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Retainage on SM Billing

We have hundreds of open invoices showing up on AR Aging that are "short paid" but actually are retainage being withheld until the end of each calendar year. It really messes up our AR Aging report, so it would be great if we could separate retainage on SM Invoices

  • Guest
  • Dec 2 2022
Vista Apps / SM - Service Management
Company Silvertrek Systems
Job Title / Role Project Manager
I need it... Yesterday...Come on already
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    • Guest commented
      17 Mar 12:19

      Agreed, this is required ASAP.

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    • Nolan Peters commented
      14 Mar 17:49

      Agreed, this is needed ASAP.

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    • Kevin Jones commented
      28 Feb 17:31

      Need this feature ASAP! Manual adjustments are too cumbersome and this feature seems like it should have already been available out of the box. Especially if it's been on the suggestions list since 2022.

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    • Joel Storey commented
      28 Feb 17:26

      Having Retainage in SM is really important. Manually adjusting all invoices and then additional manual steps to release it is too cumbersome and error prone

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    • Derek Kruzicki commented
      October 11, 2024 15:25

      This would be helpful to have retainage in SM, this way I can do small construction jobs in SM, instead of forcing that special projects department to be in both SM and JC.

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    • diane adams commented
      December 09, 2022 17:40

      I agree this should already be part of the software

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