Once your system is set up to calculate and handle retainage, processing retainage on a customer’s invoice is easy. To do so
Note: Selecting the Summarize Progress Billing Invoices by Job option will cause retainage withheld to be included on the summarized line item so that it does not display individually for the customer. If you are printing from the Sales Invoicing window, this function will work only if you are billing for a proposal or editing an invoice created during Select for Progress Billing.