Creating a holdback billing

To create a holdback billing:

1. Open 3-2 Receivable Invoices/Credits.
2. Select Create Holdback Billing in the Options menu.
3. Select a job in the Job dropdown menu.
4. Click [Display Invoices].

5. In the top right, do one of the following:

   • To manually enter billing amounts, select the Manually enter billing amounts option and enter the amount in the Amount to Bill column. When initially clicking the field in the Amount to Bill column, a default value is shown. You can accept that value or enter your own amount.

   • To have the holdback remaining amount copied to the Amount to Bill column for each invoice, select the Bill All Remaining Holdback option and click [Calculate Billing Amounts].

   • To adjust the remaining holdback to a percentage amount of the invoice total, select the Adjust remaining holdback to
     [___]% of Invoice Total option, enter the desired percentage, and then click [Calculate Billing Amounts].

6. Click [Create Bill].
7. In the 3-2 Receivable Invoices/Credits window:

   1. Enter an invoice number in the Invoice# field.

   2. Enter the due date for the payment in the Due Date field.

   3. Enter the date when the discount will expire in the Discount Date field.

8. Click File > Save.