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How to Configure Online Budgets and Budget PDFs

How to Configure Online Budgets and Budget PDFs

Learn how to configure Online Budgets and Budget PDFs!

Updated over 3 months ago


To Customize the Online Budget:

STEP 1 – Access

Click on the Profile Picture Icon in the upper-right corner > Settings > Budget Preferences > Online Budget.

STEP 2 – Customize the Budget

In the Online Budget section, you can add:

  • A banner image

  • A footer image

  • Colors for the Header Background and Header Text

The header information will be automatically filled by the system.


To Customize the PDF:

STEP 1 – Access

Click on the Profile Picture Icon in the upper-right corner > Settings > Budget Preferences > Budget PDF.

STEP 2 – Customize the PDF

In the Budget PDF section, you can also add a banner image.


If you still have questions, please contact support or reach out via WhatsApp.

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