Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How can I apply discount on the total invoice value?
If you want to apply discount on the total invoice value of sales then you can apply Discount at bill sundry during voucher entry by following these steps:
Step 1: Go to Transaction section then select the sales voucher type.
Step 2: Click on add option and then create invoice with required details
Step 3: Next, Select the Discount Bill sundry master at Bill sundry grid and mention the discount amount.
Step 4: Save the Invoice.
How do I cancel or delete an invoice in BUSY?
To cancel or delete an invoice in BUSY, you need to follow the below steps:
Step 1: Go to the transaction menu.
Step 2: Then select the invoice as per your requirement.
Step 3: Open that invoice in the modify mode you want to cancel or delete.
Step 4: Now you can cancel or delete the invoices by clicking on them or by pressing the short-cut key f8 for delete and Ctrl + X for cancel.
I need step-by-step instructions for generating specific types of invoices.
To generate specific types of invoices in BUSY, follow these step-by-step instructions:
Step 1: Open your company in BUSY
Step 2.: Then Go to the transactions tab then click on invoice such as sales and purchase.
Step 3:Then Click on add option
Step 4: Then specify the details such as date, party name, voucher number sale/purchase type ,item,quantity and amount etc then apply the tax and proceed
Step 5: After specifying those details save the invoice
How do I configure automatic date picking in BUSY?
To configure automatic date picking in BUSY follow below steps:
Step 1: Go to administration menu and select configuration from it.
Step 2: Then from configuration menu select feature and options.
Step 3: Then select voucher series configuration option then select relevant voucher type and series.
Step 4: After selecting series click on voucher configuration option.
Step 5: Then set default date in voucher as system date option.
Step 6: Then click on save button to save configuration.
How do I record refunds or cancellations in BUSY?
In BUSY you can cancel an invoice by using these steps:
Step 1: Open your company and go to Transaction menu.
Step 2: Select the voucher type which you want to cancel such as Sales, Purchase, etc.
Step 3: Click on Modify and choose the voucher and open it.
Step 4: Click on cancel button and press ALT+X and proceed.
You can open the voucher from the voucher list or related ledger.
How can I update my current years transaction data?
To update the current year transaction data in BUSY, you can create the Voucher in BUSY manually by follow these steps:
Step 1: Go to transaction section then select the required voucher type.
Step 2: Click on add then create the invoice with required details and save the same.
Note- If you want to update the transaction in bulk then you can either import voucher from excel or can create multiple transaction through bulk updation.
I need to cancel or modify a sales invoice in BUSY but it does not seem possible. Is there any way to cancel or edit a finalized sales invoice?
Yes, you can modify or cancel the sales invoice in BUSY by following the below steps:
Step 1: Go to transaction section then click on sales voucher type
Step 2: Choose the Modify option and access the required invoice in modify mode
Step 4: Now, You can update the required details and save the invoice in case of modification and to cancel the sales invoice press Ctrl+X shortcut and provide a remark for the cancellation.
I need the bill summary in the rd line but TCS amount in the nd line in my sales invoices. Is there a way to do this?
TCS amount appears on different lines in sales invoices because the bill sundry works like a flexible field. It can be in the second or third line. It's positioned this way to be applied after all other bill sundries, ensuring it's calculated on the net bill amount.
there's an option to standardize bill sundries, but it's not recommended to standardize them because TCS should be charged based on the net bill amount.
The place of supply in the E-Way bill is showing the foreign buyer's address instead of the Indian port address. How can I fix this?
If you want to change the port address, please follow these steps.
Step 1. You can add a port address for export parties or SEZ unit parties.
Step 2. After entering the details and saving the voucher, an Export Shipping Details option will appear.
Step 3. Click on Update Port Address and change the required details such as address 1, address 2, place, pin code, and state, then save
The new brand name I am adding is not getting saved during purchase entry even though I add it in F What should I do?
To add the item master during purchase voucher entry in BUSY, follow these steps:
Step 1: Go to transaction section then click on purchase voucher type
Step 2: Click on add then specify the required details for voucher entry.
Step 3: Now, press f3 at item grid to create a new item master then update all required details and save the master.
Step 4: Select the required item details, quantity and more then save the bill.