Navigation: Client Administration > Search for an Existing Client > Edit Client > Budget > Budget Items > Print Budget

After you have completed a client's budget by filling in all their income and expense items, you can generate a formal, printable document for the client to review and sign.

Step-by-Step Guide

1. Navigate to the Budget: Find the client and go to their Budget tab. From the list, select the specific budget you wish to print.

2. Open Budget Items: With the budget highlighted, click the Budget Items button.

3. Initiate Printing: On the "Budget Items" screen, click the Print Budget button.

4. Generate the Document: The system will generate the report. Click on the hyperlink labelled "HTML: Client Budget" to open the document.

5. Print for Signature: A new browser tab or window will open, displaying the budget with all the completed fields. Use your browser's standard print function to print a physical copy for the client to sign.