Issue/Symptom/Question

My Job is closing out and need to know the steps needed to bill out the final Job AR retention?

Applies To

PFW PENTA

Automated Invoice Processing

Resolution/Fix/Answer

Bill Final Retention

• • Navigate to the Calculate Invoices screen and enter the Invoice Cycle # and the Select Costs Through date for the final retention billing
    • Navigate to the Jobs to Invoice Retention For block and enter the Job Id and close out of the window to start the process
  • Navigate to the Prepare Invoices for Printing screen and create the invoice for this Job – PENTA should be billing all the retention
  • Create the invoice and confirm PENTA is billing the proper amount of retention and print invoice if needed
  • Complete the invoice if all is correct

Cause 

Contractor has completed most all the work and is looking to get paid for the retention amounts withheld with each prior billing