Hello, 

I hope you can help with the following:

Current Situation:

Customer A in Accounting has invoice that was converted from estimate (no payment yet)

Customer B has estimates / invoices and payments

Objective:

For Customer A and Customer B to become Projects (names changed) under Customer A's Name

What I have completed and tried:

Created 2 projects under Customer A's name

Attempted to change name on invoice in Customer A to Project under the account but it then deletes everything off the invoice - therefore I do not save. 

What are the steps to simply move the transactions to projects?

Thanks in advance!