Sage 300 CRE - Billing Retainage in AR

TUG Tip -- Sage 300 CRE

Sage 300 CRE - Billing Retainage in AR

In Accounts Receivable, select Tasks > Bill Retainage. Enter the customer ID or use F4 to select from a list of customers. If you are billing retainage by contract, enter the contract and contract item. If you are billing retainage by job, leave the contract and contract item fields blank and enter the job, extra and/or cost code. Use F4 to select from a list of contracts, items, jobs, extras and cost codes. Accept the prefilled invoice ID, accounting date and transaction date, or enter the ID and dates you want to assign this invoice. Enter the percent of unbilled retainage you want to bill, or enter a flat amount to bill. Click [Bill]. When you have entered all retainage invoices, click [Close]. At the Print Selection window, click [Printer Setup] and specify the printer or print file name for the invoices and invoice journal. Click [Start].