1. Go to the “Invoices/PC” tab and select the corresponding invoice:

• Click “Invoice Selected Holdbacks”

2. Edit Holdback Amount:

• Select “edit”:

• Use the slide bar or manually enter the amount/percentage:

• Click “Accept.”

3. Review and send:

• Choose a holdback invoice name:

• Click “Accept.”
• Enter any necessary details (ie. client name and address):

• Select “Send Invoice” to finalize the holdback.