[JB] Change a Customer on an Existing JB Bill

Options to Change Customer

1. If the bill has NOT been interfaced (Status = Active):

   • You can change the customer directly in the customer field.

   • The system will show a warning, but you can save the change.

2. If the bill has been interfaced or is in Change status:

   • You cannot change the customer directly. You have two options:

3. Option 1 – Delete and Recreate:

   • Change the bill status to Delete and interface it.

   • Create a new bill with the correct customer.

4. Option 2 – Create a Negative/Interim Bill:

   • On the last bill for the old customer, create a negative bill using the “To Date Amount” values.

     • This brings the totals for the old customer to 0.00.

     • If retainage varies by line, use the AR Contract Item Detail report to adjust.

   • Interface this negative bill.

   • Then create a new positive bill for the new customer with the same amounts.

This effectively moves balances from the old customer to the new customer without deleting historical bills.