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How do I bill for retention release?

  1. Navigate to the Overview tab of the project.
  2. Click the blue + Release Retainage button in the Application for Payment (AFP) table, or create a new AFP and change the Retainage Type to Standard and adjust the percentages to 0%.
    1. If you cannot adjust the Retainage Type, the general contractor will need to unlock retention on the Schedule of Values (SOV).
  3. Click Save and satisfy any submission requirements.
  4. Click Submit.

Once the invite has been sent, the admin will be able to click on their name and assign them the correct company and project permissions. New users may also be added to projects at this time.

If you don't see a + Release Retainage button on the Overview page, then there are items left to be billed. Click the green + Create button and bill the remaining items and reduce the percentages to zero.

Ginny is the author of this solution article.

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