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1. Open the customer record. Navigate to Customer tab | Misc tab.
2. Click the Budget Schedule button to open the Customer Budget screen.
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Edit Customer Budget

1. Open the Customer Budget screen.
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2. Make the necessary change on Budget Date or Budget Amount. Note that you cannot edit a budget schedule when its date is in the past.
3. Save the changes.

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1. Open the Customer Budget screen.
2. Select the schedules to be deleted.
3. Click Remove button.
   
4. Click Yes on the confirmation message.
   
5. Save the changes.