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Setup Bill-To Contacts
Andrea Jaroslawski
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0 step
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2 minutes
Workday
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Add Contacts to Customer Record
Setup Customer Bill-To Contacts
Document Delivery
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For a contact to be available to select as the 'Bill-To Contact' on a contract billing schedule, they must first be setup on the **Customer Record**.
Add Contacts to Customer Record
1
- Use the [[Workday Search Bar]] to look up the [[Customer]] record
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If you type 'Customer:' before the customer name on the WD search bar, only customer records will be displayed as results
2
- Once on the Customer Record, click [[Addresses and Contacts]] tab - Click [[Customer Contact]] subtab - Click [[Add]]
3
- On the [[Name]] tab, fill out required fields
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4
- Click the [[Contact Information]] tab
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5
- Under Email, click [[Add]]
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6
- Enter [[Email Address]] - Enter [[Type]] (work or personal)
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7
- Click [[OK]]
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- Click [[Done]]
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Setup Customer Bill-To Contacts
9
- Click [[Set Up Bill-To Contacts]]
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10
- Checkmark [[Primary Bill-To Contact]] (can only assign to one contact) - Checkmark [[Default Bill-To Contact]]
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11
- Email Documents field will default to [[Customer Invoice]] - Click [[OK]]
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12
- Click [[OK]]
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- Click [[Done]]
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Document Delivery
14
- Click [[Document Delivery]] tab
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15
- Click [[Edit]]
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