Process To Activate Email Service In Marg Wallet

Process To Email Ledger Transaction In Marg Software

PROCESS TO ACTIVATE EMAIL 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 'Email' service.
• Click on 'Submit' button.

PROCESS TO EMAIL 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'.

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

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

• The user can view the file is generating.

• Your customer will get an Email with the attached PDF of the Transaction.

Fig 1. View of Ledger Transaction.

After following the above steps, the user can Email Ledger Transaction through Wallet in Marg Software.