UW Billing External Customer Accounts (UW Health)
Definition 
This reference guide outlines the process of billing UW Health for the sale of goods or services. The billing unit will initiate creating the customer, creating the sales item, and creating the customer invoice event within Workday.
Related Reference Guide(s): UW Billing External Customer Accounts (External Entities)
Who
Department/Unit Initiators
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- Customer Billing Specialist
- Customer Contract Specialist - Only for installment billing.
Department/Unit Approvers
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- Cost Center Manager
*There are other initiator and approver roles at the campus level listed within the Create Customer Invoice Event Workday job aid.
Obtaining Access
If you need any security roles to complete this process, discuss with your next level leader. If approved, reach out to your department/unit’s Workday Role-Based Access Requester.
To check your security role access set up prior to Workday :
- Click on the Employee Lookup tab in Tableau.
- Enter your name in the legal name field (last name, first name).
*Tableau will not be updated after 7/1/2025. More information to come.
To find your department/unit’s Workday Role-Based Access Requester:
- Go to your Workday profile and click "Job” in the left navigation menu.
- Click “Support Roles” in the top header.
- In the Assignable Role column, scroll to find the Role-Based Access Requester.
Training
Prerequisites
How
SMPH Workday Pre-Transaction Process
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- N/A
Core Workday Job-Aids
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- If the customer and/or sales item is not set up or needs to be edited, follow:
- Create Customer Profile
- To create multiple customers, follow: Submit Customer Inbound EIB Template (Workday job aid)
- Edit Customer Contact Information
- Request or Update Sales Item
- If the customer and/or sales item is not set up or needs to be edited, follow:
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- Create Customer Invoice Event
- To create multiple customer invoices, follow: Submit Customer Invoice Inbound EIB Template (Workday job aid)
- If utilizing installment billing, follow: Set Up a Customer Contract and Billing
- Create Customer Invoice Event
Related Workday Job-Aids
Questions
Reach out to your applicable Dean’s Office Financial Management & Reporting Team member.
References
Policies
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- N/A