Before you include retention on an invoice, make sure you have:
Set up an account for
Created an item for
Created a Subtotal
To do this task
Create an invoice, but do not save and close it yet.
On the next blank line in the invoice, click the Item drop-down list and choose Subtotal. This will subtotal
On the next blank line in the invoice, click the Item drop-down list and choose Retention.
The Retention item will deduct 10 percent from the subtotal line above.
Click Save & Close.
Handle customer retention or