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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.
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.
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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