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This Quick Reference Guide walks a Customer Billing Specialist or Customer Contract Specialist through the full workflow: creating the invoice task, completing required invoice and header fields, entering required invoice line details, handling optional reporting items, adding tax information when needed, and submitting the invoice. 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The first step is to Create a Customer. Once the Customer is active in Workday, an invoice can be created.  \nThis Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist or a Customer Contract Specialist through the process of creating a customer invoice in Workday.  \n\n| \u003Cbr>| Remember: The Customer ID will always start with “CST-“ and the Customer Name has the Customer ID in parentheses at the end of the name. Ex. Dragonfly Inn (CST-00893) . If you need to find the customer number, you can use the Find Customers with Facet Search report. |\n| --- | --- |\n\nProcedure  \nOn the Workday Home screen:  \n1. Type Create Customer Invoice in the search field.  \n2. Select Create Customer Invoice task from the Search Results.  \nOn the Create Customer Invoice screen:  \n3. Complete the following required fields in the Invoice Information, Additional Information, and Amount Information header sections:  \n• Company – select the relevant company from the drop-down list.  \n• Bill-To Customer – select the relevant customer for whom the invoice will be generated.  \n\n| \u003Cbr>| The Customer Name will always have the Customer number at the end. Ex. Dragonfly Inn (CST-00893) . |\n| --- | --- |\n\n• Invoice Date – will auto-populate with the current date and can be left as is.  \n• Invoice Type – will auto-populate upon completion of Company field.  \n• Sold-To Customer-will auto-populate upon completion of Bill-To Customer field.  \n• Bill-To Address-will auto-populate upon completion of Bill-To Customer field but can be changed.  \n• Bill-To Contact-may auto-populate upon completion of Bill-To Customer field and the customer setup, but can be changed, added, or removed.  \n• Payment Terms-will auto-populate upon completion of Bill-To Customer field.  \n• Currency-will auto-populate upon completion of Bill-To Customer field.  \n\n| \u003Cbr>| All other fields in the Invoice Information, Additional Information, and Amount Information columns above are optional. A few you may want to use:\u003Cbr>• From Date & To Date is for internal reporting-does not show on invoice.\u003Cbr>• PO Number does show on the invoice.\u003Cbr>• Due Date Override will override the listed Due Date.\u003Cbr>• Document Link allows you to link to external sites.\u003Cbr>• Control Total can be used to ensure you have invoiced the total amount. |\n| --- | --- |\n\nUnder the Invoice Lines tab:  \n4. Complete the following required fields on the first Invoice Line:  \n• Company – will auto-populate from the header.  \n• Sales Item – select the relevant sales item from the drop-down list. (Only for units that chose to add sales items)  \n• Revenue Category – select the relevant revenue category (or will auto-populate if Sales Item was selected) .  \n• Line Item Description – type a description of the line item (or will auto-populate based on completion of the Sales Item field) . This will be printed on the invoice.  \n• Quantity – enter the quantity.  \n• Unit of Measure – select the relevant unit of measure from the drop-down list.  \n• Extended Price – type the total price of the items.  \n• Memo – type a description. This will show in the accounting journal.  \n• Designated – select a relevant designated worktag for the invoice.  \n• Fund – will auto-populate upon completion Designated.  \n• Cost Center – select the relevant cost center for the invoice.  \n• Additional Worktags – Business Unit will auto-populate upon completion of Cost Center field. You can add more optional worktags.  \n\n| \u003Cbr>| All other fields in the Invoice Lines tab are optional.\u003Cbr>You should not use Gift or Grant for Customer Invoices. |\n| --- | --- |\n\n\n| \u003Cbr>| If you are billing for items where sales tax is involved, complete the following fields:\u003Cbr>• Tax Applicability – select the relevant item from the drop-down list.\u003Cbr>• Tax Code – type zip code of area billing from and pr","cbCaidfyygZ1DAxi","https://ap.wps.com/l/cbCaidfyygZ1DAxi","pdf",138806,"English","# Procedure\n## Create the customer invoice task\n## Complete invoice information and header fields\n## Add invoice lines\n## Optional items and tax fields\n## Submit and routing","[{\"question\":\"What is the first prerequisite before creating a customer invoice in Workday?\",\"answer\":\"The customer must be created and active in Workday before an invoice can be generated.\"},{\"question\":\"Which fields are required on the Create Customer Invoice screen?\",\"answer\":\"Required fields include Company and Bill-To Customer (in the Invoice Information, Additional Information, and Amount Information header sections), plus Invoice Date, Invoice Type, and related bill-to details that auto-populate from Company and Bill-To Customer.\"},{\"question\":\"What should be completed under the Invoice Lines tab?\",\"answer\":\"On the first invoice line, enter required items such as Sales Item (if used), Revenue Category, Line Item Description, Quantity, Unit of Measure, Extended Price, and relevant worktag fields like Designated, Fund, Cost Center, and any additional worktags.\"}]","Create Customer Invoice Quick Reference Guide - Workday | PDF"]