An owner approves release of $2,000 against an invoice with $5,000 still held. Keep both amounts at hand when you open the original document in Acumatica. The release should bill the approved $2,000 and leave $3,000 held on the source invoice.
Acumatica documents the Release Retainage action on Invoices and Memos (AR301000). It opens the Release AR Retainage form (AR510000), where you review the settings before running the release. Check the steps and permissions in the version you use. Acumatica’s Invoices and Memos reference.
Verify the release against the original invoice
In a test company, open the resulting document and trace it back to the source invoice. Check the release amount and date against the owner’s approval. If you can see the new bill but can’t verify the remaining $3,000 on the source, stop before sending the bill and ask the billing owner to reconcile the two records.