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I'm trying to create a retainage invoice in QI, and I'm having a great deal of trouble. I've been able to create the form in maintenance, but I'm not able to figure out what/where the specific specs should go, and then how/where to apply the dollar amounts when actually putting the invoice into QI.
For ex:
Body of invoice - could be several lines of text with each line representing a. original contract; b. change order #1; c. change order #3

Total section is:
Subtotal: representing Total of dollar amounts in body (ie: a + b + c).
Total Complete: Represents total billed this inv.
Retainage: Is Retainage for "Total Complete"
Total earned less Retainage: Is "Total Complete" less "Retainage"
Previously Appl. Inv.: Is amt. previously billed.
Current Payment due this Inv.: Is "Total Earned Less Retainage", less "Previously Applied Invoices"

I'm stumped, and would appreciate your help. Thanks so much.....
Karen