BUSY Invoice Format – How to Configuration invoice format in busy software

Features of Invoicing in BUSY Software

• Create professional invoices quickly and easily.
• Customisable invoice templates with company branding.
• Support recurring invoices for regular transactions.
• Implement dynamic QR codes.

BUSY Standard Invoice Format

The standard invoice format is the default layout provided by BUSY software. Use this standard format to set up basic details like company information, address, terms, bank details, or other fundamental information.

Configuration of BUSY Standard Invoice Format

Values will automatically populate specific fields based on the standard invoice configuration settings. The configuration for Standard Invoice is Basic and Simple. Here’s a step-by-step guide: 

• The header includes company details, party details with billing and shipping, voucher no./date, etc.

If you want to configure anything in Standard format:

Case 1: If you don’t need the billing and shipping details, you can disable them. To do this:

1. Navigate to Administration > Configuration > Invoice/Document Printing > Standard.
2. You can turn off the billing and shipping details.

After turning off these details, you can save the settings to see that only the party details and invoice information are printed. The billing and shipping details were turned off in the configuration settings. To get started, download BUSY software today.

Case 2:

• Add any extra column like discount, or item extra info
• Remove or adjust specific columns like CGST and SGST. 

The preview will reflect these changes, showing the updated format with the correct fields and alignment. Once you’ve made the necessary adjustments, save the configuration and preview the invoice to ensure it meets your requirements.

BUSY Advance Invoice Format

For more advanced customisation and design, you can configure documents to meet specific requirements. With the advanced configuration option, you can enhance document design by selecting which data fields to display, choosing text styles like bold or italic, and utilising other design features. It allows for more tailored and professional-looking invoices.

You can customise the fields to suit your needs. Here’s how:

• Press the F4 button and select the font size like condense, CPI, font18, font15, etc. 
• Turn the bold/italic command (F4) on and off. 
• Adjust font size and alignment and add fields like GST or phone numbers using the appropriate commands and settings.
• Type the company name using the available fields or static text options.
• Use commands to adjust the layout, such as aligning text and adding vertical lines.
• You can add colours, fields, and alignment options, centralise text, add lines, and use static fields for labels like “phone number.”

Types of Fields

1. Static Field—The static field is a text field where you can input any text you need. Whatever you write in this text field will appear on the invoice.
2. Dynamic Field—However, dynamic fields work differently. The values in these fields come from the back-end BUSY data. For instance, details like the party’s GSTIN, PAN number, or item rates are examples of dynamic fields.