User has a credit memo for a client that has been partially used. It was for a project that is now closed and has a remaining balance that needs to be applied to another project or client. How can the credit be set up to be apply to other projects?
Credit memos can only be used on projects that have invoices. Projects without any billings and outstanding balances can't attach credit memos. If this isn't possible in your case, the next best solution would be to write out checks for overages.