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How to create Receipt Entry of Retail Customer in Marg Software ?
Ans.1

In Marg Software, the user can also create receipt entries for Retail customers. If the user maintains a retail customer Outstanding in a particular ledger then the user can also create a receipt and receive the amount through the retail customers.

  • Suppose a sale bill of patient 'Priya' is created and posting of its Outstanding is going in a Ledger name 'Patient Ledger'.

In order to create a Receipt entry of Retail customer, the user needs to follow the below steps:

  • Go to Accounts > Receipt > Receipt.

  • In 'Date' option the user will mention the date as per the requirement.
  • Suppose mention '02-07-2024'.

  • Now the user will select the ledger in which a retail customer's outstanding is being posted.
  • Suppose select 'Patient Ledger'.

  • Mention the received amount as per the requirement and press 'Enter' key.

  • In 'Patient F2' option, the user will press 'F2' key.

  • Now the user will select the patient as per the requirement.
  • Suppose select 'Priya'.

  • The user will select 'Adj Ref' to adjust the amount and press 'Enter' key twice.

  • Now select the bill against which the receipt needs to be adjusted.

  • The user can view the adjusted amount displayed, keep pressing 'Enter' key.

  • Select the ledger by which mode the amount is received and keep pressing 'Enter' key.

  • Click on 'Save' button to save the entry.

After following the above steps, the user can Create Receipt entry of Retail Customer in Marg Software.


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