Overview of Outstanding Reminder

Process To Activate Outstanding Reminder Service In Marg Wallet

Process To Schedule Outstanding Reminder In Marg Software

Process The Set Due Days For Party In Marg Software

Process To Create Sale Bill In Marg Software

Overview of Outstanding Reminder

Payment reminder messages on WhatsApp can be a powerful tool for businesses, Marg ERP offering a range of benefits:

Improved Cash flow:

• By prompting customers about outstanding invoices, businesses can get paid faster, leading to smoother cash flow and improved financial stability. This can free up resources for other areas of the business.
• Studies show that timely reminders can significantly reduce the number of late payments, sometimes by as much as 30%.

Reduced Cost:

• Automating payment reminders saves time and resources compared to manually contacting customers. This frees up staff for other tasks and reduces administrative costs.
• Fewer late payments mean less time and effort spent chasing payments, further reducing costs.

Enhanced Customer Relationships:

• Well-crafted reminder messages can be professional and friendly, reminding customers without being confrontational. This can help maintain positive relationships with customers.
• Offering multiple payment options and easy ways to make payments can improve customer satisfaction.

Increased Efficiency:

• Automated reminders can streamline the payment collection process, making it more efficient and less time-consuming.
  By segmenting customers and tailoring reminders based on their behavior, businesses can target their efforts more effectively.
• By implementing effective payment reminder messages, businesses can reap numerous benefits, leading to improved financial health and stronger customer relationships.

Process To Activate Outstanding Reminder Service In Marg Wallet

Note: The user needs to Activate Wallet in Marg Software.

• Go to Digital > Marg Wallet > Activate Services.

• Click on 'SMS/Email/WhatsApp'.

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

Process To Schedule Outstanding Reminder In Marg Software

• Go to Digital > Marg Wallet > Schedule O\s Reminder.

The user can set Outstanding Reminder by 2 Ways.

Process 1:

a. General Setup: If the user sets Outstanding Reminder in general Setup then, the outstanding reminder will be set for those parties whose party-wise scheduler is not set.

• Click on 'Edit'.

• In 'Schedule' option, the user will select on which basis the reminder needs to be sent.
• Suppose select 'Bill By Bill'.

• Click on 'Save' button.

• A Marg ERP 9+ alert of 'Do you want to save ?' will appear, click on 'Yes'.

• Now the user can mention the number of days before which the reminder needs to be sent along with the scheduled reminder day.
• Suppose mention '2'.
• For example, as per the schedule, the reminder should be sent on '10 July 2024' and as we have mentioned the reminder should also be sent before 2 days, then the software will also send a reminder on '8 July 2024'.

• Mention the number of days by which the reminder needs to be sent after the scheduled reminder.
• Suppose mention '1'.

• Mention the days after which again reminder needs to be sent to the party.
• Suppose mention '2'.

• Now click on the cross icon.

• An alert of 'Please Re-Register to Update Bill-By-Bill Before/After Days' will appear.
• Click on 'Ok'.

• Now the user needs to refresh the data so go to Digital > Marg Wallet > Refresh Data.

• An alert of 'Want to refresh O/s & Other Data on Server ?' will appear.
• Click on 'Yes'.

• An OTP will be received on the registered Email and Mobile number, click on 'Ok'.

• The user will mention any one of OTP and click on 'Verify' button.

• Click on 'Submit' button.

• Thereafter, the data will get refreshed now click on 'Ok'.

Process 2:

b. Party Wise: The user can set an Outstanding Reminder for each party separately as per the requirement.

Suppose set for a single Party so click on 'Add Schedule' button.

A window will appear where the user will select based on which outstanding reminder needs to be set.

a. Account Group: Select the option if needs to set Oustanding Reminder based on Account Group.

b. Area: Select the option if needs to set Oustanding Reminder based on Area.

c. Route: Select the option if needs to set Oustanding Reminder based on Route.

d. Party: Select the option if needs to set Oustanding Reminder based on Party.

Suppose select 'Party'.

• In 'Party', option the user will select the party for which Outstanding Reminder needs to be set.
• Suppose select 'Kajal'.

• In 'Schedule' option, the user will select on which basis the reminder needs to be sent.
• Suppose select 'Bill By Bill'.

• Now the user will click on 'Save' button.

• A Marg ERP 9+ alert of 'Do you Want to Save' will appear.
• Click on 'Yes'.

• Again Marg ERP 9+ alert of 'Do you Want to add More' will appear.
• The user will select 'Yes' if need to set a reminder for parties otherwise select 'No'.
• Suppose select 'No'.

• Similarly, the mentioned days will also work on Party-wise Scheduled Reminder.

• The user can view the Outstanding Reminder scheduled for the Party.

• Now the user press 'ESC' key and click on 'Yes' to exit from the window.

Process The Set Due Days For Party In Marg Software

• Go to Masters > Ledger Master > Ledger > Modify Ledger.

• A 'Ledger Alteration' window will appear.
• The user will select a particular party whose outstanding Reminder has been set.
• Suppose select 'Kajal'.

• The user will select 'Other Detail'.

• In 'Credit Days' option, the user will mention the due days as per the requirement.
• Suppose mention '1'.

• Now the user will press 'Ctrl+W' key to save the changes.

Process To Create Sale Bill In Marg Software

• Suppose the user creates a Sale Bill dated '17-03-2024'.

• If the user needs to mention the due Days for a particular Bill then it can be mentioned on the Bill Detail window.

• The Party will get the Reminder as per the mentioned Due Days at 07:30 AM.

• If your customer needs to view Bill Details then click on the Link given in the message.

• Thereafter, view of the bill will be displayed on the customer's Mobile.

• Your customer can also raise a query regarding the Outstanding by clicking on 'Query Now'.

• A 'Customer Query' window will appear.
• In 'Remarks' option, your customer will mention the query as per the requirement.

• Now your customer needs to select the 'Rating' as per the requirement.

• Click on 'Submit' button.

• The customer can view the 'Query' will be raised.