parent notification type.

Security: Set Up: Tenant Setup - BP and Notifications
domain in the System functional area.

Configure the Customer Statement Event
business process and security policy in the Customer Accounts functional area. Make sure to include the custom notification on the business process definition.

Stappen: werkstroommeldingen configureren om klantfacturen en -bijlagen te e-mailen

Configure recipients primary mailing address, email addresses of the customer contact, bill-to contacts, and document delivery options for the customer statement.

Create Customer Statement Print Layout.

Access the

Print Customer Statements

task to print and email customer statements.

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

Workday excludes invoices which aren’t part of the customer security segment.

Specify a

Balance Forward Start Date

to summarize balances from that start date.

This field only displays when you select Balance Forward
on the

Create Statement Print Layout

task.

When you don't want to use Balance Forward
statement type, first select the Open Item
option from the

Override Statement Type

prompt.

Select the

Group non Email Delivery Statements

check box to group statements without a bill-to contact email address in their profile.

Specify the

Preferred Delivery Type

under the customer selection criteria section.

(Optional) Access the Schedule Print Customer Statements
task to schedule the printing of customer statements automatically.

You can print customer statements for regular mail or email delivery. When you email the customer statement, Workday first routes the statement to the Customer Invoice Email Event
business process for review and approval.

To view the print and email request status, access the

Find Customer Statement Print Runs

report.