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How to view Mode of Payments Report in Marg Books ?

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Overview of Mode of Payments Report in Marg Books

Process to View Mode of Payments Report in Marg Books

Other Filters of Mode of Payments Report in Marg Books

Overview of Mode of Payments Report In Marg Books

  • Multi of Payment Report provides you the detailed information about the ways from which the user has taken the payment from their customers i.e. Bank, Cash, Card etc. 
  • The user can also view the transaction for the particular month which provides the detailed information about the inflows of Cash & Cash equivalents in the firm and in fact with the separate months.
  • The user can also share the report on email, WhatsApp, etc. as per the requirement.

Process To View Mode of Payments Report In Marg Books

  • Firstly, click on 'Report'.

  • The user will click on 'Inventory Report'.

  • Then, Click on 'Mode of Payments' under the 'Others' heading.

  • The user can select the period to view the Mode of Payments report accordingly. Alternatively, the user can select the 'Custom' option to enter specific dates as per the requirement.
  • Suppose select 'This Year'.

  • In 'Operator' option, the user will click on 'Dropdown' button ( as shown in the below image ).

  • The user will place a 'Check' mark against the Operators whose report needs to be viewed.
  • Suppose select 'All' by checking the top box.
  • Then, click on 'Ok' button.

  • Click on 'Ok' button.

Other Filters of Mode of Payments Report in Marg Books

  • The user will click on 'Date' option.

  • The user will enter the date in 'From and To' option as per the requirement.
  • Click on 'Ok' button.

a. Monthly: The user will click on 'Monthly', in order to view Monthly Mode of Payment Report.

b. Daily: The user will click on 'Daily', in order to view Daily Mode of Payment Report.

c. Excel Icon: The user will click on Excel Icon to generate Mode of Payments Report in excel.

d. PDF Icon: The user will click on PDF Icon to generate Mode of Payments Report in pdf.

e. Print Icon: The user will click on Print Icon to print the report.

Suppose click on 'Excel'.

After following the above steps, the user can view that Mode of Payments Report will get generated in Marg Books.


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