Setup Bill-To Contacts | Scribe

    Setup Bill-To Contacts

    • Andrea Jaroslawski |
    • 0 step |
    • 2 minutes
    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

    - Use the [[Workday Search Bar]] to look up the [[Customer]] record
    If you type 'Customer:' before the customer name on the WD search bar, only customer records will be displayed as results
    - Once on the Customer Record, click [[Addresses and Contacts]] tab - Click [[Customer Contact]] subtab - Click [[Add]]
    - On the [[Name]] tab, fill out required fields
    - Click the [[Contact Information]] tab
    - Under Email, click [[Add]]
    - Enter [[Email Address]] - Enter [[Type]] (work or personal)
    - Click [[OK]]
    - Click [[Done]]

    Setup Customer Bill-To Contacts

    - Click [[Set Up Bill-To Contacts]]
    - Checkmark [[Primary Bill-To Contact]] (can only assign to one contact) - Checkmark [[Default Bill-To Contact]]
    - Email Documents field will default to [[Customer Invoice]] - Click [[OK]]
    - Click [[OK]]
    - Click [[Done]]

    Document Delivery

    - Click [[Document Delivery]] tab
    - Click [[Edit]]
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