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.
Steps
Go to Project management and accounting > Projects > All projects.
In the list, find and select the desired record.
If required, you can change the retained amount to be released.
Click Request retained amount.
Select one or more lines.
Select the Select check box.
Click Create invoice proposal.
Click Post.
Click OK.
Click OK.
Close the page.
Close the page.
Go to Default dashboard.
Notes
To inquire the customer retained payments for each project, on the Control tab, in the Retention group, click Customer retained payments.
To request the retained amount, you need a posted invoice proposal with a retention amount on the project contract or on the customer.