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Job Retention Only Billing

Owned by Kyle Niekamp
Last updated: 06 22, 2022 by Claire Aleman

Overview:

This video walks through the process of creating a job billing for the total retention amount that has been calculated/withheld to date. This process will step through the calculate invoice process, prepare invoices for printing, reviewing the invoice, and completing the invoice process which will post the accounting entries and make the invoice available on the AR Aging.

Benefits:

  • Allows Users to bill/release the balance of retention

Roles:

  • Billing Clerk

Location:

  • Billing and Accounts Receivable>Automated Invoice Processing> Calculate Invoices 
  • Billing and Accounts Receivable>Automated Invoice Processing> Prepare Invoices For Printing
  • Billing and Accounts Receivable>Automated Invoice Processing>Complete Invoices

Video:

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