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Administrator Guide
Last Updated: 2023-06-23
Concept: Customer Invoice Proposal Workspace

Concept: Customer Invoice Proposal Workspace

You can access the
Customer Invoice Proposal Workspace
 task to review and manage customer invoice proposals before you generate customer invoices. To populate the task, first create customer invoice proposals. Workday groups the customer invoice proposals by billing schedule. When you access the task for the first time, Workday:
  • Prompts you for proposal search criteria.
  • Saves your selection for future access.
You can create invoices for transactions on an approved customer invoice proposal directly from the workspace. Once you create a customer invoice, you can't revert it back to a customer invoice proposal.

Edit Customer Invoice Proposals

When you edit a customer invoice proposal, you can:
  • Add ad hoc invoice lines. Ad hoc invoice lines don't consume prepaid installments.
  • Change invoice header information.
  • Make lump sum adjustments at the time of invoicing.
  • Manage prepaid installments.
  • Update billable project transactions, excluding daily rate transactions.
  • View the billable project associated with the customer contract line.
When you edit a customer invoice proposal, you can't update:
  • Daily rate transactions.
  • On Hold or Milestone prepaid installments.
When you update prepaid installments, Workday:
  • Creates new prepaid installments with a
    Created from Proposal
     status.
  • Submits the associated billing schedule for review and approval.
You can't edit a customer invoice proposal when a transaction on the proposal is awaiting business process approval.

Print Customer Invoice Proposals

When you print a customer invoice proposal, Workday generates a PDF copy of the invoice proposal. When the PDF copy is available, you can access it from the
PDF
 column on the customer invoice proposal workspace.