Contents of the Bill Retainage Dialog Box

Use this dialog box to select invoices for which to bill previously withheld retainage.

Bill Retainage Grid

This grid displays posted invoices that had retainage withheld that has not yet been billed to the client. Credit memos that you create in Interactive Billing are not listed separately in the grid. Any credit memos posted against an invoice are reflected in the invoice amounts in the grid.

Bill Retainage Grid Toolbar

Field	Description
	Click this icon to maximize the grid to a full screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the standard grid display. For more information, see Maximize the Grid View.
	Click this icon to select the columns to include in the grid. The columns available for the grid include both standard fields and user-defined fields that are used in the corresponding application area. For more information see Select Columns for a Grid.
	Click this icon to open the Export to CSV dialog box and export the contents of the grid to Microsoft Excel as a comma-separated values (.csv) file.
	Click this icon to turn the filter row on or off in the grid. The filter row is used to quickly search for a report. For information about how the filter works, see Filter the Grid Results.

Bill Retainage Grid Field

All possible fields that you can add to the grid using the select column icon are described below.

Field	Description
	Click the check box at the beginning of an invoice's row if you want to bill the previously withheld retainage for that invoice.
Invoice	This field displays the invoice number of the invoice that includes retainage that has not yet been billed.
Invoice Date	This field displays the date specified in the Invoice Date field of the Billing Session Options dialog box for the billing session in which the original invoice was made final.
Project	This field displays the project number of the project associated with the invoice.
Project Name	This field displays the name of the project associated with the invoice.
Phase	This field displays the phase number of the phase associated with the invoice.
Phase Name	This field displays the name of the phase associated with the invoice.
Task	This field displays the task number of the task associated with the invoice.
Task Name	This field displays the name of the task associated with the invoice.
Invoiced	This field displays the total amount of the original invoice less any credit memo amounts.
Received	This field displays the amount received from the client and posted through cash receipts transaction posting.
Retainage	This field displays the retainage amount withheld from the original invoice, based on the retainage settings specified on the More Calculations tab of the project, phase, or task's billing terms form. The retainage amount also includes retainage from any credit memos that apply to the invoice. This field is available only if you set Use Retainage to Yes in Settings > Billing > Options.
Due	This field displays the amount due from the client for the invoice, which is calculated by subtracting the amount of retainage and cash receipts from the total invoice amount. This amount includes any credit memos applied to the invoice.

Buttons

Field	Description
Print	Click this button to preview the retainage invoice as it would appear if you billed retainage for the currently selected invoices.
Bill	Select one ore more invoices for the project, phase, or task and then click this button to create an invoice file for the retainage amount that you want to bill. When you click Bill, the retainage amounts held in the temporary retainage accounts are re-categorized to accounts receivable accounts, as specified through invoice account mapping in Settings > Billing > Accounts Receivable.
Cancel	Click this to close the dialog box and return to the Interactive Billing form without saving the selections that you made on the dialog box.