About the JB Invoice Purge Form

Use this form to purge invoices.

You can purge invoices for a single contract, single AR customer, single billing number, or all invoices through a specific invoice date.

Until purged, you can edit, change, and re-print invoices. The Purge Invoices in Open Months option allows you to purge invoices in an open month; however, you will typically want to leave this option unchecked to prevent the system from purging invoices with an open billing month. Check this box when purging by contract.

Note: Because the progress billing forms look back at previous invoices, do not purge any invoices from a progress-type contract until the contract is finished.

The purge process determines invoices to purge as follows:

  • If the bill status is ‘A-Active’ – These bills will be deleted as long as they meet the specified criteria and do not exist in a JB Interface batch.

  • If the bill status is ‘C-Change’ or ‘D-Delete’ – These bills will never be deleted. You will need to interface the bills first, then re-run the purge process.

  • If the bill status is ‘I-Interfaced’ or ‘N-Never Interfaced’ – These bills will be deleted as long as they meet the specified selection criteria.