Reapplying retainers to an invoice

When lines are removed from an invoice that contains a retainer, use this procedure to reapply the retainer.

Blue alert on the Invoice field denotes the retainer invoice lines. When the retainer is removed when transactions are removed, the invoice amount is displayed.
Yellow alert on the invoice Total Amount field denotes that the retainer may require reapplication. When the retainer line is removed, there is no line to reapply to the retainer.

Sign in as Project Accountant, Project Administrator, or Project Manager.
Select Project Contracts.
On the Contracts tab, open a contract.
On the Invoices tab, select an invoice group or a project funding line.

The associated invoice lines are displayed in the Detail section.
Select a retainer line. The retainer is displayed with an adjusted amount or 0.00. Right-click the line to reapply the retainer and select Reapply Retainer.
When more than one retainer must be applied, run the action for each retainer line. This action is only available in these circumstances:
- The invoice amount is greater than zero
- An allowance exists
- These fields are used: Next Applied Amount and Next Applied Percent
Repeat steps to reapply additional retainers.