Non-Sponsored Receivables: Create Customer Invoice from Customer Contract Finance

This job aid supports for finance personnel who may create a 9. Click OK to confirm the installment.
Customer Invoice from a Customer Contract.
The View Schedule Customer Invoice for Billing
Installment Criteria screen displays.
INITIATE CUSTOMER INVOICE
10. Click Refresh.
From the homepage:
11. Click Done.
1. Enter ‘Create Customer Invoice for Billing Installments’ in the
search bar.
APPROVE CUSTOMER INVOICE
2. Select the Create Customer Invoice for Billing Installments
task. The initiator’s role is complete in creating a Customer
Invoice from a Customer Contract.
The Create Customer Invoice for Billing Installments screen
displays. An approver receives a Workday Inbox task to
approve, deny or send back the request to Create a
3. Select the Company.
Customer Invoice from a Customer Contract. An
4. Select the Customer and any approver must provide a reason if sending the
other fields to filter selection. request back.

5. Select Invoice Date on or Before.

The search results will return only
those installments that are eligible
to bill for the selected dates.

6. Click OK.

The Create Customer Invoices for Billing Installments – Selection

screen displays.

7. Select the Installments to create the Customer Invoices.

8. Click OK.

Last Updated: March 2020 1