Overview of Export Sale Bill in Excel Format

Process to Set Party Export Bill Format

Process to Export Bill in Excel Format

OVERVIEW OF EXPORT SALE BILL IN EXCEL FORMAT

• Marg Software has a provision to export bill in different format i.e. Excel, PDF, Softcopy etc.

• The user can export the bill in the required format.

PROCESS TO SET PARTY EXPORT BILL FORMAT

• Go to Books > All Ledgers.

• A 'Ledger Accounts' window will appear.

• The user will select that party whose Bill needs to export in Excel Format.

• Then press 'F3' key on it.

• The user will select 'Other Detail' option.

• A Party other details window will appear.

• In 'Export Bill Format' option, the user will select 'Excel'.

• Press 'Ctrl+W' key to save the changes.

PROCESS TO EXPORT BILL IN EXCEL FORMAT

• Go to Transactions > Sale > Modify Bill. 

• A ‘Modify’ window will appear.

• The user will select the options as per the Requirement i.e. bill no, bill date etc.

• A ‘Sale Book As on’ window will appear. 

• The user will press 'Enter' key on selected entry which needs to be export in Excel Format.

• Then press 'F11' key on it.

• An 'Email' window will appear.

• The user will select 'Save Bill'.

• A 'Save' window will appear in which the software will automatically pick the default path where the PDF will be saved.

• Click on 'Accept'.

Note: By default the software will export the bill in the Export folder which is showing the Marg folder.

• The user can view both Excel and PDF will get generated, open the PDF file.

After following the above steps, the user can Export Bill in Excel Format in Marg Software.

1. Go to Transactions > Sale > Modify Bill.

2. A 'Modify' window will appear in which user will select All time from drop down and then press 'Enter' key twice.

3. A 'Sale Book' as on window will appear. Press 'Enter' key on selected bill.

4. Click on 'Print'.

5. A 'Print' window will appear. Press 'O' key.

6. A 'Report in Format' window will appear. Click on 'Excel'.