Skip to main content
Question

Retainage reconciliation on Proforma Invoice

  • October 7, 2025
  • 0 replies
  • 20 views

Hi,

I'm currently doing proforma invoices with retainage set at Contract Cap Retention 10% Cap 50%

 

I leave Proforma Invoices on hold until payment is certified

 

Due to the nature of different systems I often have my claim amounts approved but retainage calculations can differ. 

How can I affect retainage values without affecting claim values? These cells seem to be locked on both Revenue Budget and Proforma screens.

 

Thanks