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在主合同工具中设置或返还业主发票的保留金（旧版）

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此页面详细介绍了业主发票的旧体验。借助旧版体验，这些步骤也可以使用开发票工具执行。请参阅设置或返还业主发票上的保留金（旧版）。现代化体验中没有等效页面。相反，编辑保留金值的功能现在是 使用合同的会计方法更新明细项 中 编辑业主发票的 一部分。

 Legacy Content
This page details the legacy owner invoice experience. A modernized experience is also available. 

目标

使用主合同工具，设置或返还业主发票上的明细项的保留金。

背景

You can use the steps below to:

  • Set the Retainage Amount. Enter a percentage to calculate the withholding amount. This percentage will be applied to all of the line items on the invoice. For example, enter 10% to withhold 10% on each invoice line item. 
  • Release the Retainage Amount. Enter a percentage to calculate the amount to release on the invoice. This moves the calculated amount from the 'Currently Retained' column to the 'Released this Period' column in the prime contract. You can adjust this amount to perform a partial or full release as follows: 
    • A partial release indicates an amount is being withheld. For example, you would enter 50% if you are halfway through the project and your invoice is for a progress payment.
    • A final release means you are releasing the full amount and retainage is no longer being withheld. For example,  you would enter 100% after all of a project's contractual obligations are substantially complete and your invoice is for final payment.

需要考虑的事项

  • 所需用户权限：
    • 项目主合同工具的“管理员”级别权限。

先决条件

步骤

  1. 导航到项目的主合同工具。
  2. 点击发票标签页。
  3. 找到要使用的业主发票。
  4. 点击详细信息标签页。
  5. 点击编辑按钮。
  6. 选择以下选项之一：

设置所有明细项的保留金

  1. Under Set Retainage on All Line Items, do the following:
    set-retainage.png
  2. Enter the percentage to withhold in the Work Completed box. 
  3. Click Set.
  4. Enter the percentage to withhold in the Materials Stored box. To learn more, see How do I bill for stored materials in Procore? (Legacy)
  5. Click Set.

返还所有明细项的保留金

  1. Under Release Retainage on All Line Items,  do the following:
    release-retainage.png
  2. Enter the percentage to release in the Work Completed box. 
  3. Click Release. 

另请参阅

 

If you would like to learn more about Procore's prime contract software and how it can help your business, please visit our construction contract management software product page icon-external-link.png.