Part II - Complete the Payment Plan Fields

  1. The Payment due is the date the invoice should be paid, as calculated from the payment terms entered for the selected Vendor.
  2. The Retention percentage amount is calculated and displays. A percentage amount may be entered.
  3. The Retention amount from the subcontract file will display, but may be overwritten if desired.
  4. The Hold payment check box defaults to clear or selected, based on the hold status selected in the Vendor setup.
  5. The Check/Credit Card, Paid by Instant Check, or Credit Card Purchase button does not display if the current transaction is on hold, or if there is a non-zero retention amount.