Bulk Release Retainage

Release retainage for multiple contracts at once so the subcontractor(s) can bill the general contractor for it.

  1. From your Dashboard, choose the project then select the Contract checkbox to select all listed contracts.
  2. On the right-hand side of the screen, select Bulk actions. In the drop down menu, select Release retainage.
    By default, the entire retainage value (100%) is designated for release.
  3. Select Confirm release.
Trimble Pay takes these actions:
  1. Changes all contract statuses to Retainage Pending Submission.
  2. Sends an email notification to the subcontractor that they can now invoice for the retainage amount you released.
  3. Prepares the subcontractor's retainage invoice for them, so all they need to do is select Sign and submit retainage and follow the normal billing steps. This triggers an email to your team notifying you that a retainage invoice is awaiting your review.
Once your team receives the email, review the retainage invoice and approve or decline it.