Many users — especially those dealing with clients like Aramco — are required to include a 10% retention (performance guarantee) line in their sales invoices
Aramco and similar companies will not accept an invoice unless this retention is clearly and explicitly shown
In the past, users have resorted to workarounds, such as:
Using the Withholding Tax field to represent the retention amount
Then manually editing the exported PDF to replace the wording “Withholding tax” with “Retention”
However, this method is no longer viable — especially after integrating Manager.io with the Saudi Fatoora platform, which requires invoices to be valid both in form and substance.
We kindly request that you consider adding native support for retention amounts in sales invoices, either as a dedicated field or a configurable label that replaces or supplements the withholding tax label
Use Special accounts for this. Create a control account “Retention” Settings>Control Accounts>Special Accounts and use that. But you have to manually input the retention amount.
Thank you so much for your helpful response
Yes, we already use Special Accounts for retention with some clients
However
for Com like Aramco, they require the retention to be clearly deducted from the total invoice amount
similar to how the withholding tax is shown not just as a line item under accounts
This is why the current Special Accounts method does not fully meet their invoicing requirements
Then current solution is to use Custom Themes.
And maybe if @lubos add support for deduction items for invoices just like Payslips they would appear as deduction from the total amounts.
That amount will be eventually paid by the customer (Aramco) to the supplier (OP) after a certain time period. I think this amount is usually withheld by the customer in case something goes wrong with the goods/services provided by the supplier.
