• Go to Inventory > Service Jobcard > Material Received Against Jobcard.

• Open: This option allows you to view all the sales return document you have created in the software. If you required to make any changes in the saved invoice you can click on 'Open' icon, select the date range and can make changes in it.
• Delete: With this option, you can remove or delete a sales return document permanently.
• Copy: This feature lets you copy the invoice and create a new one based on the same details, which you can then modify as needed.
• Help: Click on the help icon to access the step by step guide of the sales return note Process.
• Calculator: AlignBooks includes an inbuilt calculator that you can use while working within the software, making calculations easier.

• Cancel: If you no longer need an open document but don't want to permanently delete it, click on the ‘Cancel’ button. This will cancel the document but keep it in the list, allowing you to restore it whenever needed.
• Recall: This option is used when a customer bill (POS Invoice) is put on hold. You can click on this option to retrieve the held invoice and continue billing from where you left off.
• Restore: If you click on a cancelled document, the ‘Restore’ option will appear, allowing you to restore the document to its previous state.
• Schedule: If you need to create the same document with the same details regularly on a fixed schedule, you can set up a Schedule for it. The document will then appear in the ‘Post Recurring Module’ of AlignBooks. From there, you can post the document with just one click, without having to prepare it repeatedly. This also serves as a reminder for you.

• UI Configuration: For additional settings related to this document, navigate to the configuration option. There, you can adjust settings such as invoice numbering, email, WhatsApp, SMS, approvals, and more.
• Print Configuration: This option lets you customize the invoice print settings, including header/ footer remarks, terms & conditions, and setting the default invoice format etc.
• Project Tracker: This option helps you track any project using details like work orders, site summary, budget vs actual, and progress, etc. You can also see how many records have been created for each process, making it easier to monitor project performance and stay on track.
• Item Tracker: This option helps you track a specific item and see in which projects or transactions it has been used. You can also check how many requests and issues have been created for that item, helping you manage stock better and avoid shortages or overuse.

• Branch: Select the specific branch for which you are receiving the material.
• Job Card: Select the jobcard from the dropdown against which you are receiving the material.

• Click on the 'Remark' box the software will auto pick the narration, you can mention the remark manually as well.
• Click on the 'Save' button.

• Preview: This option allows you to view a print preview of the document before finalizing it.
• Export: If you want to download the document as a PDF, click on the 'Export' button, select your preferred format, and the PDF of the document will be downloaded.

• If the data on the current screen is no longer needed or you want to start fresh with a new document, click the 'Clear' button. This will remove all the data from the current document, giving you a clean slate to enter new details.

• Mail Link: AlignBooks allows you to easily share the invoice link along with an attachment directly to the party’s email address.
• SMS: You can also send the invoice link and attachment via SMS to the party, based on your preference.

• Download Format: If you want to import data from an Excel file, you can download the template through this option. After entering the data, you can directly import the file into AlignBooks.
• Create Format: You can also create a custom format and map the columns with your Excel file. Make sure the field headings in the Excel file match those in the software when mapping the columns.