In Marg Software, the user has the facility to share Bills via Email / WhatsApp through the Marg Wallet feature. With the help of this process, the user can set the Default Format for Bill to share on Email / WhatsApp as per the requirement.

1. For Email Setup Click Here.

2. For WhatsApp Setup Click Here.

• Go to Masters > Marg Setups > Control Room.

• A 'Control Room' window will appear.
• The user will select 'SMS/WhatsApp Setup'.

• A 'SMS Setup' window will appear.
• Now click on ‘Accept’.

• A 'SMS Setup' window will appear.
• In 'PDF Format for Email' option, the user will click on 'Select'.

• A window will appear, in 'Format' option, the user will select the type of format that needs to be set.
• Suppose select 'GUI'.

• Now the user will select the Format Name that needs to be set.

• The user will now press 'ESC' key twice.

• Now click on ‘Yes’ to save the changes.

After following the above steps, the user can set Default Format to Email / WhatsApp Bill through Marg Wallet.