Open Customer Budget
- Open the customer record. Navigate to Customer tab | Misc tab.
- Click the Budget Schedule button to open the Customer Budget screen.
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.
- Click Yes on the confirmation message.
- Save the changes.
Overview
Content Tools