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. Select Invoicing and Revenue > Invoicing > Results > Invoices.
  2. Select a contract invoice record.
  3. On the Invoices tab, select an invoice group or project funding line to show the associated invoice lines in the detail section.
  4. Right-click the retainage line to remove and select Remove Retainage. A green alert is displayed for the project on the retainage line.
  5. Click OK.