Frequently Asked
Questions

Q: How to track payments for invoices and update payment status?

To track the voucher whose payment in pending from parties, follow these steps: Step 1: Go to Display section then click on Outstanding analysis report. Step 2: Choose the Bills receivable option then you can select the party as per requirement. Step 3: A window will appear, Select Pending for type of entries to be considered and Press on OK tab and view the report. To send the paymeny reminder from BUSY, follow these steps: Step 1: Go to Print/Email/SMS section then click on Outstanding analysis report. Step 2: Select the payment reminder option, and you can Choose the reminder format according to your needs. Choose the specific party for whom you want to send the reminder, and then easily share the reminder through SMS or email.

Q: How to track payments against invoices and send reminders?

1.To track the voucher whose payment in pending from parties, follow these steps: Step 1: Go to Display section then click on Outstanding analysis report. Step 2: Choose the Bills receivable option then you can select the party as per requirement. Step 3: A window will appear, Select Pending for type of entries to be considered and Press on OK tab and view the report. 2.To send the paymeny reminder from BUSY, follow these steps: Step 1: Go to Print/Email/SMS section then click on Outstanding analysis report. Step 2: Select the payment reminder option, and you can Choose the reminder format according to your needs. Choose the specific party for whom you want to send the reminder, and then easily share the reminder through SMS or email.

Q: The due date is showing the wrong date It is showing the date we created the invoice instead of the due date entered How can I fix this

If your accounting software is displaying the wrong due date on invoices and showing the date of invoice creation instead of the due date you entered, it's important to address this issue promptly to ensure accurate financial records. Here are steps to help you fix this problem: Step 1 :Start by reviewing the settings and preferences related to invoice generation in your accounting software. Step 2 :Double-check that you are entering the correct due dates when creating invoices. Step 3 :For invoices that currently display the wrong due date, you may need to edit and correct them individually. Step 4 :If the problem persists and you've exhausted your troubleshooting efforts, consider reaching out to the customer support team of your accounting software provider.

Q: How can we check the Bills receivable report of Pending sales invoice? where can i view cancelled invoice report?

To check the Bills receivable report of pending sales invoice in BUSY, follow these steps: Step 1: Go to Display section then click on Outstanding analysis report. Step 2: Choose the Bills receivable option then you can select the party as per requirement. Step 3: A window will appear, Select Pending for type of entries to be considered and Press on OK tab and view the report. To check the cancelled invoice report, follow these steps: Step 1: Go to Display section then click on Outstanding analysis report. Step 2: Choose the Check list menu then select the voucher numbering reports. Step 3: Select the Cancelled Voucher Numbers option, choose the voucher type and set the date range. Then, click on the OK button/tab to view the report.

Q: How is the age-wise pending payment summary report generated in BUSY, and what do the columns signify?

To see aging reports in BUSY and identify customers with outstanding payments, you can follow these steps: 1. Open BUSY and log in to your account. 2. Navigate to the Displaysection or menu. 3. Look for the option or tab labeled Ageing Receivables Fifo basis And Ageing paybles FIFO basis 4. Click on the aging report option to generate the report. 5. The report will display a list of customers along with their outstanding payment amounts categorized by different time periods (e.g., 30 days, 60 days, 90 days). 6. Review the report to identify customers with overdue payments or outstanding balances. Please note that the exact steps may vary depending on the version and configuration of BUSY you are using.

Q: I need to track payments against bills generated. How can I link payments received to bills?

To track the voucher whose payment in pending from parties, follow these steps: Step 1: Go to Display section then click on Outstanding analysis report. Step 2: Choose the Bills receivable option then you can select the party as per requirement. Step 3: A window will appear, Select Pending for type of entries to be considered and Press on OK tab and view the report. To post receipt entry by linking with bill in BUSY, follow these steps: Step 1: Go to transaction section then choose receipt entry Step 2: Click on Add tab and then post the receipt accounting. Step 3: After mention the amount of party, a Bill by bill reference adjustment window will appear.You need to adjust the relevant reference and save the entry.

Q: What are the different types of sales reports in BUSY daily monthly quarterly etc

Analysis report displays details of all the Sales and Sales Return transactions. From this report you can also view details of items sold or returned through specific brokers. To view Sales Analysis reports, click Display > Sales Analysis option. On clicking the Sales Analysis option, 14 options are displayed. The options are: Item-wise,Party-wise,Item Group-wise,·Party Group-wise,·One Party-All Items,One Party-Group of Items,·One Party-All Item Groups,One Party Group-All Items,One Party Group-Group of Items,·One Item-All Parties·One Item-Group of Parties,·One Item-All Party Groups,·One Item Group-All Parties, ·One Item Group-Group of Parties In the Account Registers (Standard) option, you can print all the account registers in the Standard format as created by BUSY. On clicking the Account Registers (Standard) option, list of following Sales registers appear. Sales Register,Sales Return Register.

Q: How do I view historical sales reports in BUSY for a custom date range

Analysis report displays details of all the Sales and Sales Return transactions. From this report you can also view details of items sold or returned through specific brokers. To view Sales Analysis reports, click Display > Sales Analysis option. On clicking the Sales Analysis option, 14 options are displayed. The options are: Item-wise,Party-wise,Item Group-wise,·Party Group-wise,·One Party-All Items,One Party-Group of Items,·One Party-All Item Groups,One Party Group-All Items,One Party Group-Group of Items,·One Item-All Parties·One Item-Group of Parties,·One Item-All Party Groups,·One Item Group-All Parties, ·One Item Group-Group of Parties In the Account Registers (Standard) option, you can print all the account registers in the Standard format as created by BUSY. On clicking the Account Registers (Standard) option, list of following Sales registers appear. Sales Register,Sales Return Register.

Q: I entered a payment but its still showing the full amount due on the invoice in BUSY What did I do wrong

Here are some potential reasons why this could be happening and what you can do to correct it: Step 1:Verify that you applied the payment to the correct invoice. Step 2 :When recording the payment in BUSY, make sure to specify the amount that should be applied to the invoice. Step 3 :Ensure that the payment entry date matches the actual date when the payment was made or received. Step 4 :Find the option to mark the invoice as Paidor Closedin BUSY after applying the payment. Step 5 :Confirm that both the payment and invoice are within the same accounting period or financial year. Step 6 :If none of the above solutions resolve the problem, consider contacting BUSY's customer support for assistance.

Q: There seems to be an issue with the credit list after updating How can this be fixed

If your outstanding list is not updated correctly, you can try these steps to fix it: Make sure to take backup of your data befor maing any changes. Step 1: Identify the account that has the issue and check if all the entries related to that account are recorded correctly. Step 2: If the account has some opening balance, make sure it is reflected properly in the account master. Step 3: Go to the Housekeeping menu and select “Update Master Balances”. Wait for the process to finish and check if the outstanding list is updated. If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.

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How to track payments for invoices and update payment status?

To track the voucher whose payment in pending from parties, follow these steps:
Step 1: Go to Display section then click on Outstanding analysis report.
Step 2: Choose the Bills receivable option then you can select the party as per requirement.
Step 3: A window will appear, Select Pending for type of entries to be considered and Press on OK tab and view the report.
To send the paymeny reminder from BUSY, follow these steps:
Step 1: Go to Print/Email/SMS section then click on Outstanding analysis report.
Step 2: Select the payment reminder option, and you can Choose the reminder format according to your needs. Choose the specific party for whom you want to send the reminder, and then easily share the reminder through SMS or email.

How to track payments against invoices and send reminders?

1.To track the voucher whose payment in pending from parties, follow these steps:
Step 1: Go to Display section then click on Outstanding analysis report.
Step 2: Choose the Bills receivable option then you can select the party as per requirement.
Step 3: A window will appear, Select Pending for type of entries to be considered and Press on OK tab and view the report.
2.To send the paymeny reminder from BUSY, follow these steps:
Step 1: Go to Print/Email/SMS section then click on Outstanding analysis report.
Step 2: Select the payment reminder option, and you can Choose the reminder format according to your needs. Choose the specific party for whom you want to send the reminder, and then easily share the reminder through SMS or email.

The due date is showing the wrong date It is showing the date we created the invoice instead of the due date entered How can I fix this

If your accounting software is displaying the wrong due date on invoices and showing the date of invoice creation instead of the due date you entered, it's important to address this issue promptly to ensure accurate financial records. Here are steps to help you fix this problem:
Step 1 :Start by reviewing the settings and preferences related to invoice generation in your accounting software. 
Step 2 :Double-check that you are entering the correct due dates when creating invoices. 
Step 3 :For invoices that currently display the wrong due date, you may need to edit and correct them individually.
Step 4 :If the problem persists and you've exhausted your troubleshooting efforts, consider reaching out to the customer support team of your accounting software provider.

How can we check the Bills receivable report of Pending sales invoice? where can i view cancelled invoice report?

To check the Bills receivable report of pending sales invoice in BUSY, follow these steps:
Step 1: Go to Display section then click on Outstanding analysis report.
Step 2: Choose the Bills receivable option then you can select the party as per requirement.
Step 3: A window will appear, Select Pending for type of entries to be considered and Press on OK tab and view the report.
To check the cancelled invoice report, follow these steps:
Step 1: Go to Display section then click on Outstanding analysis report.
Step 2: Choose the Check list menu then select the voucher numbering reports.
Step 3: Select the Cancelled Voucher Numbers option, choose the voucher type and set the date range. Then, click on the OK button/tab to view the report.

How is the age-wise pending payment summary report generated in BUSY, and what do the columns signify?

To see aging reports in BUSY and identify customers with outstanding payments, you can follow these steps:
 1. Open BUSY and log in to your account.
 2. Navigate to the Displaysection or menu.
 3. Look for the option or tab labeled Ageing Receivables Fifo basis And Ageing paybles FIFO basis
 4. Click on the aging report option to generate the report.
 5. The report will display a list of customers along with their outstanding payment amounts categorized by different time periods (e.g., 30 days, 60 days, 90 days).
 6. Review the report to identify customers with overdue payments or outstanding balances.
 Please note that the exact steps may vary depending on the version and configuration of BUSY you are using.

I need to track payments against bills generated. How can I link payments received to bills?

To track the voucher whose payment in pending from parties, follow these steps:
Step 1: Go to Display section then click on Outstanding analysis report.
Step 2: Choose the Bills receivable option then you can select the party as per requirement.
Step 3: A window will appear, Select Pending for type of entries to be considered and Press on OK tab and view the report.
To post receipt entry by linking with bill in BUSY, follow these steps:
Step 1: Go to transaction section then choose receipt entry
Step 2: Click on Add tab and then post the receipt accounting.
Step 3: After mention the amount of party, a Bill by bill reference adjustment window will appear.You need to adjust the relevant reference and save the entry.

What are the different types of sales reports in BUSY daily monthly quarterly etc

Analysis report displays details of all the Sales and Sales Return transactions. From this report you can also view details of items sold or returned through specific brokers.
To view Sales Analysis reports, click Display > Sales Analysis option. On clicking the Sales Analysis option, 14 options are displayed. The options are:
Item-wise,Party-wise,Item Group-wise,·Party Group-wise,·One Party-All Items,One Party-Group of Items,·One Party-All Item Groups,One Party Group-All Items,One Party Group-Group of Items,·One Item-All Parties·One Item-Group of Parties,·One Item-All Party Groups,·One Item Group-All Parties,
·One Item Group-Group of Parties 
In the Account Registers (Standard) option, you can print all the account registers in the Standard format as created by BUSY. On clicking the Account Registers (Standard) option, list of following Sales registers appear.
Sales Register,Sales Return Register.

How do I view historical sales reports in BUSY for a custom date range

Analysis report displays details of all the Sales and Sales Return transactions. From this report you can also view details of items sold or returned through specific brokers.
To view Sales Analysis reports, click Display > Sales Analysis option. On clicking the Sales Analysis option, 14 options are displayed. The options are:
Item-wise,Party-wise,Item Group-wise,·Party Group-wise,·One Party-All Items,One Party-Group of Items,·One Party-All Item Groups,One Party Group-All Items,One Party Group-Group of Items,·One Item-All Parties·One Item-Group of Parties,·One Item-All Party Groups,·One Item Group-All Parties,
·One Item Group-Group of Parties 
In the Account Registers (Standard) option, you can print all the account registers in the Standard format as created by BUSY. On clicking the Account Registers (Standard) option, list of following Sales registers appear.
Sales Register,Sales Return Register.

I entered a payment but its still showing the full amount due on the invoice in BUSY What did I do wrong

Here are some potential reasons why this could be happening and what you can do to correct it:
Step 1:Verify that you applied the payment to the correct invoice.
Step 2 :When recording the payment in BUSY, make sure to specify the amount that should be applied to the invoice. 
Step 3 :Ensure that the payment entry date matches the actual date when the payment was made or received. 
Step 4 :Find the option to mark the invoice as Paidor Closedin BUSY after applying the payment.
Step 5 :Confirm that both the payment and invoice are within the same accounting period or financial year.
Step 6 :If none of the above solutions resolve the problem, consider contacting BUSY's customer support for assistance.

There seems to be an issue with the credit list after updating How can this be fixed

If your outstanding list is not updated correctly, you can try these steps to fix it:
Make sure to take backup of your data befor maing any changes.
Step 1: Identify the account that has the issue and check if all the entries related to that account are recorded correctly.
Step 2: If the account has some opening balance, make sure it is reflected properly in the account master.
Step 3: Go to the Housekeeping menu and select “Update Master Balances”. Wait for the process to finish and check if the outstanding list is updated.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.

Frequently AskedQuestions