The flowing steps can be used to "move" the unused open advance amount from one project to another.

You will be creating a total of three invoices, with the end result leaving Project A with no Open Unapplied Advance Billings. And then Project B now having that advance amount open.

NOTE: These steps do not change the amount of the Total Advance Billings, only the Open Unapplied Advance Billings.

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Project to Project

Invoice 1

1a. Create a revenue invoice for the advance amount open on Project A (in the header details).

1b. Blank out the project on the invoice line.

1c. Note the sales account on the line.

1d. Apply the advance to the revenue invoice.

* Project A should now reflect there is no longer an Open Unapplied Advance Billings.

Invoice 2

2. Create an advance invoice for Project B for the amount above.

* Project B should now reflect there is an Open Unapplied Advance Billings.

Invoice 3

3a. Create a credit memo invoice for Project B (in the header details) for the amount above as a credit (negative).

3b. Blank out the project on the invoice line.

3c. Note the sales account on the line, it should be the same as Invoice 1.

3d. Apply to the advance invoice on Project B.

* This will wash out the amounts at the GL level. And the advance on Project B now shows as paid.

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And similar, if you are trying to move advance amounts from one campaign to another, give this a try.

Campaign to Campaign

Invoice 1

1a. Create a revenue invoice for the advance amount open on Campaign A.

1b. Blank out the campaign in the invoice details.

1c. Note the sales account on the line.

1d. Apply the advance to the revenue invoice (Invoice 1).

* Campaign A should now reflect there is no longer an Advance Amount Open.

Invoice 2

2. Create an advance invoice for Campaign B for the amount above.

* Campaign B should now reflect there is an Advance Amount Open.

Invoice 3

3a. Create a credit memo invoice for the amount above.

3b. Blank out the campaign in the invoice details.

3c. Note the sales account on the line, it should be the same as Invoice 1.

3d. Apply to the advance invoice (Invoice 2) on Campaign B.

* This will wash out the amounts at the GL level. And the advance on Campaign B now shows as paid.