Frequently Asked Questions

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.

To configure and use the tax settings in BUSY for accurate taxation, you can follow these steps:
 1. Go to the Tax Category Master in BUSY.
 2. Modify or create new tax categories as per your requirements.
 3. Set the tax rates for each category.
 4. Assign the appropriate tax category to each item or service in your inventory.
 5. Configure the tax calculation method, such as inclusive or exclusive tax.
 6. Set up tax components like CGST, SGST, IGST, and Cess.
 7. Ensure that the tax settings are correctly applied to your sales and purchase vouchers.
 8. Generate reports to verify the accuracy of your tax calculations.
 9. Regularly update and review your tax settings to stay compliant with tax regulations.
 By following these steps, you can configure and use the tax settings in BUSY for accurate taxation.

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.

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.

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.

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.

To include freight & additional charges in your sales voucher, you can use the Bill Sundry option in the sales voucher. There is a bill sundry already created with the name Freight & Forwarding Charges. You can select this option and enter the amount of the freight charges. This will add the freight charges to your voucher. If you want to create a new bill sundry other name, 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 that charges.