Frequently Asked Questions

In BUSY, you can hold any voucher for future reference during voucher entry. To hold sales invoice, follow these steps:
Step 1: Go to transaction then click on sales
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 click on sales
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.

If you are define default sale type in the party master then whiel creating an invoice it will auto pick from teh master :
 Step 1: Go to Administration menu 
 Step 2: Click on Masters option 
 step 3: Then click on Account master option 
 Step 4: Then click on modify option 
 Step 5: Then select party and open it in modify mode 
 Step 6: Then enable Specify default sale type as Y 
 Step 7: Then select sale type in the field of Default sale Type as Local gst or Central gst 
 Step 8: Then click on Save button to save the configuration 
 Step 9: Then when creating invoice sale type is automatic pick from the account master

If the software is not reflecting the correct invoice amount for your transactions, you can take the following steps:
 Step 1. Verify the details: Double-check the invoice details, such as the item quantities, prices, and any discounts or taxes applied.
 Step 2. Check the settings: Ensure that the software is configured correctly for calculating invoice amounts, including any tax rates or discounts.
 Step 3. Update the software: Make sure you are using the latest version of the software, as updates may include bug fixes or improvements related to invoice calculations.
 Step 4. Contact customer support: If the issue persists, reach out to the customer support team for further assistance. They can help troubleshoot the problem and provide specific guidance based on your software version and settings.

If you wants to add discount and taxes during billing so you can apply in two ways which is Item wise or Voucher wise.
Step 1: If you want to apply item wise discount so you have to mention in discount column which appears when you enter after unit while adding your transaction.'
Step 2: If you want to apply voucher wise discount so have to mention discount bill sundry in Bill Sundry Column respectively.
Step 3: Likewise for applying item wise tax you have to select sales type as Local/Central- Itemwise or TaxIncl.
Step 4: To add tax rate voucher wise you have to select sales type as Local/Central- Multirate or Specific tax percentage such as 12%, 18 % and Press F4 to apply tax at bill sundry column.

To generate bills by scanning barcodes in BUSY, you need to follow these steps:
Step 1: Go to Administration menu and click on Configuration.
Step 2: Select Voucher Series Configuration and then select the voucher type as Sales.
Step 3: Select the series and click on Voucher Configuration.
Step 4: Here, you will see an option called Enable Advanced POS Data Entry. Set Y on that.
Step 5: Click on Configure Advanced POS Options and set Y on Pick Item Names from Bar Codes.
Step 6: You have to also enable the option of Batch No, Serial No. or Parameters on the basis of you have printed barcodes and save.
Step 7: Now, you can pick items by scanning barcodes during voucher entry.
Note: POS option is not available in BUSY basic edition.

To enter an invoice in the accounting software, you typically need to follow these steps:
1. Open the accounting software and navigate to the Invoicesor Salessection.
2. Click on the option to create a new invoice.
3. Fill in the necessary details, such as the customer's name, invoice number, date, and payment terms.
4. Add the products or services provided, along with their quantities and prices.
5. Calculate the total amount and any applicable taxes.
6. Review the invoice for accuracy and make any necessary adjustments.
7. Save the invoice and send it to the customer via email or print a physical copy.
Please note that the specific steps may vary depending on the accounting software you are using. It's recommended to consult the software's user guide or support documentation for detailed instructions.

To check and resolve the issue of incorrect sales voucher amount in BUSY, you can follow these steps:
 1. Open the sales voucher in BUSY.
 2. Verify the details entered in the voucher, such as item quantity, rate, and tax calculations.
 3. Check if any discounts or additional charges are correctly applied.
 4. Ensure that the voucher is saved and closed properly.
 5. Generate relevant reports, such as sales register or sales summary, to cross-check the voucher amount.
 6. If the amount is still incorrect, review the voucher entry and make necessary corrections.
 7. Save the changes and recheck the voucher amount in the reports.
 By following these steps, you can identify and resolve any discrepancies in the sales voucher amount in BUSY.

To add a new sale type like GST Exempt in the voucher creation process in BUSY, you can follow below steps:
 Step 1: Go to Transaction and then voucher creation screen.
 Step 2: Look for the option to add a new sale type. It is usually located in the toolbar or menu.
 Step 3: Click on the Add button or select the Add Sale Type option.
 Step 4: A window will open where you can enter the details for the new sale type. 
 Step 5: Give the sale type a name, such as GST Exempt.
 Step 6: Select the appropriate taxation type group, which should be Exempt for GST exempt items.
 Step 7: Click on the Save button to save the new sale type.

To record partial payment and track the remaining amount due from party, you can follow the below steps:
Step 1: Go to transaction section then click on receipt invoice and select add tab.
Step 2: Mention the voucher series, date, number, gst nature in header part of invoice and post accounting entry for partial payment.
Step 3: After enter on party, bill by bill window will open where you can adjust the refernece with receipt amount and save the voucher.
Step 4: Now, to track the partial payment. Go to display section then click outstanding anaysis report.
Step 5: Select bill receivable report then select one party option and specify the date range and enable show bills adjustment details.
Step 6: Afterward, open the report and check the partial pending amount.

If you have created a company with GST, then the default sale type masters and tax category masters will be automatically shown. However, if you have not created a company with GST, then you need to follow the steps given below to set it up:
 Step 1: Go to the administration menu.
 Step 2: Click on the configuration tab.
 Step 3: Click on the feature and option tab.
 Step 4: Click on the GST/VAT option and define the type as GST. Then click on the Default GST masters option. This will automatically create all the masters that will come under GST. At the time of billing from the sale voucher, you can use all these masters, such as sale type master, bill sundry master, etc.