If you use retention terms that are based on an invoiced amounts schedule, set up the progress amount retention terms.

Example

Retention schedule:

Retention calculation:

Standard procedure

1.	Click Project management and accounting -> Setup -> Retention -> Progress amount retention terms.
2.	Click New and enter a description.
3.	On the Schedule pane, click Add line and fill in the fields.
	Note: You only can fill in the Amount to and the Percent to retain. The Amount from is automatically determined based on the highest entered To amount.