Frequently Asked Questions

To generate Purchase return entry you need to follow the steps 
1 Go to transaction menu and click to purchase return and add 
2 fill the purchase series date number and purchase type 
then add party name and material centre 
3 while open the original purchase box mention the invoice number 
and date against which you are return 
4 fill the item details like item name quantity rate amount then apply 
tax and save 
if the purchase return voucher not showing in BUSY then it could be 
possible the the user you are using its dont have the authority to generate 
the voucher so follow the steps to enable it 
1 Open BUSY with admin user Id 
2 go to administration menu and click on user then click on modiFinancial Year and search 
your user name and open then go to menu rights option and allow for Purchase 
return voucher and save 
3then open BUSY with your user ID and password

Applying a partial payment to an invoice in BUSY , here are the steps to correctly apply a partial payment:
 Step 1 :Open the BUSY software and log in with your credentials.
 Step 2 :Navigate to the area of the software where you can access invoices.
 Step 3 :Find the invoice for which you want to record a partial payment.
 Step 4 :Open the invoice by clicking on it or selecting it from the list. Step 5 :Look for a Paymentor Receive Paymentbutton or option.
 Step 6:In the payment section, you should be able to specify the amount of the partial payment you are receiving.
 Step 7 :Often, you will see a field where you can allocate or apply the payment to specific invoice items.
 Step 8 :Ensure that the payment date is accurate and matches the date when you received the partial payment.
 Step 9:Once you've entered the partial payment amount and allocated it to the invoice, save the changes.

To cancel the invoice that you created incorrectly you can follow the steps
Step1 go to the voucher list and select the voucher and open it in modify mode
Step2 click on cancel button mentioned in the top right corner of voucher module or press Control and X together 
Please note that once an invoice is cancelled it would be show under cancel voucher numbering reports under check list menu which is under display menu and if you want then you can active it further but old voucher details could not be visible .
To delete the invoice that you created incorrectly you can follow the steps 
Step1 Go to the voucher list and select the voucher and open it in modify mode
Step2 click on delete button mentioned in the top of voucher module or press Function F8 key 
Please note that once an invoice is deleted it could not be shown in the list or voucher or in the voucher numbering reports .

To create invoices in BUSY you can follow the steps. 
 Step 1. Open BUSY Software 
 Step 2. Open company 
 Step 3. Go to transaction menu click 
 Step 4. Select that voucher type which you want to create e.g. if you want to create sales then click on sales voucher 
 Step 5. Click on Add 
 Step 6. Select series, date, voucher bill no, then fill other details then save the voucher. 
 your voucher is created. 
 To cancel invoices in BUSY you can follow the steps. 
 Step 1. In transaction menu 
 Step 2. Select that voucher type which you want to cancel e.g. if you want to cancel sales then click on sales voucher 
 Step 3. Click on modify 
 Step 4. Then in upper side of the voucher you will get the option of cancel. 
 Step 5. Click on cancel 
 Step 6. Specify reason for cancelation and cancel it.

To create sales invoice with multiple items and multiple tax rates you can follow the steps 
 Step1 Go to transaction menu and click on sale then click to add 
 Step2 fill voucher series voucher date voucher number then select sale type as Multirate but 
 multirate will be depend on party state if party belongs to other state then select IGST multirate 
 if party belongs to same state then select LGST Multirate 
 Step3 Select the material centre from where the material will deliver and select the party name 
 Step4 in item field press F3 to create new item then fill item name item group 
 then select tax category and hsn code then save 
 note that the tax category of different item must be mention in item tax category field 
 Step5 then fill the item quantity rate and amount in voucher 
 Step6 press F4 to apply tax and save the voucher

To make the voucher entry in BUSY follow the steps 
 1 To create sale sale or purchse voucher follow the steps 
 Go to transaction menu click on sale or purchase and click to add then fill the voucher series 
 name voucher date and number then select the sale purchase type based on party state 
 then select party name then fill item name and its quantity rate amount and ensure that 
 tax category mentioned properly in item master along with valid HSN code then apply tax 
 and save voucher 
 2 To create receipt or payment voucher go to transaction menu click on receipt or payment 
 Fill voucher series date and number then select the GST nature for payment voucher and debit 
 the expense or party and credit the cash or bank and for receipt voucher Credit the party name 
 and debit the cash or bank then save the voucher

If you've entered an expense in a voucher on BUSY software but it's not showing up under the Office Maintenance account, there are a few steps you can take to resolve the issue:
Step 1: First, make sure that the expense account you're using is listed under the Office Maintenance account group (if you've created an Office Maintenance account group in BUSY).
Step 2: Next, you'll need to pass a journal entry. To do this, go to the Transaction menu and click on Journal, then select the Add option.
Step 3: Here, debit the expense account and credit it to the appropriate account. This should allow it to show up correctly in your profit and loss or any other accounting report.
If you're using the Office Expense account directly, you'll need to debit that master directly in the journal voucher as an expense and credit it to another account. This should ensure that the effect is shown correctly.

To validate hsn while generating invoice you can follow the steps. 
 Step 1. Place cursor on item 
 Step 2. Then press Alt + m To open the item in modify mode. 
 Step 3. You will get the option of validate in front of hsn code. 
 Step 4. Click on validate and check it's valid or not. 
 Step 5. If not then need to mention the correct hsn code. 
 To validate gstin while generating invoice you can follow the steps. 
 Step 1. Place cursor on Party master. 
 Step 2. Then press Alt + m To open the party in modify mode. 
 Step 3. You will get the option of validate in front of gstin. 
 Step 4. Click on validate and check it's valid or not. 
 Step 5. If not then need to mention the correct gstin. 
 After this you can generate the invoice.

To Create Bill to Ship to invoice with delivery address entry in BUSY you need to follow the steps 
 Step1 Go to administration menu and click on Configuration 
 Step2 Click on voucher series configuration and select sale Voucher and its required series 
 Step3 click on Voucher configuration and enable separate Billing shipping details and save 
 Step4 Go to transaction section in BUSY and click to sale then add 
 Step5 Fill neseccary voucher details like series voucher date voucher Number Sale Type 
 Step6 fill the party name and must ensure party master have the address details 
 Step7 after selecting party name a billing shipping details box 
 will appear where you have to select as per party master in GST report basis option 
 Step8 Then on billing shipping details option fill the delivery address and state then press ok 
 Step9 apply tax and save the invoice

If you have overclaimed Input Tax Credit (ITC), you can adjust it in the next returns by reducing the amount of ITC claimed in subsequent returns by the excess amount that was previously claimed. This will help correct the overclaimed ITC. Below are the steps you can follow in BUSY to do this:-
 Step 1: Click on the "Transaction" menu.
 Step 2: Then, click on "Journal voucher." After that, click on "Add" and open the voucher.
 Step 3: Define the entry with the excess ITC claimed amount taken in the previous month, and then click on the "Save" button.
 Step 4: Define GST Nature as "GST Tax adjustment," and while saving the voucher, the "GST adjustment details" window will appear. Define the GST Adjustment type as "ITC Reversal/Ineligible ITC with Input adjustment type."
 Step 5: This will reduce the amount of ITC with the amount that you reversed by passing this entry.