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. When 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 methods to transfer a prepayment. |
Use two milestones to transfer the remaining balance. We'll use a PO for the sake of clarity.
You now have a new prepayment amount on the new PO. |
Temporarily invoice at a higher level to consume the prepayment.
Keep in mind that the higher level invoice will get time/cost/milestone from all available items in that category. So if you switched to Client level invoicing you could potentially sweep in time/cost/milestone from all of that client's projects. Make sure you only bill what you are supposed to until the prepayment is consumed. |
Void and reissue.
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