Open Customer Budget
- Open the customer record. Navigate to Customer tab | Misc tab.
- Click the Budget Schedule button to open the Customer Budget screen.
![](/download/attachments/21238006/image2016-6-24%2016%3A11%3A51.png?version=1&modificationDate=1466756145843&api=v2&effects=border-simple,shadow-kn)
Edit Customer Budget
- Open the Customer Budget screen.
- 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.
- Save the changes.
Delete Customer Budget
- Open the Customer Budget screen.
- Select the schedules to be deleted.
- Click Remove button.
![](/download/attachments/21238006/image2016-6-24%2016%3A12%3A46.png?version=1&modificationDate=1466756200490&api=v2&effects=border-simple,shadow-kn)
- Click Yes on the confirmation message.
![](/download/attachments/21238006/image2016-1-19%2016%3A46%3A27.png?version=1&modificationDate=1453193332097&api=v2&effects=border-simple,shadow-kn)
Note that budget date cannot be deleted if a payment was already made against it. - Save the changes.
Open Customer Budget
- Open the customer record. Navigate to Customer tab | Misc tab.
- Click the Budget Schedule button to open the Customer Budget screen.
![](/download/attachments/21238006/image2016-3-28%2010%3A37%3A19.png?version=1&modificationDate=1459132841197&api=v2&effects=border-simple,shadow-kn)
Edit Customer Budget
- Open the Customer Budget screen.
- 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.
- Save the changes.
Delete Customer Budget
- Open the Customer Budget screen.
- Select the schedules to be deleted.
- Click Remove button.
![](/download/attachments/21238006/image2016-1-19%2016%3A45%3A31.png?version=1&modificationDate=1453193332067&api=v2)
- Click Yes on the confirmation message.
![](/download/attachments/21238006/image2016-1-19%2016%3A46%3A27.png?version=1&modificationDate=1453193332097&api=v2&effects=border-simple,shadow-kn)
- Save the changes.
Open Customer Budget
- Open the customer record. Navigate to Customer tab | Misc tab.
- Click the Budget Schedule button to open the Customer Budget screen.
![](/download/attachments/21238006/image2016-1-19%2016%3A39%3A15.png?version=1&modificationDate=1453193331987&api=v2&effects=border-simple,shadow-kn)
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