Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
What is the right way to enter invoices for local and inter-state transactions in BUSY?
To enter invoice in local and central tax , you can follow the below steps:
Step 1: Go to transaction then select the voucher type and click on add
Step 2: Check the state of party if same state as you then it is a intra state transaction and if diffrent state then inter state transction
Step 2: Mention voucher type as local for intra state stansaction and choose central tax for tnter state transaction
Step 3: Check the state of party if same state as you then it is a intra state transaction and if diffrent state then inter state transction
Step 4: Then apply tax for selecting correct bill sundry for cgst and sgst if same state and igst if different state and save voucher
How do I add a service bill in BUSY?
If you want to create a service bill in BUSY please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on masters
Step 3: Then click on item
Step 4: Now click on add button
Step 5: Specify the item name and its group
Step 6: Then mention the unit as NA
Step 7: Afterwards specify the other details such as hsn code and tax category etc
Step 8: Then select the don't maintain stock balance option as Y and save the master
Step 9: Go to transactions menu and click on voucher such as sale,purchase etc then click on add button
Step 10: Specify necessary details such as voucher number,party name and date etc
Step 11: After that go to item grid select that service item that you have created before and do the entry accordingly
How can I apply discounts on sales in BUSY?
Find out the steps to apply discount in sales invoice In BUSY
For Item wise discount
Step 1 : Go to configuration
Step 2 : Then Go to voucher series Configuration
Step 3 : Then select sales voucher
Step 4 : Then select voucher series
Step 5 : Then enable item wise discount and specify discount structure
Step 6 : Then go to transaction option
Step 7 :Then add sales voucher and after entering item define discount percent Item wise
For Discount on total invoice amount
Step 1 : Go to transaction
Step 2 : Then add sales invoice
Step 3 : Then at bill sundry option select discount in bil sundry name
Step 4: And then mention discount percent or amount as per your requirement
How can i enable settlement details in sale invoice in BUSY?
To enable settlement details in sale invoice in BUSY, follow the below steps:
Step 1: Go to administration then click on configuration menu
Step 2: Then choose voucher series configuration and select sales and then series and
Steo 3: Now click on voucher configuration tab and speciy Y to enable settlement details and then click on configure tab.
Step 5: Then tick required settlement mode and specify the acocunts, then save the configuration by selecting save option.
Step 6: After that go to transaction menu then click on sales voucher.
Step 7: Then click on add tab and create the invoice with all necessary details.
Step 8: After that at the time of saving voucher a window will appear allowing you to specify settlement amount in approriate settlement mode then press ok and save the voucher.
How to make a ewaybill if my dispatch address is different?
To make a ewaybill if your dispatch address is different please follow these steps:
Step 1: Go to transactions menu then click on voucher such as sale
Step 2: Click on add to create a new voucher then specify the required fields such as voucher number,date sale or purchase type and party name etc
Step 3: Go to item grid and do the item entry as required then while saving the voucher a transport window will appear
Step 4: Select ewaybill required option as Y and select other neccesary fields then select transaction type as Bill from dispatch from and select dispatch details required option as Y and then specify the dispatch address and save the voucher
Step 5: Then you can proceed for a ewaybill generation of bill from dispatch from in BUSY
How to add GST and additional cess in sales voucher?
To add GST and additional cess in sales voucher, you need to first configure for additional cess by following these steps:
Step 1: Go to administration menu then select configuration sub menu.
Step 2: Select features and options then click on GST or VAT tab and here set Y on enable cess then enable additional cess.
Step 3: Now, go back to administration menu then select masters menu.
Step 4: Select tax category option then click on add and mention the name of tax category as required.
Step 5: Choose type then specify the GST rate and set Y on specify the cess rate then mention the rate.
Step 6: Now, you need to tag the tax category in the item master then when you sale that product the GST and additional cess will auto apply.
How can I create a sales invoice for a service in BUSY? How do I set up TDS deduction in BUSY?
To Create a sales invoice for a service In Item Master you need to select Tax Category of services like Services 18% and Services 5%
Step 1: Go to Transactions Menu and Click on sales voucher.
Step 2: Click on Add option.
Step 3: Fill in Invoice Details Series Name, date, voucher no., Type as Direct, Sale type.
Step 4: Select Party Name, Mat. Centre and Narration if any.
Step 5: Select Service item name, Unit As N.A. enter price and amount.
Step 6: Select service item name, Unit as per service need to select Qty.
Step 7: Enter if any discount item wise or on invoice amount.
Step 8: Enter if any bill sundry with amt.
Step 9: Save voucher.
How do I generate invoices/bills, record payments and handle sales/purchase returns in BUSY?
If you want to add Invoices /Bills, Payments & Sales / Purchase Return in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Transactions menu.
Step 2: For create Invoice / Bill select Sales and click on Add and fill the required details such as Date, Voucher no., Items, Amount etc.
Step 3: For record payments done select Payment and click on Add and fill the required details such as Date, Voucher no., Amount,etc.
Step 4: For goods return from customer, select Sales Return ( Cr. Note). For goods return to vendor, select Purchase Return ( Dr. Note).
Step 5: After selecting the voucher, click on Add and fill the required details such as Date, voucher no., original voucher no., etc.
How can I accurately correct bills or invoices with errors in BUSY?
To accurately correct bills or invoices with errors in BUSY, you can follow these steps:
1. Open the bill or invoice that needs correction in BUSY.
2. Review the details and identify the errors, such as incorrect amounts, wrong tax calculations, or incorrect item details.
3. Make the necessary changes to correct the errors. You can modify the amounts, update tax calculations, or edit item details as needed.
4. Double-check the corrected bill or invoice to ensure accuracy.
5. Save the changes to update the bill or invoice with the corrected information.
It is important to note that once an invoice is generated in BUSY, it cannot be modified. In such cases, you may need to generate a credit note or a new invoice to correct the errors.
How do I correct errors in sales or purchase entries in BUSY?
To correct errors in sales or purchase entries in BUSY, you can follow these steps:
Step 1: Go to transcation menu and select sale or purchase voucher from it.
Step 2: From sale or purchase voucher select modify option then modify sale or purchase window will open.
Step 3: Identify the error in the entry, such as incorrect amount, wrong party details, or incorrect tax information.
Step 4: Make the necessary changes to the entry to correct the error.
Step 5: Click on save button to save the modified entry.
Step 6: Verify that the correction has been made accurately.
Step 7: If needed, repeat the process for any other entries with errors.
By following these steps, you can correct errors in sales or purchase entries in BUSY.
