video1.0<iframe src="https://www.loom.com/embed/29184b36012d42ae95c4f573606591d4" frameborder="0" width="1894" height="1420" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14201894Loomhttps://www.loom.com14201894https://cdn.loom.com/sessions/thumbnails/29184b36012d42ae95c4f573606591d4-84115d66adeb27a2.gif464.933This Loom explains how to move funds in the accounting system using the Cash Receipts function. It first demonstrates moving a retainer to a proposal by selecting the project, leaving total payment amount at zero, entering payment type check with a check reference description like moving retainer, and adjusting the retainer line with a minus 2000 and the proposal to 2000, then saving and posting after confirming the difference is zero. It then shows moving a client credit or refund credit memo to another invoice by selecting both documents, leaving total payment amount at zero, and editing the invoice amount to match the credit, then saving and posting so the credit applies to the invoice.