Frequently Asked Questions

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.

If the existing voucher number is incorrect so you cancel it by opening voucher and use Alt+X shortcut to cancel the voucher.
Further to change voucher you can follow below steps:
Step 1: If the voucher numbering is manual so you can simply open the voucher and change it manually.
Step 2: If the voucher numbering is automatic so you have to go to Administration then click on Configuration.
Step 3: Under configuration select voucher series configuration then double click on voucher type such as sales.
Step 4: Select voucher series then click on Voucher numbering.
Step 5: Select Numbering type as manual and manual numbering validation as Warning only and press OK.
Step 6: Then open the voucher in modfy and now can change your vouher number easily.
Note: Before doing this process ensure to take data backup.

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

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.

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.

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

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

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.

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.

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