[JB] How to Change or Delete an Existing JB Bill

Overview:

• JB Progress & T&M Bills can be edited in open or closed months, even if interfaced.

• Exceptions:

  • Released Retainage cannot be edited in closed months, especially if a payment exists in AR.

  • Change Orders cannot be added or deleted in closed months.

Steps:

1. Open the bill in JB Progress Billing.

2. Edit the bill as needed, or set the status to Delete if removing it.

3. Save the bill.

4. Interface the bill in JB Interface.

5. To edit retainage by item, enable it via Options > Item Retainage Entry on the Items tab.

Note:

• Editing a bill creates a new GL transaction for the changes; the original invoice remains.

• Total is not posted as one combined transaction.