Frequently Asked Questions

If you want to record customers payments and vendor bills in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Transactions menu.
Step 2: Choose the Receipt Voucher to record the customer payments received.
Step 3: Fill in the necessary details such as Date, Voucher no., Amount, etc. and save.
Step 4: Choose the Purchase voucher to record the vendor bills.
Step 5: Enter the necessary details such as Date, voucher no, Party name, items, etc and save.

To reverse a sale and reduce the taxable amount in BUSY, you can create a credit note voucher by using these steps:
Step 1: Go to transactions menu then select credit note (w/o items) and click on add.
Step 2: After that enter the required details such as date, voucher number, GST nature as against sale, debit and credit account with amount then save.
Step 3: At the time of saving a window will appear in that you have to mention the original invoice number and other details then save.

To identify and fix the issues in invoice amounts you need to follow the steps 
 Step1 go to transaction menu and click on list and select the date range then open the 
 voucher where the issue occour 
 Step2 Check is there any bill sundry applied in voucher or not if applied then open it in modify 
 mode and check does it tag in sale or any other ledger due to bill sundry master it can be 
 possible your invoice showing different

To ensure that Gst is correctly applied on the insurance voucher kindly follow below steps:
 Step 1: Click on transaction menu & modify journal entry for insurance exepnse voucher.
 Step 2: Click on insurance expense account & press alt+M to modify window & check gst rate is correctly mentioned.
 Step 3: Check the entry that debit amount in input tax is correctly mentioned.
 Step 4: While saving voucher we will get option to update gst rate and amount.
 Step 5: Verify details and save the voucher.

To reduce the sale in BUSY if the opposite party has given a debit note, you need to follow these steps:
Step 1: Go to transactions menu then select credit note (w/o items) and click on add.
Step 2: After that enter the required details such as date, voucher number, GST nature as against sale, debit and credit account with amount then save.
Step 3: At the time of saving a window will appear in that you have to mention the original invoice number and other details then save.

After creating the account, how do I create a bill and include the customer or creditor  in BUSY,please follow below steps:
Step 1: Click on Transaction menu 
Step 2: and then select Sales or Purchase option 
Step3:  and then select Add tab 
Step 4: fill voucher header details like , date , vooucher no, MC Name , Sale type.
Step 5 : Click on the Item entry select Item from the list . 
Step 6: Enter tax detils in bill sundry 
Step 7: Save the voucher

To enter the HSN or SAC code for the debit note voucher, follow these steps:
Step 1: Go to transactions menu then select debit note (without item) voucher and click on add to create a new voucher  or open voucher in modify mode if it has already been created.
Step 2: Enter the required details such as date, voucher number, GST nature as per required.
Step 3: Select debit and credit account with amount.
Step 4: Enter HSN or SAC code in adjustment of debit note credit note window.

Yes, I can explain how to issue a credit note against a sale voucher. To do this follow the below steps:
Step 1: Go to transactions menu then select credit note (w/o items) and click on add.
Step 2: After that enter the required details such as date, voucher number, GST nature as against sale, debit and credit account with amount then save.
Step 3: At the time of saving a window will appear in that you have to mention the original invoice number and other details then save.

To credit the party to reduce overpayment in a purchase bill, you need to create debit note by using these steps:
Step 1: Go to transactions menu then select debit note (w/o items) and click on add.
Step 2: After that enter the required details such as date, voucher number, GST nature as against purchase, debit and credit account with amount then save.
Step 3: At the time of saving a window will appear in that you have to mention the original invoice number and other details then save.

You can enter the opening balance for a bank account in the starting financial year of the company. You have to split the financial year then follow the below steps after the data backup.
Step 1: Click on Company menu
Step 2: Then Split Financial year
Step 3: Then select the company and FY from which you want to split it
Step 4: Then mention the company admin user and password 
Step 5: Untick the option after splitting delete the FY from the source company and click on split.