[JB] How to Delete or Void a Billing from a Prior Closed Month

If the bill was created in Job Billing and it does not have Released Retainage on it, follow the steps in the Resolution section. Job Bills can be changed or deleted in closed months, and the changes interfaced to an open month.

Note: If the bill was created in Accounts Receivable and the Month is closed, please refer to the steps on How to Delete an AR Invoice Entry in a Closed Month in our Knowledge Base. 

1. Open the bill you wish to delete in JB Progress Billing.

2. Change the Status of the bill to D-Delete and Save. 
   Note: You may get a message that Change Orders exist on the bill and have to be deleted. If that message pops up, go to the Info tab of the billing and into the Change Orders button and trashcan all ACO's there. They will pull in again on another bill. Vista will then allow you to set the status of the bill to 'Delete'.

3. Interface this bill in JB Interface, by selecting the original bill month/year and press tab. Delete out 'Created By' and tab to see all bills. Check the Interface Box next to the bill to be interfaced and Press the Post button.

4. You will have to post the batch in an open month > open the batch, click OK, then Validate, Preview reports and Post.

5. You have now removed the bill completely from JB. In AR, there is an "In and Out" transaction as shown below. (This is also the case in GL and JC)