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Set or Release Retainage on a Funding Invoice

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 Note
The steps below describe how to release retainage on a funding invoice with the Funding tool. For companies using the project's Invoicing tool (see Invoicing), users with 'Admin' permission on the Funding tool can also perform this task with the Invoicing tool. 
 Limited Release
flag-us.png flag-canada.png The Funding tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

Set or release retainage for line items on a funding invoice with the Funding tool. 

Background

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool. 

Steps

  1. Navigate to the project's Funding tool.
  2. Click the Invoices tab.
  3. Locate the funding invoice that you want to work with.
  4. Click the Detail tab.
  5. Click the Edit button. 
  6. Choose one of the following:

Set Retainage on All Line Items

Release Retainage on All Line Items