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How to Configure Settings & Preferences Before Creating the First Bill in MargBooks?
Overview of Configuring Settings & Preferences Before Creating the First Bill in MargBooks
Process to Configure Settings & Preferences Before Creating the First Bill in MargBooks
Overview of Configuring Settings & Preferences Before Creating the First Bill in MargBooks
- In MargBooks, users can configure important settings and preferences before creating the first bill to ensure smooth and accurate billing operations. This includes managing transaction settings, billing preferences, stock handling options, discount configurations, ledger settings, and selecting the default GST invoice template according to business requirements.
Process to Configure Settings & Preferences Before Creating the First Bill in MargBooks
- Go to Sale > Bill.
- User can view the GST Invoice List, browse available invoice templates using the Prev. and Next options, and select the required GST invoice template.
- User can click on the Set As Default button to apply the selected template as the default invoice format and view the “Set Successfully” confirmation message.
- User will click on 'Create Invoice' button.
- The user will view the Set Transaction Preferences window.
- Billing Requirement.
- Discount & Sale Logic.
- Stock & Product Handling > Stock Nefative Allowed.
- Stock & Product Handdling > Cursor wait on Item.
- Ledger & Charges.
- User will click on 'save' Button.
After completing the above steps, the user can easily configure the required settings and preferences before creating the first bill and create the sale bill as per the requirement in MargBooks.
