Overview of Debit Note in Marg Books

Process to View Debit Note Book Report in Marg Books

OVERVIEW OF DEBIT NOTE IN MARG BOOKS

• Debit Note Book option in Marg Books provides a detailed list of all the created debit note vouchers/transactions during a period.          

•  The user can modify, delete and print the Debit Note Voucher as per the requirement. Apart from this, the user can also share the Debit Note Voucher via WhatsApp, Email & Google Drive as per the requirement.

PROCESS TO VIEW DEBIT NOTE BOOK REPORT IN MARG BOOKS

• Firstly, click on the 'Report'.

• A 'Combined Report' window will appear.

• Select ‘Debit Note' option under ‘Books of Account’ tab.

• A ‘Books of Account: Debit Note’ window will appear.

• The user can view the details in the Debit Note i.e. Date, Voucher No., Particular, Debit and Credit amount.

• In order to apply date filter, click on the ‘Date’ tab given in the Shortcut keys from the right side of the window.

A 'Date filter' window will appear.

• In ‘From’ and ‘To’ fields, mention the dates i.e. from which date till which date the user needs to view the Debit Note Book Report.

• Suppose select ‘1-02-2022’ to ‘31-03-2022’.

• Click on 'Ok'.

• The user can view the Debit Note Book is been generated of the selected dates.

• The user can press 'Enter' on that particular entry to view the Debit Note Voucher.

• A ‘Modify Debit Note Voucher’ entry will appear.

• Apart from it, the user can modify, delete and print that Debit Note Voucher.

• For now click on ‘Back’ button.

The user can share the Debit Note Book Report of the customers/parties via different options:

1. WhatsApp: Select this option if the user needs to share the Debit Note Book Report through WhatsApp.  

2. Email: Select this option if the user needs to share the Debit Note Book Report through E-mail.

3. Drive: Select this option if the user needs to share the Debit Note Book Report through Google Drive.

• The user can refresh the Debit Note transactions of the Debit Note Book Report by clicking on the 3 horizontal lines as per the requirement.

• Export: With the help of this option, the user can Export the Debit Note Book Report of a respective customer/party in any format (Excel, PDF, Word, CSV, etc.) 

• An ‘Export’ window will appear. Select the ‘File Type’ as per the requirement.

• Suppose select ‘Excel’.

• Then click on ‘Save’ tab’.

• The user can view that the ‘Excel’ file has been generated.

Fig 1: Process to Export Debit Note Book Report in Marg Books 

• In order to Print the Debit Note Book Report of a respective customer/party, click on the ‘Print’ icon as per the requirement.

Fig 2: Process to Print Debit Note Book Report in Marg Books