Frequently Asked Questions

To convert a sales order into an invoice in BUSY, Follow the below steps:
Step 1: Go to transactions menu then select sales voucher and click on add.
Step 2: Enter the required details such as date, voucher number, sale type and same party as in sales order.
Step 3: In item row press F11 a window will open of pending order you can select from them and items will auto pick.
Step 4: After picking items save the invoice. 

To manage sales and purchase in BUSY, you need to post sales and purchase entry by follow these steps:
Step 1: Go to transaction section then click on sales or purchase voucher.
Step 2: Click on add then specify the voucher series, date, voucher number, sales/purchase type, party name and material center in header.
Step 3: Now, select required item details along with quantity and price then apply tax.
Step 4: After update all details in voucher, save the invoice.

To cancel a particular bill in BUSY software, follow the below steps.
Step 1: Open a BUSY company
Step 2: Go to the transaction column and select sales under sales. Select the modify option and mention the particular bill number that you want to cancel.
Step 3: Go to the Modify screen and click the cancel option on the right side at the top, or press the shortcut key ALT+X on the keyboard to cancel the particular voucher.

It is possible that the problem is with the sales type you are selecting in the voucher, you need to select the local sales type while entering any invoice in which party belongs to the same state and if you are using the billing shipping option, and If you want to apply GST according to party master details then select GST report basis as per party master on billing shipping details window and then check.

If the BUSY is not allowing to generating voucher then there could be many reasons : 
 1.If the company is logged in through a subuser, and that user has restrictions on voucher creation. 
 2.If the BUSY License Subscription (BLS) has expired and you were using the Audit Trail feature. 
 3.If BUSY is running in demo mode, invoice creation may be restricted after 30 days from the date books commenced for the company.

If one service bill invoice is missing in the company.Then someone has deleted the voucher you can check in the missing voucher report and then re enter that voucher.
 Pls follow the below steps for checking the missing voucher :
 Step 1: Click on Display
 Step 2: Then Checklist 
 Step 3: Then Voucher numbering reports
 Step 4: Then Missing voucher no.
 Step 5: Then select the required voucher type and series then check it.

To correct the issue of the purchase voucher showing IGST instead of CGST/SGST for a domestic supplier invoice in BUSY, you need to follow these steps:
Step 1. Open then purchase voucher .
Step 2. Change the purchase type from IGST to Local GST .
Step 3. Then apply tax and resave voucher .
By following these steps, you can correct the issue of the purchase voucher showing IGST instead of CGST/SGST for a domestic supplier invoice in BUSY.

To configure date-wise tax rates , please follow below steps : 
 Step 1: Navigate the administration menu .
 Step 2: select master and then tax category 
 Step 3: modify particular tax category you want o change 
 Step 4 : look for the option in the tax category report view of with effective dates .
 Step 5; enter the tax rate with the changes of dates . 
 Step 6: save the configuration

To configure date-wise tax rates , please follow below steps : 
 Step 1: Navigate the administration menu .
 Step 2: select master and then tax category 
 Step 3: modify particular tax category you want o change 
 Step 4 : look for the option in the tax category report view of with effective dates .
 Step 5; enter the tax rate with the changes of dates . 
 Step 6: save the configuration

If you want to apply discount on the net bill amount instead of taxable value, you need to follow the below steps: 
 Step 1: Check your invoice. You should apply the discount after the tax so it will deduct from the sales invoice value in the bill Sundry 
 Step 2: Check that if an item-wise discount is applied to each item of the invoice, then it will reflect only after the tax amount.