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shirley5
Level 1

I entered invoices with retentions. i have been paid in full by customer but balances still showing on retention report. how do i remove these?

 
3 Comments 3
DarellA
QuickBooks Team

I entered invoices with retentions. i have been paid in full by customer but balances still showing on retention report. how do i remove these?

Hi @shirley5,

You would just have to remove the entered retention in your Invoice page so balances won’t show on your retention report. Let me guide you through the steps.

  1. Open your Retention Report by selecting Run Report under the Action drop-down. 
  2. Click on the amount. You’ll then be routed to the Invoice page.
  3. In the row where the retention item is included, choose the delete (trash) icon.
  4. Select Save and close.

 

Once done, you would need to receive payment for the remaining balance of the invoices wherein you entered the retention.

 

You can also check this article for future use: How to Memorize a Report.

 

In case you need other help, I’m always here to assist you.
 

Malcolm Ziman
Level 10

I entered invoices with retentions. i have been paid in full by customer but balances still showing on retention report. how do i remove these?


@DarellA wrote:

Hi @shirley5,

You’ll then be routed to the Invoice page.

In the row where the retention item is included, choose the delete (trash) icon.

Select Save and close.

 


 


It's not a good idea to change historical transactions

Curious3
Level 2

I entered invoices with retentions. i have been paid in full by customer but balances still showing on retention report. how do i remove these?

To clear retention balances for my customers I create an invoice using the Retention item for the total withheld on previous invoices then apply payment to the retention invoice.

 

You should avoid changing the amounts on historical invoices.

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