Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Customer Statement Print Layout

Create Customer Statement Print Layout

  • Upload the business form layout for customer statements.
  • Security: These domains in the Customer Accounts functional area:
    • Set Up: Customer Accounts
      .
    • Reports: Customer
       to use the delivered
      Customer Statement
       business form layout.
You can create layouts for a company to use when printing and emailing customer statements. You can:
  • Create a custom layout for your report design to meet your business needs. You can have more than 1 layout for your company.
  • Customize the Workday delivered standard statement layout with your company logo and financial messages.
  • Specify a statement type, aging group, and remittance option for the company.
  1. Access the
    Create Customer Statement Print Layout
     task.
  2. As you complete the task, consider:
    Option Description
    Statement Type
    Select:
    • Balance Forward
       to include a consolidated balance on the customer statement. This balance carries over to each subsequent billing period.
    • Open Item
       to include individual customer invoices on the statement that aren't yet paid in full.
    Business Form Layout
    Select:
    • Workday delivered
      Customer Statement
       layout.
    • A custom layout if you require more flexibility than the delivered print layout.
    Include Company Logo
    Select to display your company logo on the standard business form layout.
    Aging Group
    Specify the number of days for each aging group. Workday aggregates the invoice amounts by the aging group in your output file.
    Customer Statement Remittance Option
    Select:
    • Credit Card
    • Standard
    Financial Message
    Enter a message to display on each sponsor statement that you generate with this layout. You can include up to 3 financial messages per company.
Workday uses this print layout when you generate the statement PDF.
  • Configure delivery method to email or regular mail.
  • Print and email customer statements. Workday routes the customer statements to the
    Customer Invoice Email Event
     business process for review and approval before you email them.