Bill Retainage Dialog Box
Use the Bill Retainage dialog box to release some or all of a project's held retainage amounts to be billed to the client. You can also preview the retainage invoice on screen to verify retainage amounts before creating the invoice.
When you bill retainage, credit memos that you create in Interactive Billing are not listed separately in the Bill Retainage dialog box. Any credit memos posted against an invoice are reflected in the invoice amounts in the Bill Retainage dialog box.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click .
- Select a project that has retainage terms.
- On the toolbar, click Retainage.