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How to Add Payment Plans via Budget 2.0

How to Add Payment Plans via Budget 2.0

Learn how to add Payment Plans to the Budget.

Updated over 3 months ago


Step 1 – Access

Click on Budget in the Top Menu > Public Budgets.


Step 2 – Create a New Budget

Click on "New Budget."


Step 3 – Add Items

Add Courses, Accommodations, Insurance, Add-ons, and Experiences from the options you created.


Step 4 – View the Quotes

Click on "View Quote" to see the items you’ve added to each option.


Step 5 – Add a Payment Plan

Click on "Add Payment Plan."


Step 6 – Fill in the Payment Plan Information

Enter the Payment Plan details, such as payment method, due date, installments, and other relevant information.


Step 7 – Save the Payment Plan

Click on "Save."


Step 8 – Finalize the Quotes to Create Them

Review the items you’ve added and click on "Finish and Save Quotes."


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

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