How To Do Basic Setup in Company Setup AlignBooks?

To create new company in AlignBooks, follow the steps given below:\

• Open your AlignBooks account
• Click on the arrow button next to the AlignBooks icon on the top left corner of the screen
• Click on ‘Create Company’
• Input the required details
• Again Click on ‘Create Company’

To configure invoice/series in AlignBooks, follow the steps given below:

• Open your AlignBooks account
• Navigate to the ‘Sales’ module in the left bar of the screen
• Click on ‘Sales invoice’
• Click on the ‘Configuration’ option on the top right corner of the screen
• Scroll to the ‘Numbering Configuration’ settings
• Plot the setup as per your requirements
• Click on Save

To add notifications in AlignBooks, follow the steps given below:

• Click on the bell icon on the top left corner of the screen
• Press on ‘Add Notification’
• Select the people that you wish to send the notification to
• Add the message for the notification
• Click on Add

To Buy a Subscription in AlignBooks, follow the steps given below:

• Open your Alignbooks account
• Click on the ‘Alignbooks icon’ in the top left corner of the screen
• Select ‘Buy Subscription’
• Input the required details and select the plan that you wish to buy
• You can check the features of the plans by scrolling down to the feature comparison page
• Now click on ‘Proceed for Payment’
• You will be redirected to the payment gateway page
• Select a payment gateway and proceed to pay.

To do statutory setup in AlignBooks, follow the steps given below:

• Open your AlignBooks account
• Navigate to company setup
• Click on the ‘Basic’ option
• Scroll down to ‘Statutory’ details
• Setup the ‘Statutory’ details as per your requirements