Credit/Debit Note Entry — Retainage Tab

When you select the Retainage option on the Credit/Debit Note tab, a Retainage tab appears that lets you specify how to process retainage for this credit/debit note.

The program displays the retainage percentage, retainage amount, and the retainage exchange rate to use for the retainage credit/debit note if you are using a multicurrency system.

• You can only use retainage if the document is job-related.

• The default entries for the retainage percentage and retention period for each detail line come from the Customer Default fields in the Contract Maintenance Project tab in Project and Job Costing. You can change these entries for each detail line.

Click the following links for information about the other tabs in the Credit/Debit Note Entry form:

 

 

Credit Note/Debit Note	Customer	Taxes	Optional Fields
Sales Split	Rates	Totals

 

Click the following buttons for more help, and click the Field List button at the top of this help topic for more information about fields on this tab.

Finder

Drop-Down Lists

See also

 

Printing credit notes

Credit/Debit Note Entry — overview