Working with 3-Accounts Receivable > 3-5 Jobs (Accounts Receivable) > Accounts Receivable Retention > Editing statements to bill for retention

Editing statements to bill for retention

To edit a statement to create an invoice for retention:

1 Open 3-4 Statements.
2 The Report Window opens.
3 On the menu bar, click Edit, then click Form Design.
4 Consider maximizing the Form Design window to bring everything into view.
5 Delete the form title, Statement, and enter a new title.
6 Delete the gray detail box.
7 In its place, type a sentence such as the following: This invoice requests payment for all previously withheld retention.
8 Do any of the following:
a Delete the Aging text boxes and the boxes.
b Delete the Contract Summary boxes.
9 On the File menu, click Save.

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