Frequently Asked Questions

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.

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.

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.

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.

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.

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

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.

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.

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.

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.