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JB Release Retainage

JB Release Retainage releases retainage that was held on prior job bills. Release against a bill record at overall contract level or by item.

Before you start​

  • Create the invoice record first (progress or T&M bill edit).
  • Know whether you release at contract level or item level.

Steps​

  1. Create or open the bill on JB Progress Billing or JB T&M Bill Edit.
  2. Open JB Release Retainage.
  3. Select the bill record for the release.
  4. Choose contract-level or item-level release.
  5. Enter the retainage amounts to release.
  6. Save, then continue the normal bill review and interface process.

Notes​

  • You cannot release retainage without a bill record to hang the release on.