Removing retainage from an invoice

When retainage is removed, if the invoice is appended, the new retainage is calculated based only on the new expense lines that are added. For a new total retainage that is based on all expense transactions, delete the invoice and generate a new invoice.

  1. Sign in as Project Accountant, Project Administrator, or Project Manager.
  2. Select Project Contracts.
  3. On the Contracts tab, open a contract.
  4. Click the Invoices tab.
  5. Select an invoice group or project funding line to show the associated invoice lines in the detail section.
  6. Right-click the retainage line to remove and select Remove Retainage. A green alert is displayed for the project on the retainage line.
  7. Click OK.