Page 80 - Unanet AE: Introduction to Project Management

Activity 3.3 – Apply Retainers to Invoices
In this activity, you will apply a retainer to an invoice.

Activity Steps

1. Navigate to Accounts Receivable > PA Bill Review. The PA Bill Review applet
opens.
2. Verify <Today’s Date> displays in the As of field.
3. Select the Load button.
4. Select Back Cove Pedestrian Bridge from the Projects pane.
5. Select the Edit button in the (unlabeled) Amount field for Current Retainer. The
Current Retainer Amount window opens.
6. Type 7500 in the Enter the current retainer value. field.
7. Select the OK button.
8. Select the Save button.

Tour 3.4 – Review the Updated Retainer Details

Watch this video overview of how to review updated retainer details after
applying a retainer to an invoice.

LESSON 3: RETAINERS ©2024 Unanet. All rights reserved. 80