Frequently Asked Questions

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 It means the original bill is no longer valid and won't be processed further for payment.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.

If you want to correct tax calculation errors in BUSY, 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.

To add any transport charges in your invoices in BUSY, you can use the Bill Sundry option in the invoices. A bill sundry is an additional charge or deduction that you can apply to your invoice amount. There is a default bill sundry called Freight & Forwarding Charges that you can use for transport charges. If you want to create a new bill sundry with the name of Transport Charges, you can do so by pressing F3 in the voucher on the bill sundry rows. This will open the Bill Sundry Master window, where you can enter the name, type, nature, and rate of the new bill sundry. You can also set up the accounting effects for the new bill sundry. After creating the new bill sundry, you can select it in the invoice and enter the amount of transport charges.

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.

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.

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

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.

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.

If you want to settle payment in voucher follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Click on voucher series configuration
Step 4: Select the invoice such as sale,purchase etc
Step 5: Afterwards select the series such as main etc
Step 6: Click on voucher configuration button
Step 7: Select enable settlement details option a Y to enable it
Step 8: Click on configure button
Step 9: Then tick the options such as cash,credit card 1,2 etc and you can tag bank accounts or cash accounts in it specifically
Step 10: Afterwards click on ok button then save the changes
Step 11: Go to transactions menu then click on sales
Step 12:Try to create a new invoice from add button afterwards it will give you a prompt for the settlement you can settle the bill in cash,bank as required in voucher 

A pick-up sales challan includes details such as the seller's and buyer's information, the item description, quantity, unit price, total value, and any other relevant information related to the dispatched goods.
To make a sales invoice from a pick-up sales challan follow the below steps: 
Step1:Create Challan: Enable Sales/purchase challan from Inventory menu . Configure challan options properly 
Step 2 : Create Sales Invoice : BUSY software allows us to convert from pick-up sales challan with the help of function key F11. This includes all item details information, bill sundry information of the invoice . 
Step 3: Review and Verify the Invoice : Need to adjust Challan reference in the sales invoice from the auto populate window . Double-check the information on the sales invoice to ensure accuracy and completeness. Verify that all relevant details are included and correctly calculated.