---
title: "Bill for the retained amount in the last invoice for the project"
slug: "bill-for-retained-amount-in-last-invoice-for-the-project"
updated: 2026-03-27T18:26:23Z
published: 2026-03-27T18:26:23Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bill for the retained amount in the last invoice for the project

## 

## Overview

Progress billing allows you to invoice for work and material and collect payment from customers during the course of a project. Retainage is a percentage of an invoice that is billed when a project or phase is complete. The final bill includes retainage previously withheld.

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Primarily for Residential Construction and Commercial Construction business types

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- If you use *Applications for Payment,*the *Applications for Payment*workflow enables you to bill for retainage. For more, see [Bill for retainage based on Application for Payment](/v1/docs/bill-for-retainage-based-on-application-for-payment).
- If you do not use the *Application for Payment* workflow, use the steps in this article to create a final invoice for retainage for a project. For more, see [Progress billing](/v1/docs/progress-billing-overview-and-setup).

## Bill for the retained amount in the last invoice for the project

1. In the project, click **Add invoice**. ![Invoice management interface with options to add, pay, or book jobs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bill-for-the-retained-amount-in-the-last-invoice-for-the-project-image-a40ganmy.png) The *Add invoice* pop-up opens.
2. Select a business unit from the **Business Unit** dropdown.
3. Click **ADD INVOICE**. ![Invoice addition interface with a dropdown for business unit selection and an add button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bill-for-the-retained-amount-in-the-last-invoice-for-the-project-image-8a2pfol6.png)
4. Add anything to the invoice that you want to bill your customer for.
5. To add retainage, click **Add a Task**.
6. Enter retainage details:

> [!TIP]
> **Tip:** You can retrieve the retainage amount you need to bill for from the Budget vs Actual table.

![Budget vs Actual financial summary showing variances and margins for various categories.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bill-for-the-retained-amount-in-the-last-invoice-for-the-project-image-h89j5bkj.png)

> [!NOTE]
> **Note:** Tax for retainage changes to positive when you bill the retained amount in the last invoice.
  1. **Name:** Retainage
  2. **Unit Price:** Enter the amount that is retained in total. Change the negative sign to a positive
    1. For example, create the last invoice of the project, the fifth invoice, and account for the amount that was retained in the previous four invoices ($8000 total from all four previous invoices). Accounting for the bill and retainage the total billed is $28,000.
7. When you’re done, click **Save**.

> [!NOTE]
> **Note**
> 
> After you bill for the retained amount:
> 
> - The retainage label within the Budget vs Actual table is removed. The retained amount should also move from your Retainage receivable account to your AR account once billed.
> - You can access the invoice PDF attached to the email you sent, in the audit trail of the project record. This helps to accurately track all invoices sent to customers for a project.

## Want to learn more?

- See [Project job costing report template](/v1/docs/project-job-costing-report-template)