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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
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Associate Agreements with Retainers
<p>Retainers can be associated with agreements in OpenAir. This is beneficial in instances where there are multiple agreements and retainers established for a customer. Users can link a specific retainer to a specific agreement. To create an agreement, users with the appropriate role privileges navigate to Account > Account > Invoices > Agreements. From the Create dropdown, select "Agreement". To associate a retainer with an agreement, navigate to Invoices > Invoices. From the Create dropdown, select "Retainer". Select a "Customer" and associated agreement. Please note that the retainer amount cannot exceed the amount of the agreement. When creating or editing