Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
What steps should I take to automatically capture the vendor's name in purchase vouchers?
The vendor name not automatically capture in the purchase voucher in standard voucher. If your purchase will happen with the one vendor then you can add it in POS purchase voucher, there it shows what default vendor name you added in the voucher configuration series wise.
Pls Follow the Below Steps :
Step 1: Click on Administration
Step 2: Then Configuration
Step 3: Then Features and Options
Step 4: Then enable the POS option and Go to Voucher Series Configuration
Step 5: Then select the puchase voucher type and series
Step 6: Click on Voucher Configuration Option
Step 7: On right bottom,Enable the advance POS data entry option and click on tab
Step 8: Click on header configuration, Select the party name to pick default in voucher and set it at variable. mention the other required details also and save it.
Is there any difference in the new regenerated bill and the cancelled one?
Yes, a regenerated bill and a cancelled bill represent two different states of a transaction:
Regenerated Bill: This refers to a bill that has been recreated or generated again, usually due to some changes or updates required in the original bill. It might occur when there are errors in the initial billing, adjustments needed, or modifications to the transaction details. The regenerated bill contains the corrected or updated information compared to the original bill.
Cancelled Bill: A cancelled bill, on the other hand, indicates that the bill has been voided or annulled. It means the original bill is no longer valid and won't be processed further for payment. This can happen for various reasons such as errors, duplicate billing, or if the transaction needs to be completely reversed for some reason. A cancelled bill essentially negates the financial impact of the original bill.
How to generate credit note in BUSY.Explain end-to-end process
Follow below steps to generate credit note in BUSY:
Step 1: Go in transaction section.
Step 2: Then select relevant voucher as per your requirement either credit note or Cr.Note W/O.
Step 3: In case of credit note , Click on add new.
Step 4: Specify the required details as series,date,voucher type,party master, and item details.
Step 5; At the time of saving it will ask you the original invoice number.
Step 6: Mention original invoice number.
Step 7: Save the voucher.
Step 8: In case of Cr. Note W/O, click on add new.
Step 9: Then mention series, date and voucher number.
Step 10: Select GST nature as per your requirement.
Step 11: add the account entry.
Step 12: While saving a adjustment window will appear.
Step 13; Specify original invoice details and tax calculation.
Step 14: Save the invoice.
How can I correct an invoice in BUSY if I made a mistake on it originally?
To correct an invoice in BUSY if made a mistake on it originally. If you have generated e-invoice on same invoice than you can not modify invoice, for the same you need to cancel invoice with e-invoice and regenerate same invoice with e-invoice other new invoice number. if you don’t have e-invoice or still you don’t have generated e-invoice than only you can modify invoice and correct your mistake.
Step 1: To correct an invoice in BUSY Go to Transactions Menu.
Step 2: Click on sales voucher option.
Step 3: Choose the modify option to make changes to an existing voucher.
Step 4: Select Voucher Series Name and voucher number which you want to modify correct invoice.
Step 5: After modify Make the necessary corrections to the invoice, such as updating details and Save the modified voucher to apply the corrections.
I am unable to create post sale purchase discount voucher How can i resolve this?
If you are unable to create discount vouchers then please follow the given steps
Step 1: Go to the transaction then select the Credit note without item voucher
Step 2: Then add credt note
Step 3: Then in the GST nature select Cr. note issue against sale
Step 4: Then after enter all details while saving adjustment of debit note credit note window will appear
Step 5: Here in reason you have to select post/sale purchase discount and and save after enter all details.
Step 6: If you want to enter the discount received voucher then you have to add the debit note without voucher.
If you encounter the any issue, you can contact us through our centralized helpline at 8282828282
or 11 4096 4096, or you can email us at support@busy.in.
The forwarding charges I entered are being calculated as part of the product tax. How can I enter them separately?
To enter the separate forwarding charges as part of the product tax. You need to follow the below steps:
Step 1: Go to the Transaction section in BUSY.
Step 2: Within Transaction, find and select Sales Invoice.
Step 3: Locate the specific invoice where forwarding charges were entered and want them to be calculated separately from the product tax.
Step 4: Once you've selected the right invoice, you need to modify it. Look for the Modify option or button and click on it.
Step 5: In the modified invoice, find the section or field where you entered the forwarding charges.
Step 6: Ensure that the forwarding charges are correctly placed under the Bill Sundry option. i.e., before the tax.
Step 7: After that, save your changes.
Step 8: Now, when you print the final invoice, the forwarding charges will be calculated separately, not the part of the product.
How can i maintain the item-wise discount in BUSY?
If you want to maintain the item-wise discount in BUSY please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on features and options
Step 4: Then click on inventory tab
Step 5: Then make sure item-wise discount type should be selected as simple or compound and save the changes
Step 6: Then go to administration menu again
Step 7: Then click on configuration button
Step 8: Then click on voucher series configuration
Step 9: Then select the voucher such as sale,purchase etc
Step 10: Then select the series and then click on voucher configuration and enable item -wise discount
Step 11: Then specify the discount structure and save the changes
Step 12: Then go to transactions menu then open the voucher such as sale,purchase etc
Step 13: Then you can create the voucher and specify the discount as required from there
Some tax codes are missing in the dropdown. How can I add or edit them?
To add or edit tax codes in the dropdown,you can follow these steps:
Step 1: Choose the correct Tax category for each item in the Item Master.
Step 2: Verify that the Sale/Pur Type is correct for each voucher.
Step 3: If the invoice includes any additional charges, check that the tax is applied correctly to them.
If you want to modify a sales invoice in BUSY, you can follow these steps:
Step 1: Open BUSYand select the company you want to work with. Then, go to the Transactions tab and select Sales.
Step 2: After selecting voucher click on Modify and select the voucher no. that you want to change. You can make any changes that you want and then click on Save again.
Step 3: You can also open that voucher from the list of sale vouchers.
My tax rates are not getting saved correctly when I reopen edited invoices. What should I do to retain tax rate changes?
To add or edit tax codes in the dropdown,you can follow these steps:
Step 1: Choose the correct Tax category for each item in the Item Master.
Step 2: Verify that the Sale/Pur Type is correct for each voucher.
Step 3: If the invoice includes any additional charges, check that the tax is applied correctly to them.
If you want to modify a sales invoice in BUSY, you can follow these steps:
Step 1: Open BUSYand select the company you want to work with. Then, go to the Transactions tab and select Sales.
Step 2: After selecting voucher click on Modify and select the voucher no. that you want to change. You can make any changes that you want and then click on Save again.
Step 3: You can also open that voucher from the list of sale vouchers.
How to maintain foreign currency invoice details for exports in BUSY?
To maintain foreign currency for invoice details in BUSY, you need to below steps:
Step 1: Go to Administration then click on Configuration.
Step 2: Then Click on Features Options and then Click on Accounts Tab.
Step 3: Enable Multi Currency feature then Save It.
Step 4. Then go to Administration click on Masters.
Step 5: Then Click on Account and modify the customer account ledger.
Step 6: Enable Multi Currecy in the account ledger and save it.
Step 5: Then, go to Transactions Tab, Add Sales Voucher with Sales Type Central- Export can be taxable or exempt according to your Invoice.
Step 6: After selecting account ledger a currency details dialogue box will appear.
Step 7: Choose the currency and enter the conversion rate.
Step 9: Then Enter Item details, quantity and price details and save the voucher.
