How to Edit or Delete Customer Budget

Open Customer Budget

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

Edit Customer Budget

1. Open the Customer Budget screen.
   
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.

Delete Customer Budget

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.