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Sometimes clients want you to transfer prepayments between invoices in Projector. For example, if they have left over money on a PO they want to apply somewhere else. Or, the client may have no idea you need to roll over a prepayment. You may create new projects each year for a client and want to rollover a balance from the old project to the new project.

Projector associates a prepayment with a specific invoicing level. If you bill at the project level, then the prepayment is tied to that project. If you bill at the PO level, then the prepayment is tied to the PO. Problems arise when you want to use that prepayment on a different project or POWhen you create an invoice, it is associated with a certain scope. Client, PO, Engagement, or Project. The balance is available only for that scope. For example, a project-scoped invoice's prepayment is only available to other invoices for the same project. An engagement-scoped invoice can be used for any engagement-scoped invoice under that engagement.

This help document explains how methods to transfer the a prepayment.