Process Retainage Release

Unless the commitment being invoiced is a pay app commitment, you must process a separate invoice in order to pay the retainage.

To release retainage

  1. Go to the Invoice Details page.

    2. For more information, see Access the Invoice Details page.

  2. Click Add Invoice.
  3. Click Yes, Add a Commitment Invoice.
  4. Enter all required fields.

    5. For more information of the fields and buttons located on this page, see Add/Edit Commitment Invoice Page Overview.

  5. If this invoice is for a pay app commitment, go to the next step.

    6. —Or—

    If the invoice is for a non pay app commitment, select the This is a retainage release check box.

  6. In the invoice Items section, enter the amount to be paid for retainage in the Retainage Release field.
  7. Click Save or Save and Add New.

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