Looking for tips to get our final “Release Retention” to create only a single final invoice. Right now the system is looking at the Unreleased Retention on all previous Project Invoices and creating an Invoice for each one. Wondering if this is a setting issue or a process issue?
Here you see it creates two separate invoices
Best answer by rlaaguid81
I had the same issue. I enabled “Payment Application by Line” feature. Now the AR retainage release generates a single invoice.
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I had the same issue. I enabled “Payment Application by Line” feature. Now the AR retainage release generates a single invoice.
I had the same issue. I enabled “Payment Application by Line” feature. Now the AR retainage release generates a single invoice.
Can you confirm what version you were able to use this workaround on?
Checking to see that since this feature was enabled to form only one invoice if anyone else noticed that now when a payment is applied to that retainage invoice, it closes the retainage invoice but leaves the original invoice open? I just sent a support request in because none of the original invoices where the retainage was taken from are closing.
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This is the expected behavior-
Status of original document included into consolidated retainage document shall be changed to Closed if all of the following conditions are met (this is existing logic):
I just sent your suggestion to ACU support because they are stating I need to Recalculate Customer Balances however we did this years ago when trying to fix a huge retainage issue and it really messed up our financials. Can you tell me how to apply the logic you are suggesting up top? I would have to give the information to our IT person(I usually submit tickets under his user name) but he is not sure either on how to fix this problem.
THanks,
Lana Parkert
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