Frequently Asked Questions

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.

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 

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.

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.

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.

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.

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.

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

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.

To enter the item exchange in BUSY you can use the feature allow sales return in sales voucher option.
Step 1: Go to administration menu and select configuration from it.
Step 2: Then select feature and option and click on inventory tab option.
Step 3: Then tick on allow sales return in sale voucher option.
Step 4: Now while add voucher in BUSY mention minus sign in qty option to add sale return in sales voucher.