How can I setup the project invoice to auto-retention with specific presentation from the on account invoice (Advance payment invoice )

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Posted on by Maged Salah

Dear All

Our customer is creating an invoice for advance payment, then when he creates a project invoices, he made a dedication form on account invoice, the system is let us select the amount manually. I know that some setups can make the automatically so when creating a project invoice, it automatically deducts a percentage from the on account invoice. SO can someone help me with this issue

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Maria Pasnicu on at

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Hi,

I am not clear when you-re saying "auto-retention" are you referring to Customer retention terms?

Then when you say - customer "made a dedication form on account invoice" -> does this mean there is a customization in place?

Thank you.

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