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Releasing AR Retainage

AR Release Retainage releases retained amounts on invoices that were entered directly in Accounts Receivable with retainage.

If invoices come from job billing, use JB Release Retainage instead—not this form.

Before you start​

  • Invoices with retainage exist in AR (direct entry).
  • Confirm you are not working with job-billing retainage.

Steps​

  1. Open AR Release Retainage.
  2. Confirm the invoices were entered in AR with retainage.
  3. Select the invoices to release.
  4. Complete the on-screen release steps to update the invoice records.
  5. Process/post per your batch procedures.

Notes​

  • Using the wrong retainage release path (AR vs JB) creates balance mismatches—pick the module that originated the invoice.