video1.0<iframe src="https://www.loom.com/embed/2dbff5bbfdae403e89ed6c450abff6e3" frameborder="0" width="1894" height="1420" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14201894Loomhttps://www.loom.com14201894https://cdn.loom.com/sessions/thumbnails/2dbff5bbfdae403e89ed6c450abff6e3-9fdb9f621b463d1e.gif254.217This Loom explains how to move client money in cash receipts by reallocating an existing retainer credit to pay another open invoice in a single window. The speaker notes that moving money does not change the cash balance because it only reallocates funds already recorded. They go to Accounting, then Cash Receipts, choose Add, and select Move Client Money, selecting the Project option, the credit invoice as the “Move From,” and the open invoice to “Apply to” with an amount of $1,050. They confirm the payment details (defaulting to cash) and use Save and Post to record the transfer, then verify it in cash receipts and on the project invoice PDF showing a $0 balance.