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Billing Line Item Retention for Subcontractors

There are two ways to bill for line item retention during a draw.

Line-by-Line Billing

To enter retention on a line-by-line basis:

1. Navigate to Your Billing Workflow for Subcontractors
   • The action to Enter Billing Details for Draw appears under Tasks. You can find it on the Tasks, Project Home, and the Draw Home pages.

     Notes: 

     • The Enter Billing Details task remains available until the invoice is signed.
     • The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
     • If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Invoice link on the Tasks, Project Home, and Draw Home pages.
2. If you do not automatically see the Retention tab, select it from the blue bar at the top of the page.
3. From the Retention tab, select a line to bill against.

   The selected field will have a darker border than the other cells in the table.

   Note: Retention is entered on a line-by-line basis unless you request overall retention or a project uses Contract Level Retention.

4. Enter an amount to bill in the Request Previously Held column. This amount cannot exceed the Retention To Date value.
5. Review the totals at the bottom of the page, including retention, and make any adjustments needed.
6. (Optional) Enter your comments. Line item comments entered here are visible to your General Contractor when they view or modify your invoice.
7. Select the Save & Continue button to progress to the next tab in the billing process.

Bill for Overall Retention

To bill for retention across all line items:

1. Navigate to Your Billing Workflow for Subcontractors
   • The action to Enter Billing Details for Draw appears under Tasks. You can find it on the Tasks, Project Home, and the Draw Home pages.

     Notes: 

     • The Enter Billing Details task remains available until the invoice is signed.
     • The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
     • If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Invoice link on the Tasks, Project Home, and Draw Home pages.

   Depending on settings selected by the General Contractor, you might see the Stored Materials or Progress tab upon navigating to the page.

2. If you do not automatically see the Retention tab, select it from the blue bar at the top of the page.
3. From the More menu on the Retention tab, select Contract Level Changes.
4. In the Change Retention Held % field, enter a new retention percentage.
5. Select Save.

   The application calculates the difference between the original retention rate and the new percentage you entered. It will then automatically request the correct retention amount in the Request Previously Held field for all line items which had previously held retention.

6. Select the Save & Continue button to progress to the next tab in the billing process.

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Last Published Monday, February 5, 2024