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Need to Invoice Partial Retention for non AIA job

Need to Invoice Partial Retention for non AIA job

08 12, 2021

Issue/Symptom/Question

We set up a non AIA job with retention defined in the Contract Information window and not the Job Information window. We now need to invoice a portion of the retention. How can we create an invoice with only a portion of the retention? 

Applies To

PENTA for Windows

Job Information

Invoice partial retention

Resolution/Fix/Answer

  1. Run the calculate invoice process by entering the job in the Jobs to Invoice Retention For block

  2. Navigate to the Adjust Invoice Amounts window and query the job and Retention line
  3. Click on Dependent Item Details and enter the adjustment for Retention


    **Example: Retention was set at 10%, reduce it to 5% by entering a -5

      4. Complete the Prepare Invoices for Printing process and review the invoice

      5. Complete the Invoice Process

                   Adjusted Invoice:

                         
                  Un-Adjusted Invoice: