How to...

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• Enable the Retainage Feature
  Before using the retainage feature, you must enable the feature.
• Set Up Multiple Retainage Accounts
  If you established multiple accounts receivable accounts to which to post invoice amounts, you can set up corresponding retainage accounts.
• Set Up One Retainage Account
  If you established one accounts receivable account for all posted invoice amounts, you should set up one corresponding retainage account for all posted retainage amounts.
• Map Your Retainage Accounts
  After you create retainage accounts, you must link the retainage accounts to invoice and accounts receivable accounts.
• Release Retainage for Billing
  When you reach the point in a project's progress when retainage may be billed, release the project's retainage for billing.
• Release a Portion of Retainage for Billing
  If you reach the point in a project's progress when you can bill some, but not all, retainage, release a portion of retainage for billing.
• Print the Retainage Invoice Report
  The Retainage Invoice report shows the original invoice number, amount collected from the original invoice, and remaining retainage amount still to be collected for each project or billing group.