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Editing statements to bill for retention
To edit a statement to create an invoice for retention:
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Open 3-4 Statements.
The Report Window opens.
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On the menu bar, click Edit, then click Form Design.
Tip: Consider maximizing the Form Design window to bring everything into view.
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Delete the form title, Statement, and then enter a new title.
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Delete the gray detail box.
In its place, type a sentence such as the following: This invoice requests payment for all previously withheld retention.
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Do any of the following:
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Delete the Aging text boxes and the boxes.
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Delete the Contract Summary boxes.
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Click
> .