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.

If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.

To print the Retainage Invoice report, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. On the Interactive Billing form, open the project for which you are billing retainage.
3. Click Retainage on the toolbar.

   Vision displays the Invoice File Selection dialog box. (If you already selected an invoice file during this Interactive Billing session, this dialog box does not display. Skip to step 5).

4. On the Invoice File Selection dialog box, select an existing invoice file or create a new invoice file in which to include the retainage amounts computed during this session.

   • To select an existing file, click the file on the list and click OK.

   • To create a new file, click New and enter a name for the file in the File Name field. Click OK. The name is a label used by the Transaction Center.

   Vision adds the retainage amounts to the selected or new invoice file and displays the Bill Retainage dialog box.

5. On the Bill Retainage dialog box, select a single invoice or multiple invoices to include on the report.
6. Click Preview to view the invoice in a separate browser window and verify that the appropriate retainage amounts appear on the invoice.
7. Print, download, or email the report.