Submitting Contract Level Retention Billing

As a General Contractor, you can use the system to submit an invoice to an on-system Owner. Contract Level Retention is a project setting mainly used for Australian projects.

Caution: Once this setting is selected, Contract Level Retention cannot be removed from a project.
See Setting Up Contract Level Retention on a Project for how to use it.

The Billing Workflow displays a Retention tab. When contract level retention is applied, the tab includes:

Held This Period—The amount held for the current draw (empty until the invoice is saved).
Held Percent This Period—The percentage held for the current draw (0.00% until the invoice is saved).
Held Previous—The total amount held in previous draws (minus any previously requested retention).
Held to Date—The total amount held including the current draw.
Request This Period—Any previously held retention requested in the current draw.

You can modify the values in these columns.

See Draw Home Page for General Contractors for how to bill an on-system Owner using this page

Next: Additional Information Tab for General Contractors