Correct the retainage amount on an invoice for a project

Prev Next

Problem

The retainage on an invoice for a project is incorrect. The invoice was already exported, so the retainage cannot be changed directly.

Solution

  1. Search for and go to the invoice.

  2. Create an adjustment invoice.

  3. Add a retainage task to the adjustment invoice.

  4. Calculate the correct retainage amount.

  5. Enter the calculated retainage amount in the retainage task.

  6. Save the adjustment invoice.