Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Set Up Bill-To Contacts

Set Up Bill-To Contacts

  • Create a customer.
  • Security:
    Set Up: Customer Contacts
     domain in the Customers functional area.
Workday helps you manage the process of emailing customer documents to the correct contacts. Once you set up bill-to contacts for your customers, you can:
  • Email various documents to more than 1 contact at once.
  • Use the default bill-to contacts in the billing schedule and customer documents.
  • Identify a primary contact.
  • Define different customer contacts for different documents like invoices, statements, and dunning letters.
  1. Access the customer profile.
  2. Select the
    Addresses and Contacts
     profile group.
  3. As you enter contact and delivery details in the reports, consider:
    Option Description
    Contact Information
    Enter customer information such as address, email, instant messenger, phone, and web address. Select the
    Usage
     type to specify the reason contact will be used for.
    If you haven't set up the
    Document Delivery
    , the email you specify on this tab becomes the primary email address for the customer.
    Customer Contacts
    1. Click
      Add
       to enter a contact name for specific individuals.
    2. Use the
      Contact Information
       tab to enter email and phone number of a specific contact within a company. Select the
      Type
       to specify if the contact information is for work or home. Workday automatically sets it as a primary contact.
      You can only have 1 primary contact.
    3. Click
      Set Up Bill-To Contact
      s to:
      • Set the primary and default bill-to contacts. The contacts you select, populate the customer invoices, statements, and dunning letters.
      • Select the documents from the
        Email Documents
         field that you want to email to each of the contacts. You can select multiple documents for 1 contact.
      • Add comments related to your contacts. Example: You have different contacts for different customer contracts. You can note the contract associated with each contact in the
        Comment
         field.
    You can override the default settings on the billing schedule and invoice to suit your business needs.
    Connection Map
    Add ship-to customers on the
    Connection Map
     report. You can select any of the shipping addresses of your ship-to customer as the default for the invoice.
    The ship-to address determines the default tax code based on country, region, and zip code when you use tax defaulting rules.
    Document Delivery
    • Click
      Edit
       to access the
      Edit Document Delivery Options
       task. The task enables you to set up a default document delivery method and email recipients for each of the customer document. You have the option to override this default setting when you run the email delivery task.
    • The document settings for customer invoices also apply to consolidated customer invoices.
    • Select a language from the
      Preferred Locale
       field to translate the labels in the customer documents.
  4. (Optional) Access the
    Edit Tenant Setup - Notifications
     task and configure the
    Notification Delivery Settings
     to trigger email notifications automatically if you have a related business process step.
When you generate customer invoices, Workday displays the default bill-to contacts in the
Bill-To Contact
 field on the invoice.