Frequently Asked Questions

The columns are included in the bills receivable and payable reports and their mean are:
Account : It shows the party name
Dated: Date of transaction and reference created.
Type: Nature of transactions such as Opening balance, Sale, etc.
Ref. No. : It shows the reference number created during voucher entry.
Ref. Amt. : It indicate the amount of reference created.
Pending. Amt. : It show the remaining amount from the reference amount.
Due : It indicated the bill is due or not.
Due Date: It shows the due date of the invoice.
Due Days: It shows the days crossed the due date.

If the ledger balance of a party is not match with bill receivable report, follow these steps:
Step 1: Go to display section then click on outstanding analysis report.
Step 2: Choose Bills receivable report then select one account.
Step 3: Select the account name, specify the date range, enable Show on acc. amount and ledger bal. and open the report.
Step 4: Now, check the report and and create or adjust the reference for on account entries which appear at bottom of report.
Step 5: After made correction, match the account ledger report with bill receivable report. 

You can filter and sort the data in your register reports by using the filter option available in the report. You can filter by item, date, purchase type, and value. Sorting can be done by removing or filtering out specific entries. Follow these steps for filtering:
Step 1: Open the report, then press F7 or click on the upper side of the report.
Step 2: Set the filter in fields Amount Then In Operator take Having 
Step 3: then set the Value & in Filter Type Take Having As it is then click on filter.

IN BUSY, we have multiple reports Outstanding Analysis Option with Salesman Wise. Pls Follow Below Steps :
Step 1: Display
Step 2: Outstanding Reports 
Bills Receivable and Bills Payable : Here can check Customer or Vendor voucher with Salesman Wise according to References. Pls Follow Below Steps.
Step 1: Administration
Step 2: Configuration
Step 3: Features & Options
Step 4: Account
Step 5: Enable the option Bill by Bill
Step 6: Open the Party Account and enable the bill by bill option.
Step 7: During Sale or Puchase Voucher entry Reference get create and adjust it accordingly in receipt or Payment voucher.

You can contact the customer support or channel partner for the issue regarding payment reminder.
 You can send the Payment Reminder to the customer through Email and SMS.
 Pls Follow the Below Steps :
 Step 1: Click on Print/ Email/SMS
 Step 2: Then Outstanding Analysis
 Step 3: Then Payment Reminder
 Step 4: Select the payment reminder type for balance only or due and pending bills then select the party and send it.
 Step 5: Click on export option and select the PDF file and the path where the file will get export.

If You are unable to view the payment details in the account ledger it means 
you didnt adjust the payment with Reference number at the time of making payment 
voucher You can follow the steps to view the payment details 
1 Go to display menu and click on outstanding analysis 
2 Click on On account entries 
3 select one account and select the particular account name for which the payment 
details are not showing 
4 then enter on each payment entry and adjust the reference properly to show it on ledger

If outstanding receivables and payables reports are not displaying correct information, follow these steps. 
 Step 1. Outstanding reports are based on bill-by-bill references, so please check if you have maintained them in the account master. 
 Step 2. Verify that you have created the bill references for the party and ensure that you have entered the due date. 
 Step 3. Make sure to adjust the references also verify that the opening balances and transactions are entered accurately. 
 Step 4. Ensure that you have adjusted with the correct references

To track customer payments in BUSY you can go to the Display Then go to outstanding analysis section then click on bills Receivable section and view the report. This report will show you the details of all the payments received from customers.
 To export reports from BUSY, you can click on the Export button within the report you want to export. BUSY offers export options in formats like Excel, PDF, HTML, CSV, and Google Sheets.
 The available report formats in BUSY are Excel, PDF, HTML, CSV, and Google Sheets

To show late transactions in a different color,please follow the below steps:
Step 1: Go to the Display tab and click on Outstanding Analysis.
Step 2: Choose the Bills Receivable / Bills Payable that you want to view. You can filter the report by One Account, All Accounts, Group of Accounts or Selected Accounts. Then, enter the date range and open the report.
Step 3: This report will show you data on the basis of Bill Reference No.
Step 4: In this report the transaction is overdue then it will be shown in different color. 

Step 1. Open BUSY and log in to your account.
Step 2. locate and select the Receipt Voucheror Receipt Entryoption.
Step 3 :In the Receipt Entry form, you will need to fill in the following information:Party Name,Receipt Date,Nature of Receipt: As you mentioned, mention the nature of the receipt as Advance Receipt..,Amount,Narration.
Step 4 :To adjust the advance payment against the respective invoice, you need to access the ledger for the party who made the advance payment.
Step 5 :You can crete the payment voucher or Sales voucher to adjust the same recipt .