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Administrator Guide
Last Updated: 2024-10-18
Sync Invoices and Contract Lines

Sync Invoices and Contract Lines

Security: These domains in the Student Financials functional area:
  • Manage: Student Sponsor Contract Invoicing
  • Reports: Student Sponsor Contracts
Student activities, such as adding or dropping courses, can affect the amount to invoice a student sponsor. When the amount you need to invoice changes after you've already invoiced a sponsor, you can sync invoices to contract line amounts to correct the invoiced amount.
To minimize differences between invoices and contract line amounts to correct, Workday recommends invoicing sponsors when either:
  • Student activities subside.
  • The academic period ends.
  1. Access the
    Find Student Sponsor Contracts
     report.
  2. Select
    Student Sponsor Contract
    Sync up Invoices with Contract Line Amounts
     from the related actions menu of a student sponsor contract.
  3. Select whether to sync upward adjustments, downward adjustments, or both.
  4. Select the invoices to sync.
Workday:
  • Creates additional invoices for upward adjustments.
  • Credits the previous invoice and rebills the student sponsor for the new contract line amount for downward adjustments. When you've applied a payment to an invoice that we credited and rebilled:
    1. Workday unapplies the payment.
    2. You must manually reapply the payment to the new invoice.