How to Add Customer Budget Schedule

Customer Budget is a simple process to require a budgeted payment each month, regardless of the actual activity level. Below are the steps in setting up a customer budget.

1. Open the customer record. Navigate to Customer tab | Misc tab.
2. Fill out the budget related fields.
   1. Budget Begin Date. Enter the starting date of the new budget schedule to be generated. You can click on the mini-calendar button and select the date, or manually type the date.
   2. Monthly Budget. Enter the default monthly amount of budget.
   3. No of Periods. Enter the number of periods the budget will be generated.
      
3. Click the Budget Schedule button. This will generate the budget based on above details.
   
4. Save the Customer Budget.