Overview of Own Email ID

Process to Activate Email Service in Marg Wallet

Process to Send Bill Through Own Yahoo ID in Marg Wallet

Overview of Own Email ID

• Marg Wallet provides the flexibility to activate or deactivate services as needed. The user can access a range of services directly through Marg ERP Software including Bulk GSTIN Verification, PDF Import, WhatsApp, Email, SMS, Smart Documents, and more.
• Now, through the Email Setup Plan, the user can send bills and all types of emails, including Outstanding Payment Reminders, using their own email ID, such as Gmail or Yahoo.

Process to Activate Email Service in Marg Wallet

Note: Firstly, the user needs to Activate Marg Wallet.

• Go to Digital > Marg Wallet > Activate Services.

• Click on 'SMS/Email/WhatsApp'.

• Now, the user will place a check mark on 'Email' service.
• Click on 'Submit' button.

• Now, click on 'Email Setup' button.

• In 'Email ID' field, the user will enter the Yahoo ID through which bills, outstanding payment reminders, etc., need to be sent to the party.
• In 'App Password' field, the user will enter the app password, which will be generated in the Yahoo ID.

In order to generate an App Password, the user will follow the steps mentioned below.

• To generate the Password Login to 'Yahoo Account'.

• Click on 'Profile' icon.

• Now the user will click on 'Add or manage accounts'.

• Now click on 'Account info'.

• The user will go to 'Security' tab.

• Scroll down the page and click on 'Generate app Password'.

• Click on 'Get Started'.

• The user will mention 'MARG ERP' and click on 'Done' button.

Fig 1. The user can view that the password is shown in 'Generate App Password' window and they can choose to either copy it or capture a photo of the generated password.

Note: This Password will only show once, that's why save it for future use.

• The user will enter Yahoo ID & App Password.
• Then, click on 'Submit' button.

Process to Send Bill Through Own Yahoo ID in Marg Wallet

• The user will create the sale bill as per the requirement, and while saving the bill, select 'Yes' in the 'Send Email' option.

After following the above steps, the user can view the Email will be Sent through Own Yahoo ID in Marg Wallet.