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How to Email Party Outstanding Report through Marg Wallet ?

271

Ans.1

Note: Firstly, the user needs to do Email Setup.

  • Go to Books > Outstandings > Party Wise.

  • A 'Party Wise' window will appear.
  • The user will select the options as per the requirement.
  • Click on 'Ok'.

  • A 'Ledgers' window will appear.
  • The user will select the ledger whose outstanding needs to be emailed.
  • Suppose select 'Kajal'.

  • A Party Outstanding As on window will appear.
  • The user will press 'Alt+P' key.

  • A 'Reports' window will appear.
  • The user will select the type of report as per the requirement.
  • Suppose select 'Outsanding List => Party Wise'.

  • An 'Outsanding List => Party Wise' window will appear.
  • The user will select the options and click on 'View'.

  • The report will get generated, now the user will click on the Email box icon.

  • A 'Marg Mailer' window will appear.
  • In 'To', the user will press 'Enter' key.

  • 'Get Email From' window will appear.
  • The user will select 'A/C' Ledgers'.

  • A 'Ledgers' window will appear.
  • The user will select the ledger to whom email needs to be sent.
  • Suppose select 'Kajal'.

  • The Software will auto pick the Email ID from ledger in 'To' field.
  • Then click on 'Email' button.

  • The user can view a PDF of Party Outstanding will get emailed to the customer.

Fig 1. View of Party Outstanding.

After following the above steps, the user can Email Outstanding report through Marg Wallet.


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