Retention Invoice Feature

Step1: Create a job with a value for ‘retainage Percentage’, then add a ticket and generate an invoice.

Regular Invoice:

Step2: Retainage invoice tab appears on the job screen.

Retainage invoice Filters screen: We can either select 'summarized' or 'detailed' invoice format.

Retainage Invoice will be generated when you click on ‘Generate’ button after filling the details.

Retainage invoice

Retainage invoice tab will disappear once you create retainage invoice on the job screen.

Step3: Retention invoice will appear on the invoices tab along with the regular invoice. We can reprint them anytime.

Note: Retainage invoice date can’t be prior to the job’s invoice date.

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