Retention Tab for General Contractors

The Retention tab is displayed if retention billing is enabled for a draw. From this tab you can request retention as part of the draw process. Retention is typically entered on a line-by-line basis or you can choose overall retention to update all lines. Contract Level Retention is mainly used for Australian projects.

Allow Subcontractors to Bill for Retention

When initiating a draw, select an invoice option with retention billing. When a draw includes retention billing, Subcontractors can bill for Previously Held Retention.

Subcontractors can change the Retention Held This Period amount when entering an invoice if a contract does not use the Subcontractor cannot modify retention setting. Retention can also be locked on the Initiate Draw page.