Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How do I edit a saved invoice draft?How do I generate invoice in BUSY?
To edit a saved invoice in BUSY, you can follow these steps:
Step 1: Go to the Transaction menu and choose the voucher type that you want to modify or delete, such as Sales, Purchase, etc.
Step 2: Click on Modify and open the voucher that you want to edit.
Step 3: Make the necessary changes and save them again.
Step 4: You can open the voucher from the voucher list or from the releated ledger.
Note: Take backup before making any changes.
To generate an invoice in BUSY, you can follow these steps:
Step 1: Open your company and go to Transaction menu.
Step 2: Select voucher type which you want to create such as Sales, Purchase, etc.
Step 3: Click on Add and enter all the necessary details such as date, Vch no., Party Name, Item, etc and save.
How can I fix errors when generating invoices or vouchers?
To fix errors when generating invoices or vouchers, you can follow these steps:
Step 1. Check for possible errors before generating the invoice or voucher.
Step 2. If an error occurs, reopen the voucher and make necessary changes.
Step 3. Save the voucher after making corrections.
Step 4. Generate the invoice or voucher again.
Step 5. If you encounter a duplicate acknowledgement number error, ensure that the invoice number is unique.
Step 6. If there is a mistake in the original e-invoice, cancel it from the portal and regenerate the invoice with corrections.
Step 7. If you need to make corrections to an invoice after it is generated, you may have to cancel the entire voucher and recreate it.
Step 8. After cancelling an e-invoice from the portal, you can generate the same invoice number again from BUSY without errors.
What should i do if having trouble scanning barcodes during voucher entry?
If you are facing issue with scanning barcodes during voucher entery, you need to check these troubleshooting steps:
Step 1: Open notepade on your system and scan the barcode and check if the barcode number appear not. If not then you need to check the barcode scanner.
Step 2: For barcode scanning POS configuration should be configured. To do ths go to administration menu then select configuration sub menu.
Step 3: Select voucher series configuration then select the voucher type such as sales, purchase etc.
Step 4: Choose the voucher series then click on voucher configuration.
Step 5: On right side bottom set Y on enble advanced POS data entry then click on configure advanced POS options.
Step 4: Here, you need to configure it as required and set Y on pick items name from barcodes then save.
How can I rectify errors in invoice generation like incorrect HSN code or missing transport details?
To rectify error in invoice generation like -incorrect HSN codes or mising transport details follow given below steps:
To solve hsn error follow these steps:
Step 1: Go to administration menu
Step 2: Then click on masters
Step 3: Then click on item
Step 4: Then open the item from modify or list option
Step 5: Then correct the item hsn code in item master and save it
To rectify error related to missing transport details follow these steps:
Step 1: Go to transaction menu
Step 2: Then click on invoice such as sales,purchase then open the invoice
Step 3: After that create invoice and when you save the invoice a transport window will appear so specify transport details such as transporter name and its id etc and proceed
The forwarding charges I entered are not showing up on the final invoice printout. Where do I need to enter these to have them appear?
To show the forwarding charges in Final Invoice Printout. You need to follow below step:
Step 1: Go to the Transaction section in your software.
Step 2: Within Transaction, find and select Sales Invoice.
Step 3: Locate the specific invoice where forwarding charges were entered and want them to appear on the final invoice printout.
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.
Step 7: Save your changes.
Step 8: Now, when you print the final invoice, the forwarding charges will be included on the printed invoice in the way you've configured.
Every time I generate a credit note, I have to manually update the company address. Why does it not take my address automatically?
If every time you generate a credit note, you have to manually update the company address, you need to check the below steps:
Step 1: Normally, this does not happen in both the format standard and design. For this, you need to update the below option. Go to Company and edit the company option. You need to update the address.
Step 2: You also need to check in standard. For this, you need to go to Administration, then Configuration, then Invoice Document Printing, then Standard, then select the credit note and update the address.
Step 3: You also need to check the standard. For this, you need to go to Administration, then Configuration, then Invoice Document Printing, then Advance, then select the credit note and go to the header part and update the address.
I cancelled my voucher by mistake. How can I reactive it?
If you want to activate a cancelled voucher, you can follow these steps:
Step 1: Go to the Display menu and click on the Check List option.
Step 2: Choose the Voucher Numbering Reports option and then select the Cancelled Voucher Nos. option.
Step 3: Specify the voucher type and date range that you want to search. The report will show you the list of cancelled vouchers. You can select the voucher that you want to activate by pressing Enter on it.
Step 4: After opening the voucher, click on the Activate button or press CTRL+X on your keyboard.
Please note When you cancel a voucher in BUSY, all the details of the voucher are erased from the system. Therefore, if you want to activate the voucher again, you have to enter the details again.
Can you explain the workflow for invoice creation in BUSY
In BUSY, the workflow for invoice creation typically involves the following steps:
1. Open the BUSY and navigate to the invoice creation section.
2. Enter the necessary details such as customer information, invoice number, and date.
3. Add the items or services being invoiced, along with their respective quantities and prices.
4. Calculate the total amount and any applicable taxes or discounts.
5. Review the invoice for accuracy and make any necessary adjustments.
6. Save the invoice and choose the desired method of sending it to the customer (e.g., printing, email, etc.).
7. Optionally, record the payment received against the invoice in the software.
Please note that the specific steps may vary slightly depending on the version and configuration of BUSY being used. It is recommended to refer to the software's documentation or contact BUSY support for detailed instructions.
Is it possible to convert a BC bill to a BB bill in BUSY software? If yes, how?
To convert B2C voucher in B2B Voucher then need to be followed the given steps :
Step 1: Go to Transaction Menu
Step 2: Click on Sale voucher then Click on List option
Step 3: Open the Specific voucher then Go to the Party name field and press ALT M for modify the party detials
Step 4: Select Type of Dealer as REGISTERED
Step 5: Enter the GST number in the GSTIN/UIN field then click on the Validate GST Online option, and then click on the "OK" button.
Step 6: Save the changes by clicking on save button
Step 7: Then Click on Sale Type option to select correct Tax either Local gst or Central gst if needed and save the voucher by clicking on save button
How do I create invoices in BUSY?
To create invoices in BUSY, you can follow these steps:
1. Open BUSY and go to the "Sales" module.
2. Click on the "Invoices" option.
3. Click on the "New" button to create a new invoice.
4. Fill in the necessary details such as customer information, invoice date, and invoice number.
5. Add the products or services you are invoicing for, along with their quantities and prices.
6. You can also add any applicable taxes, discounts, or additional charges.
7. Review the invoice details and make any necessary adjustments.
8. Once everything is accurate, click on the "Save" button to create the invoice.
9. You can then choose to print the invoice, email it to the customer, or save it as a PDF.
Please note that the specific steps may vary slightly depending on the version of BUSY you are using.
