If applicable, retentions are calculated automatically based on the retention terms that are linked to the project contract.
If you post a progress bill, automatically a record is created for the project in the Request retained amount.
You can create an invoice proposal for retained amounts.
1. | Go to Project management and accounting > Projects > All projects. |
2. | In the list, find and select the desired record. |
3. | If required, you can change the retained amount to be released. |
  | Click Request retained amount. |
4. | Select one or more lines. |
  | Select the Select check box. |
5. | Click Create invoice proposal. |
6. | Click Post. |
7. | Click OK. |
8. | Click OK. |
9. | Close the page. |
10. | Close the page. |
11. | Go to Default dashboard. |
Related to | Notes |
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Use progress billing |
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