Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How can i apply different discount for each item while entering a sale invoice in BUSY?
To apply different discount for each item while entering a sale invoice in BUSY, follow below steps:
Step 1: Go to Administration menu and click on Configuration submenu
Step 2: Then Select Feature and Option and click on the Inventory tab and select item wise discount type option as per your preference then select save for save changes
Step 3: Now go to Administration menu then select Configuration submenu.
Step 2: Then select voucher series configuration option and then voucher type such as sales
Step 3: After that select series and select voucher configuration option. Now enable item wise discount as Y and specify discount structure, Then select save option to save changes
Step 4: Then go to transaction menu and submenu sales
Step 7: After that choose the add option and provide the necessary details, including series, date, and party. After entering item Quantity a window will appear allowing you to input the discount for each item and then select save option to save invoice.
I want to change the tax category to % for all items in a particular group. What is the easiest way to do this in bulk?
Tax rates mentioned in item master which is applicable for all vouchers. If you want to change the tax rates for your items that are mentioned in the item master, you can follow these steps:
Step 1: Open BUSYand select the company you want to work with. Then, go to the Administration tab and click on the Masters.
Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from.
Step 3: Select the item that you want to change the tax rate for. This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one.
Step 4: Click on Save to apply the changes and close the window.
Please note to take latest Backup of your data before make any changes in your data.
Can we revise a quotation voucher after the invoice it has been issued?
To revise a quotation voucher after the invoice it has been issued follow the below steps:
Step1:
Checking the Invoice Status: Verify the status of the invoice related to the quotation. If the invoice is already generated you can not modify the quotation .
Step 2:
Reopen the Invoice :Reopen the invoice before revising the quotation. Go to the invoice entry and cancel it .Shortcut Key is Alt+X.
Step 3:
Open the Quotation Voucher:Once you have verified the necessary requirements, open the quotation voucher that needs to be revised by clicking on its reference number
Step 4:
Make the Revisions:In the quotation voucher entry window, make the necessary changes or updates to the quotation details. Modify the quantities, rates, taxes, discounts, or any other relevant information as required.
Step 5:
Update the Invoice (If Needed):If you had to reopen the invoice in Step 2, update the cancel invoice with the revised quotation details and ensure that it accurately reflects the changes made.
How do I create a credit note for an invoice in BUSY?
BUSY accounting software provides a user-friendly interface for creating POS (Point of Sale) billing voucher entries. Here are the solution steps to create a POS billing voucher entry in BUSY software:
To handle multiple payment methods, such as cash, credit cards, and digital wallets follow the below steps:
Step1: Multiple Payment Methods:Select the payment method used by the customer, such as cash, credit card, or digital wallet. If the customer is paying through multiple methods, enter the amounts accordingly. Enable Settlement details in the advanced POS configuration for the multiple payment methods
Step 2:Payment Allocation:Enter the amounts paid by the customer for each payment method selected. For example, if the customer is paying partly in cash and partly through a credit card, enter the amounts accordingly.
Step 3 :Handling Payments:For each payment method used, BUSY software will allocate the corresponding amounts to the respective accounts or payment modules.Respectively Records will be shown according to the payment methods in the settlement reports.
Can a POS billing voucher handle multiple payment methods, such as cash, credit cards, and digital wallets?
BUSY accounting software provides a user-friendly interface for creating POS (Point of Sale) billing voucher entries. Here are the solution steps to create a POS billing voucher entry in BUSY software:
To handle multiple payment methods, such as cash, credit cards, and digital wallets follow the below steps:
Step1: Multiple Payment Methods:Select the payment method used by the customer, such as cash, credit card, or digital wallet. If the customer is paying through multiple methods, enter the amounts accordingly. Enable Settlement details in the advanced POS configuration for the multiple payment methods
Step 2:Payment Allocation:Enter the amounts paid by the customer for each payment method selected. For example, if the customer is paying partly in cash and partly through a credit card, enter the amounts accordingly.
Step 3 :Handling Payments:For each payment method used, BUSY software will allocate the corresponding amounts to the respective accounts or payment modules.Respectively Records will be shown according to the payment methods in the settlement reports.
I am confused about the right way to add GST invoice in BUSY. Can you explain?
Please follow the below steps to Create Voucher in BUSY :
Step 1: Go in Transaction menu
Step 2: Press enter on sale & then click on add
Step 3: Select voucher series (default main) and Enter the voucher date
Step 4: Select sale type according to your party state & item tax rate ( if your adding sale voucher with the party belongs to same state then you have to select Local Sale type & if party belongs to other state then you have to select central sale type)
Step 5: select party master and then select material center (main store or from which MC you want to out your stock)
Step 6: select item master & enter the qty, price
Step 7: apply tax through f4 in bill sundry (if you select multirate or single tax rate sale type)
Step 8: save through F2 or click on save button
How to create vouchers and enable/disable options in BUSY?
If you want to add vouchers 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 tab and select the voucher type such as Sales, Purchase, etc.
Step 2: After selecting voucher click on Add and fill all the required details such as Date, Voucher No., Items, Amount, etc and save the transaction.
If you want to Enable / Disable any feature in BUSY, you can follow these steps:
Step 1: First take backup of your data.
Step 2: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on Configuration.
Step 3: Under Configurations, select Features / Options, Then, click on the tab that corresponds to the feature you want to enable or disable.
Step 4: Mark or unmark the checkbox for each feature, or type Y or N to indicate your choice. Save the changes when you are done.
Can I apply discounts or taxes to quotations?
In Sale Voucher, Select the Sale Purc Type fo Local, Central,Export, Import, Stock transfer and SEZ. as per your requirement.
Sale Purc Type
Single Tax Rate: It is used to charge tax at voucher level, where all items belongs to single tax Rate.
Itemwise Tax Rate: It is used to charge tax at Item level.
TaxInclusive Tax Rate: It is used to charge tax at Item Level and tax value is already included in item price.
Multi Tax Rate: It is used to charge tax at voucher level, where items belongs to different tax rate.
We can apply Discount At Item Level & At Voucher Level.
For Item Level :
Step 1:- Administration
Step 2:- Configuration
Step 3:- Voucher Series Configuration
Step 4:- Select Voucher Type & Series
Step 5:- Voucher Configuration
Step 6:- Enable the Item Wise Discount
Step 7:- During Voucher Entry, Discount window will popup for each Item.
For Voucher Level : Discount & Delivery charges can apply the Discount Bill sundry which will calculate on Overall voucher amount."
What is the process for creating a purchase order in BUSY?.
To create a purchase order in BUSY, you need to enable the order processing feature in the inventory section.
Step 1: After enabling Order Processing, Go to Transactions Menu and click on Purchase order voucher option.
Step 2: under Purchase order voucher option click on Add.
Step 3: Select series name, Date, voucher no. purchase type.
Step 4: Choose the Party Name: Select the supplier or vendor for whom you are creating the purchase order.
Step 5: Specify the Material Center Name.
Step 6: In the purchase order form, you'll also need to enter item details for the products you want to order. This typically includes:
Item Name or Code, Quantity, Unit (e.g., pieces, kilograms) Price per unit and
Step 6: Any additional details such as discounts, taxes, and other charges.
Step 7: After entering all the necessary information, click on the Save button to create the purchase order.
How do I charge expense in sales invoice and apply separate tax on it?
To charge expense in sales invoice and apply separate tax on it, you need to create the item master in place of expense and charge it at item level.
To generate item master for expense, you can follow the below steps:
Step 1: Go to administration section then click on master menu and click on item tab.
Step 2: Now, select add tab then specify the item name, group, n.a in unit field, tax category, HSN code and select specify here in specify sales account field and tag then expense account in it.
Step 3: After mention all the details in item master, you can save it.
To generate sales invoice and charge expense at item level, you can follow the below steps:
Step 1: Go to administration section then click on sales invoice and select add tab.
Step 2: Now, update the invoice number, date, party name, item details along with quantity and price then apply charges at item level and save the invoice.
