Issue/Symptom/Question

How do I bill retention on a job?

Environment

• PENTA for Windows
• Automated Invoice Processing
• Calculate Invoices
• Prepare Invoices for Printing
• Complete Invoice Processing

Resolution/Fix/Answer

1. Navigate to the Calculate Invoices window
2. Enter the invoice cycle # for the job, and the billing through date
3. Enter the Job Id of the Job(s) that you would like to bill full retention on, in the lower block named 'Jobs To Invoice Retention For'

4. Run the Prepare Invoices for Printing step

5. Print the invoice document/report (typically the Basis Invoice or AIA Invoice layout)

6. Validate the amount of billed retention is correct, and run the final step, Complete Invoicing Processing