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How To SMS Ledger Transaction through Marg Wallet ?

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Ans.1

Process To Activate SMS Service In Marg Wallet

Process To SMS Ledger Transaction In Marg Software

PROCESS TO ACTIVATE SMS 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 'SMS' service.
  • Click on 'Submit' button.

PROCESS TO SMS LEDGER TRANSACTION IN MARG

  • Go to Books > All Ledgers.

  • A 'Ledger Accounts' window will appear.
  • The user will press 'Enter' key on a particular ledger whose transaction needs to be sent on Email ID.
  • Suppose select 'Kajal'.

  • 'Ledger Display' window will appear.
  • In 'From and To' option, the user mentions the date range for which the transaction needs to be generated.
  • Click on 'Ledger'.

  • The selected Ledger Transaction will be generated.
  • Click on 'SMS' icon (as shown in the below image).

A 'Send SMS' window will appear.

The user will select the option as per the requirement.

a. Ledger Balance: Select the option to SMS only Ledger Balance to Party.

b. Balance with Statement: Select the option to SMS Ledger Statement.

c. Balance with Outstanding: Select the option to SMS Ledger Statement with Outstanding.

Suppose select 'Ledger Balance' option.

  • An alert of 'Successfully Submitted' will appear.

  • The user can view Ledger Balance will get SMS on the customer's Mobile number.

Fig 1. View of Ledger Balance SMS.

Fig 2. View of Balance with Statement SMS.

  • To view the statement, your customer needs to click on the given link.

  • Thereafter, your customer can view the Balance with Statement.

Fig 3. View of Balance with Outstanding SMS.

  • By clicking on the given link in WhatsApp the user can view the Balance with Outstanding.


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