Generating Invoices for Retention

Once a job is complete, you should invoice retention amounts. Retention must be completely billed before you can close a job.

1. Create the Retention report by choosing Reports > Job Cost > Billing Reports > Retention. This report lists retention withheld, retention billed, and billable retention amounts for open jobs.

2. Select Transactions > Job Cost > Job Invoice Entry.

3. Complete the Job Invoice Entry window as usual. See Entering Job Invoices.

4. Enter the amount of retention due in the Retention Due field.

5. Batch post the invoice by choosing Transactions > Sales > Series Post.