Troubleshoot missing retainage on prime contract invoices

If you’re unable to bill retainage because it does not appear on the invoice, it might be due to changes made to a cost code in the original contract or change order after the invoice was created.

Step 1: Verify cost codes

1. Open the first few prime invoices.

2. In the Invoice Details section, select View Invoice Details – Released Retainage (Billed Retainage).

3. Note the cost codes listed.

4. Check if these cost codes appear on the latest prime invoice.

Step 2: Correct missing cost codes (for Admins)

If the cost codes are missing, do the following:

1. Delete the last prime invoice intended for retainage release.

2. Go to Settings > Feature Settings > Contract Admin.

3. Clear the Do not allow Prime Contract or Change Order Items to be modified after Prime Invoices have been created checkbox.

4. Select Save.

5. Open the relevant prime contract.

6. In the Original Prime Contract Budgets section, select the Contract Amount (aka Schedule of Values).

7. Add a line with zero (0) value and reference the missing cost code.

8. Create a new retainage prime invoice.