Frequently Asked Questions

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 . 

To check which bill references are adjusted in BUSY, you should follow these steps to view the report:
Step 1: Go to dispaly menu then select outstanding analysis option and can choose either bills receivable or bills payable.
Step 2: Select the party's range then select bill wise (combined) option and enter the date range.
Step 3: Choose type of entries to be considered as all and set Y on show bills adjustment details option then open the report.
Step 4: After opening the report you will see party's opening balance with bill reference details.

To configure automated payment reminder emails in BUSY, you can use the Notes Manager feature. Create a category called "Payment Reminder" and manually set reminders with due dates for each bill/payment. This needs to be done for each individual bill/payment. Alternatively, BUSY has a payment reminder feature where reminders can be sent automatically via email/SMS to parties for overdue payments..Pls Follow Below Steps :
 Click On
 Step 1:- Print/Email/Sms Menu
 Step 2:- Outstanding Analysis
 Step 3:- Select Payment Reminder option
 Step 4:- Select It as per your need for Outstanding Balances

To find the option of send sms and email reminders to dealers for overdue payments 
follow the steps 
1 go to Print email sms menu and click to outstanding analysis 
2 click on payment reminder and select due bills
3 select one party group of party or all party 
4 select the date range and format of payment reminder then click on email or sms 
need to ensure that email or sms configuration made properly in BUSY and on customer 
master his or her mail id and number must be given

In BUSY, you can create a company profile with your personal and business details To enter your mobile number and email ID in BUSY to receive OTP, follow these steps:
In the Company Profile or Company Creation window, you can enter the following personal and business details:
Name: Your name or the name of your businessororganization.
Address: Your physical business address.
Pincode: The postal code or ZIP code of your location.
State: The state or region where your business is located.
Country: Your country.
Contact Number: Your contact phone number.
Email Address: Your email address for business communication.

To view can follow these steps:
Step 1: Open BUSY  and select the company you want to work with. 
Step 2: Then, go to the Display tab and click on Outstanding Analysis.
Step 3: Choose the Bills Receivable / Bills Payable that you want to view. 
Step 4: You can filter the report by One Account, All Accounts, Group of Accounts or Selected Accounts. 
Step 5: Then, enter the date range and open the report.
Step 6: This report will show you data on the basis of Bill Reference No.

You can adjust your old bills with the payments by adjusting the bill references. You can also adjust them automatically on the FIFO basis by using these steps:
Step 1: Go to Administration then click on Utilities.
Step 2: Select Reference Management and click on Auto Adjust References.
Step 3: Select Bill wise References and select Group of Accounts.
Step 4: Then, select the group and press Ok to run the process. This will auto create and adjust reference on FIFO basis.
Note: Take backup of your data before running this process.

To resolve the mismatch between ledger balance and outstanding reports you can check On Account entries report in BUSY by using these steps:
Step 1: Go to Display menu and click on Outstanding Analysis.
Step 2: Select On Account Entries and can filter the report by One Account, Group of Accounts, All Accounts and Selected Accounts.
Step 3: Enter the date range and open the report. If showing any entry here that means in that not created / adjust the bill references.
Step 4: Correct the entries and then check.

To track your dues and vendor bills in BUSY, you can view the Bills Payable report. To access this report, follow these steps:
 Step 1: Open you company the go to the Display tab and click on Outstanding Analysis.
 Step 2: Choose the Bills Payable you can filter the report by One Account, All Accounts, Group of Accounts or Selected Accounts. 
 Step 3: Then, enter the date range and open the report.
 The report will show you the data based on the bill reference number.

To track your dues and customer invoices in BUSY, you can view the Bills Receivable report. To access this report, follow these steps:
 Step 1: Open you company the go to the Display tab and click on Outstanding Analysis.
 Step 2: Choose the Bills Receivable you can filter the report by One Account, All Accounts, Group of Accounts or Selected Accounts. 
 Step 3: Then, enter the date range and open the report.
 The report will show you the data based on the bill reference number.