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

Note:

• If the bill has Released Retainage, follow the Resolution section instead.

• If the bill was created in Accounts Receivable (AR), see How to Delete an AR Invoice in a Closed Month.

Steps:

1. Open the bill in JB Progress Billing.

2. Change the Status to D-Delete and Save.

   • If a message appears about Change Orders, go to the Info tab > Change Orders, delete all ACOs, then set the bill to Delete.

3. Go to JB Interface. Select the original bill month/year.

4. Check the Interface box next to the bill and click Post.

5. Open the batch in an open month, click OK, then Validate, Preview, and Post.

The bill is now fully removed from JB. An "In and Out" transaction will also appear in AR, GL, and JC.