Articles
Hold Back Invoice Created during Job Closing
If amounts were withheld from Job Invoices for Hold Back purposes and no manual retention invoices were created, when closing the Job, you will be prompted to enter the information for creating and posting the Retention (Hold Back) Invoice. You wil...
Hold Back (Retainage) Invoicing Overview and Topics
Hold Backs (sometimes referred to as Retainage or Retention) are typically used on government or general contractor type jobs where the customer requires your company to withhold a certain percentage of each invoice and then invoice for all amounts ...
Job Invoicing with Hold Back
To create a Job Invoice that includes a Holdback, follow the instructions below. 1. From the Main Application Menu navigate to Job Management and select the Job Queue menu option. 2. The Open Job List will be displayed. Click the Ready to Invo...
Manual Hold Back Invoice
Before creating a Hold Back Invoice, review the amount available to invoice on the Job Sales Summary to determine what amount will be invoiced. You may also want to make certain you have an appropriate Invoice Description code available for this in...