Hi all,
I'm working on the projects module and need to configure customer payment retentions for project invoices. I'm working only with fixed price projects, milestone invoicing.
On one hand, I have set up a category for retentions (it's the only category with "customer payment retention" check set to yes)
On the other hand, I've set up one customer retention term
And I set that term in the funding source in the project contract, expecting that when I create a new milestone, the milestone will automatically inherit that retention.
But when I create a new milestone, the percentage isn't inherited. Is this how it works? What's the point of the previous configuration if I have to manually set each retention level in the milestones?
Even so, I've manually set a 10% retention rate.
When I create the invoice proposal, I get the correct percentage and the correct retained amount.
When I register the invoice, I see that the base amount non taxable is double the retained amount (I've done several tests with different amounts), and the invoice value is incorrect. It should be 1000 - 100 + tax. Total 963
Furthermore, I receive this warning, although I can't detect that it's misconfigured.
Finally, I see that the invoice voucher is indeed incorrect due to the amount and because nothing is recorded in the withholding tax account.
Has anyone else encountered this scenario and can offer some advice? Thanks in advance.
Share
Report
All responses (
Answers (
671
