Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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.
The sales return invoice is not getting generated automatically. What should I check to fix this?
If you want to automatically generate a sales return invoice, follow these steps.
Step 1. In BUSY, you cannot create a sales return invoice automatically. You can create it manually or validate it with the original invoice.
Step 2. To validate, go to the Administration, select Configuration, then click on Features & Options.
Step 3. Click on Inventory and enable the option "Validate Sales Return With Original Sales." Then, save the page.
Step 4. When you enter a sales return voucher and select the party, a pop-up window will appear.
Step 5. Click on Sales Voucher List and check all vouchers related to that party.
Step 6. This way, you can review all the details such as items, amounts, voucher numbers, prices, and more.
I want to enter a GST sales invoice into the BUSY but I don't know how.
If you want to enter a GST sale invoice in BUSY software, you need to follow these steps:
Step 1: Go to the Transaction Menu.
Step 2: Click on Sale Voucher, then click on Add.
Step 3: Define all voucher header details such as Voucher series, date, Voucher number, and Sale type accordingly.
Step 4: Ensure that if you have multi-tax rate items or single tax rate items, you can use Sale type as Local/Central Item wise or Multirate. In the case of item-wise tax, it will apply automatically in the item body. In the case of multi-rate, you have to apply tax in bill sundry by clicking on the Apply tax option.
By following these steps, you will be able to enter a GST invoice within BUSY software.
I am unable to generate invoice due to incorrect address. How to troubleshoot this in BUSY?
To troubleshoot the issue of being unable to generate an invoice due to an incorrect address in BUSY, you can follow these steps:
1. Ensure that the correct billing address is entered in the party master for the customer you are creating the invoice for.
2. If the billing address is incorrect, update the party master with the correct address information.
3. And check the shipping address in the Billing/shipping window in the voucher entry screen.
4. While generating the invoice select the option As per party master if required gst report on the basis of party master and if required on the basis of shipping address then select billing/shipping details in gst report basis in billing/shipping details window.
5. Double-check the generated invoice to ensure that the correct billing address is now reflected.
How to enter debit/credit notes and amendments in the software?
If you want to add Debit Note or Credit Note in BUSY, you can follow these steps:
Step 1: Open your compnay, then, go to the Transactions menu.
Step 2: For goods return from customer, select Sales Return ( Cr. Note).
Step 3: For goods return to vendor, select Purchase Return ( Dr. Note).
Step 4: Click on Add and fill in the required details such as Date, voucher no., original voucher no., etc.
Step 5: To adjust the rate difference in sale/purchase, you can use Dr. Note(w/o Items) and Cr. Note(w/o Items).
Step 6: Click on Add and fill in the required details such as Date, voucher no., GST Nature, etc.
In BUSY you can modify the existing vouchers to ammend the entries for BUSY only.
How can i put the voucher on hold in BUSY?
In BUSY, you can hold any voucher for future reference during voucher entry. To hold invoice, follow these steps:
Step 1: Go to transaction then select the required voucher type.
Step 2: Click on add and specify the required details and then press ALT+H or click on hold vch. tab, the voucher for particular party will hold for furture reference.
To adjust the hold voucher or pick hold voucher details, follow these steps:
Step 1: Go to transaction then select the required voucher type.
Step 2: Click on add then specify the voucher series, date, voucher number, party name and material center in heading.
Step 3: Now, Press ALT+H or click on hold vch. tab then select the restore voucher
Step 4: Select the description and click on ok to restore the hold voucher details.
How can i retrieve the deleted bills in BUSY?
You can only retrieve the deleted invoices from BUSY if you have a backup of your data
Further if required you can generate the report of those deleted bills with the help of audit trail and user activity log feature available in BUSY
Step 1: Go to administration menu then click on configuration submenu
Step 2: Then click on features and options tab
Step 3: Then click on general tab
Step 4: Afterwards enable audit trail and user activity log feature by selecting it as Y to enable it then save the changes
Step 5: Then go to display menu
Step 6: Then click on check list after that click on audit trail or user activity log
Step 7: Open the report and you can view the all the details of your deleted invoices in BUSY
