Ideas for Acumatica

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Add the ability to print a Retainage Released invoice as a ProForma so it prints on AIA

When a project is required to be billed using the AIA format, the Released Retainage also needs to be printed using the AIA format.  This is true whether retainage is released in full or partially.

  • Bronwyn Duprey
  • Mar 26 2019
  • Planned
  • Attach files
  • Bronwyn Duprey commented
    15 Apr, 2019 05:59pm

    In addition, instead of producing a Released Retainage invoice for every invoice that has retainage, the Released Retainage invoice needs to be combined onto one invoice.  For example:  If I have three invoices that have retainage held - Invoice 1 retainage held = $100; Invoice 2 retainage held = $50; Invoice 3 retainage held = $75.  When these are released in full, instead of producing three separate invoices, it needs to produce one invoice for $225.00.