## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Functions in Delivery Challans

Let us take a look at the various actions you can perform on a delivery challan.

### Mark as Delivered

Once your goods are successfully delivered to the destination, you can mark the associated delivery challan as delivered. Here’s how:

*   Go to _Sales_ on the left sidebar and select **Delivery Challans**.
*   Select the delivery challan associated with the goods that were delivered.
*   Click **Mark as Delivered** at the top of the page.

![Customize Delivery Challan Template](/in/books/help/images/delivery-challan/mark-as-delivered.png)

* * *

### Convert to Invoice

Once you’ve created a delivery challan and marked it as Delivered, you can convert it to an invoice to charge your customers. Here’s how:

*   Go to _Sales_ on the left sidebar and select **Delivery Challans**.
    
*   Select the delivery challan you want to convert to an invoice.
    
*   In the _Details_ page, click the _More_ icon at the top and select **Convert to Invoice** from the dropdown.
    
    ![Convert to Invoice](/in/books/help/images/delivery-challan/convert-to-invoice.png)
*   In the _New Invoice_ page, review the details.
    
*   Click **Save and Send** or **Save as Draft** and send it later.
    

The invoice will be created.

**Note:**

To view the invoice associated with a delivery challan, go to the respective delivery challan’s _Details_ page, and click **Invoices** at the top.

**Pro Tip:** If only some items from the delivery challan were sold, you can create an invoice only for the sold items. The delivery challan will be marked as **Partially Invoiced**.

* * *

### Mark as Returned

If your goods were not delivered to the destination and had to be returned, you can mark the corresponding delivery challan as returned. Here’s how:

*   Go to _Sales_ on the left sidebar and select **Delivery Challans**.
*   Select the delivery challan associated with the returned goods.
*   Click the **More** icon at the top of the page and select **Mark as Returned**.

![Mark as Returned](/in/books/help/images/delivery-challan/mark-as-returned.png)

*   Click **Return** in the confirmation pop-up that appears. Note that this action cannot be reverted.

![Mark as Returned](/in/books/help/images/delivery-challan/confirmation.png)

**Note:** To view the returned items of a Delivery Challan, go to _Sales > Delivery Challans_, select a Delivery Challan, and click the **Returned Items** tab on the details page.

* * *

### Record Partial Return

**Note:** You can record a partial return for delivery challans that have been partially invoiced.

After delivering the items in an order, if your customer accepts and purchases only some of them, you can record a return for the remaining items. Let’s consider a scenario to understand this better.

**Scenario:** Manish dispatched three boxes of raw materials to a manufacturing firm and issued a delivery challan for their transportation. However, upon delivery, he discovers that the customer needed only two boxes. Therefore, Manish can generate an invoice for two boxes and record a partial return for the remaining box.

To record a partial return for the items in your delivery challan:

*   Go to _Sales_ on the left sidebar and select **Delivery Challans**.
*   Select the delivery challan associated with the partially returned goods.
*   Click the _More_ icon at the top of the page and select **Record Partial Returns**.

![Record Partial Return](/in/books/help/images/delivery-challan/record-partial-returns.png)

*   Select the items that were returned and enter their quantity in the pop-up that appears.
*   Click **Proceed**.

![Record Partial Return](/in/books/help/images/delivery-challan/returned-items.png)

**Note:** You can record only one return on a delivery challan. To record another return, you must undo the first return and then re-record it.

* * *

### Undo Partial Return

If you want to undo a partial return that you recorded:

*   Go to _Sales_ on the left sidebar and select **Delivery Challans**.
*   Select the delivery challan for which you want to undo the return.
*   Click the _More_ icon at the top of the page and select **Undo Partial Returns**.

![Undo Partial Return](/in/books/help/images/delivery-challan/undo-partial-return.png)

Now, your transaction will be restored to its original state before the partial return was initiated.

* * *

### Customise Delivery Challan Template

You can customise the [PDF template](/in/books/help/settings/templates.html) for a delivery challan. Here’s how:

*   Go to _Sales_ on the left sidebar and select **Delivery Challans**.
*   Select the delivery challan for which you want to customise the template.
*   In the details page, hover over the delivery challan PDF and click the **Customize** dropdown in the top right corner to customize the template.

![Customize Delivery Challan Template](/in/books/help/images/delivery-challan/customise-pdf.png)