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What is the process of Bill Tagging and Collection in Marg Software?



Overview/Introduction to Bill Tagging & Collection in Marg software

Process of Bill tagging in Marg Software

Process of Payment Collection in Marg Software


  • In the firms which have a huge number of daily transactions, normally when sending their field person for collection of the outstanding payments, the firm will keep a written copy of the outstanding statement to be given to the clients and when the field person returns with the payment they make a note of the same detail against each invoice detail, in the written copy, and then update this payment information on each outstanding ledger account.
  • To ease this tedious task Marg has an option called ‘Bill Tagging’ the system operator will create a tag of each statement he issues to the field person by giving a separate tag number for each tag. By this the system generates the receipt vouchers automatically and updates the debtor’s outstanding balances.


  • Go to Bill Tagging/Selective O/S. 

A 'Bill Tagging/Selective O/S' window will appear.

Now, the user will select the following options as per the requirement.

a. Tag Index: Select the basis on which the tagged bills need to be indexed.

Suppose select ‘Party+Bill’.

b. Tag For: Select the criteria for which the bill needs to be tagged.

Suppose select ‘Party Wise’.

c. Negative AmountIf credit note also need to be considered in the report, then select ‘Yes’ , otherwise keep the option as ‘No’.

d. P.D. Cheque: Select ‘With’ when P.D. cheques needs to be considered in the outstanding, otherwise keep the option as ‘Less’.

e. Party Category: Choose the party category as per the requirement.

Suppose select ‘All’.

f. More OptionsIf More customization needs to be done in the report then select ‘Yes’ otherwise keep the option as ‘No’.

Suppose select ‘No’.

  • A 'Ledgers' window will appear.
  • The user will select the ledgers by pressing 'Spacebar' or plus (+) key.

  • A 'Tag No:' window will appear.
  • Press 'Tab' key to tag the bills.

  • A 'M.R.' window will appear.
  • Select M.R. and press 'Enter' key on it.

  • Now In ‘Tag No.’ Field mention the tag no. as per the requirement.
  • In ‘Date’ field, mention the date on which the list is being generated.
  • In ‘Remark’ field the user can mention the remark (If any).

  • Then click on ‘Accept’.
  • Then press 'Alt+P' key to print the report.

  • A 'Reports' window will appear.
  • The user will select ‘Collection List’ .

  • A 'Collection' window will appear.
  • The user will select other options as per the requirement.
  • Click on ‘View’.

After following the above steps, the report will get generated and the user can issue this list to the selected salesman.


After collecting payments, follow the process to maintain it in the software:

  • Go to Accounts > Cheque/Cash.

  • Now in ‘Tag No’ define the tag no as per the requirement.
  • In ‘Entry date’, mention the date of the transaction. Press 'Enter' key.

  • Then all the outstanding bills will get loaded into the transactions.

  • Then either the outstanding can be clear by receiving the cheque from the customer or it can be marked as pending for any reason.
  • Suppose the outstanding against Bill No 00000003 has been received through cheque, therefore we need to mention the necessary details in the software for the same. I.e. Cheque No., Bank Name, etc.

  • Then according to the bill details, software will automatically pick the amount of the transaction.

  • Then mention the Bank name as per the requirement.

Note: Software will automatically pick the necessary bank details if it is mentioned in the party’s ledger.

  • Similarly, clear all the receipts according to the requirement.
  • Also, suppose there is an outstanding bill ‘0000008’ and the salesman is at the customer's place to collect the outstanding amount but he noticed that the ‘Shop is closed’ then salesman mention it on the list that has been given to the salesman.
  • Then the user can easily maintain it in the software by simply press the (+) key on the transaction and choose ‘Shop Closed’ from the drop-down and then will save it.
  • Similarly, the user can choose any of the reasons as per the requirement.

  • Now press the 'End' key to save the details.
  • A 'Save Changes' window will appear.
  • Select ‘Yes’ to confirm the save changes.

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