Once a job is complete, you should invoice retention amounts. Retention must be completely billed before you can close a job.
- Create the Retention report by choosing Reports > Job Cost > Billing Reports > Retention. This report lists retention withheld, retention billed, and billable retention amounts for open jobs.
- Choose Transactions > Job Cost > Job Invoice Entry.
- Complete the Job Invoice Entry window as usual. See Entering Job Invoices.
- Enter the amount of retention due in the Retention Due field.
- Batch post the invoice by choosing Transactions > Sales > Series Post.