Troubleshoot missing retainage on subcontract 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 subcontract or subcontract change order (SCO) item after the invoice was created.

Step 1: Verify cost codes

1. Open the first few subcontract 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 subcontract invoice.

Step 2: Correct missing cost codes (for Admins)

If the cost codes are missing, do the following:

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

2. Go to Settings () > Feature Settings > Procurement.

3. Clear the Do not allow Subcontract or SCO Items to be modified after Sub Invoices have been created checkbox.

4. Select Save.

5. Open the relevant subcontract.

6. In the Subcontract Original Items section, add a line with zero (0) value and reference the missing cost code.

7. Create a new retainage subcontract invoice.