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1. Navigate to Users → Website Users.
   
   
2. Use the User Search tool to find a particular user.
   
   
3. Click Edit for the User.
   
   
4. In the Customer Details section, click the Budget button for the Customer Account you want to add the budget limit to. (Note - there may only be one Customer account.)
    
   
   
5. In the 'User Budget Management' popup, enter budget limit details. Budgets are set to a period defined here. Once the period has finished, the system will reset the budget (until it is deleted).  
   
   Budget Amount: Allocated budget amount for the period
   Used Budget: (Display field only.) Amount from the set budget used up in the period is automatically calculated from online orders made by the user.  
   Budget Period: select from the dropdown list  
   Budget Period End Date: End date for the first period. The Budget will be reset after this date. check
   Notification Email: User's email address if budget notification emails ('budget remaining' and 'budget expiring soon') are to be scheduled
   Warning Email Frequency: How frequently 'budget expiring soon' emails are to be sent
   
   
6. To save this budget, click the Update Budget button. 
   
   

ii. Bulk Import (and Export) User Budgets

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Budget Remaining and Budget Expiry emails can be scheduled to be sent periodically to users. The default Budget Remaining email provides information about the user's budget details, for instance, the amounts used and remaining. What is included in the message can be customised in the Budget Remaining Message widget.


The default Budget Expiry Warning email alerts the user that their budget period is expiring soon, and includes details about the amounts used and remaining. What is included in the message can be customised in the Budget Expiry Warning widget.  

Scheduling notification emails are website functions available to the administrator. . If your site already has Customer Budget Emails scheduled, the users will receive budget notifications. If not, you can set it up.

To schedule Budget notification emails,

1.  Login to your website.
   
   
2. Go to Settings → Scheduler Maintenance. 
   
   
3. Select New.
   
   
4. In the 

What a user will see

Related help

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