Edit Billing Schedule Header (T&E)
- Andrea Jaroslawski |
- 12 steps |
- 54 seconds
Workday
The Billing Schedule is linked to the Contract, but you can also access it via the Project record.
1
- On the Project record, click [[Financials]] tab
2
- Click [[Contract / Billing]] subtab
3
- Click [[...]] next to the **Billing Schedule** name
4
- Under Actions, hover over [[Billing Schedule]]
- Select [[Edit Schedule Header]]
- If the Billing Schedule has been previously submitted, the related action will be [[Change]]
- Then once in the Billing Schedule record, you will scroll to the middle section for the various option such as: Edit Schedule Header, Manage Lines, etc.
5
- Click [[OK]] to access the Billing Schedule menu
6
- Select [[Bill-To Contact(s)]] if applicable
- For further instructions, see [Setup Bill-To Contacts](https://scribehow.com/shared/Setup_Bill-To_Contacts__QLSSC-QQTbSzs_IeA5e32w)
- This next step is critical for the Invoice Proposal process to work as intended.
- If not selected, the PM will have to approve twice.
7
- Select [[Auto-Submit Invoices for Approval]]
8
- Select [[Invoice Type]] (invoice template)
- The [[Payment Terms]] and [[PO Number]] fields will default to the Contract settings.
- To edit [[ Payment Terms]], amend the Contract and make changes under the Billing Tab.
- If the terms are changed on the Billing Schedule Header, they will be routed for additional approval for each invoice generated.
9
- Enter [[Invoice Memo]] (optional)
- This will carry over on every invoice generated
- Use [[||]] to move verbiage to the next line (button above Enter key)
- Ex: Custom Memo Line 1 || Custom Memo Line 2 || (etc.)
10
- Click \[\[OK\]\]
- Depending on the size of your screen, the next step might not be visible unless you scroll down.
11
- Click [[Submit]]
- If you do click **Submit** the Billing Schedule will remain in **Draft** status.
12
- Click [[OK]]
