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

JB Progress & T&M Bills can be edited in an open or closed month, even if they have been interfaced.

Exceptions to this are:

• Released Retainage cannot be edited if the month is closed.
• Released Retainage should not be changed if a payment or other transaction has been applied to the Release Retainage Bill in AR. Changing Released Retainage amounts will cause the bill to have errors at Interface.
• Change Orders cannot be added or deleted to bills in closed months.

1. Open the bill, make the needed changes or set the bill to 'Delete' status, if deleting.
2. Save
3. Interface the bill in JB Interface. 
   1. If you need to make changes to retainage by Item, enable the Retainage columns on the Items tab by clicking Options >> Item Retainage Entry.
      1. Regardless if a bill has been interfaced or not, a bill can be modified in the JB Progress Billing form.
      2. To edit the Bill, open it and make the necessary changes. 

Note: Your GL Trial Balance will reflect the original invoice and then another transaction with the additional or subtracted amount. It will not post the complete new total as one transaction.