The Workday Invoice Proposal is a comprehensive solution designed to streamline and automate the invoice management process for Project Time and Expense projects. The invoice proposal aims to address the challenges and inefficiencies often associated with manual invoice processing, such as human errors, time-consuming tasks, and lack of visibility. 

For T&M contracts, a billing specialist has the option to create an invoice proposal prior to creating an invoice. This feature allows the billing specialist to edit the transaction lines similar to the Manage Project Billing Transactions (MPBT) module. Once the invoice proposal is approved by the Project Manager (PM) and Principal (if applicable), it will automatically be converted into a Customer Invoice with an 

status. Lastly, the billing specialist will need to process a final print run prior to sending the invoice to the client. 

Prior to creating an invoice proposal, the status of transactions to be billed must be reviewed and the status changed from 

 transactions can be added to an invoice proposal or invoice.

Auto-Submit Invoices for Approval must be selected on the Billing Schedule Header before creating an Invoice Proposal.

The Invoice Proposal Workspace offers a user-friendly interface allows for tracking of all invoice proposals. In this module, a billing specialist may submit, print, and/or cancel invoice proposals individually or in bulk. 

Invoice proposals can also be found on the project record: Financials > Customer Invoices.

Follow the step-by-step user guide below to create, edit, submit, and print a single invoice proposal. 

Follow the step-by step user guide below to create, submit, and print multiple invoice proposals simultaneously.

The invoice proposal has flexible editing capabilities, allowing transactions to be managed within the proposal similar to Manage Project Billing Transactions (MPBT). 

You are  able to add transactions prior to the last transaction date originally selected by changing the Billing Status in MPBT to 

 and then refreshing the Invoice Proposal. 

Remove Transactions from Invoice Proposal

You are able to remove transaction lines by changing the Billing status in the Project Transactions tab of the Invoice Proposal. 

Invoice Proposals can be canceled individually or in bulk. It is important to note that once a proposal is canceled, it cannot be undone. There also will not be a saved record of the canceled proposal. 

Workday Customer Invoice Proposals