Frequently Asked Questions

To edit or modify the sales from BUSY, follow these steps:
Step 1: Go to Transaction section then Choose the sales voucher
Step 2: Click on Modify tab and access the invoice in modify mode
Step 3: Update the required details and save the voucher.
To cancel an incorrectly generated sales bill, follow these steps:
Step 1: Go to Transaction section then Choose the sales voucher
Step 2: Click on Modify tab and access the invoice in modify mode
Step 3: Press Cntl+X to cancel the invoice then provide remark for same.
To delete the sales invoice in BUSY, follow these steps: 
Step 1: Go to Transaction section then Choose the sales voucher
Step 2: Click on Modify tab and access the invoice in modify mode
Step 3: Press F8 key to delete the invoice.

If you're facing an issue where the save button is not highlighting while making modifications to a voucher in BUSY, there could be a few reasons behind it. Here are some steps you can take to troubleshoot the issue:
Step 1: Check if you're logged in as a sub-user. If that's the case, you may not have the necessary rights to modify the voucher.
Step 2: Verify if the approval and audit option is enabled and you don't have the rights to approve or audit the voucher. It might also be possible that the voucher has already been audited and approved.
Step 3: Check if you have adjusted a challan or order against the sale voucher. If that's the case, you won't be able to save the changes.

Issue: I can't figure out where to enter my voucher reference number in the software. Can you help me with this?
 Step 1: Enter Voucher Reference
 When you're entering a new voucher in the software, look for an option related to the voucher number, often available after the date field.
 In this field, you can enter your voucher reference number. This is where you should input the reference number you want to associate with the voucher.
 As you continue with the voucher entry, you'll notice a Bill by Bill Adjustment window. In this window, your voucher number will automatically become your reference number. You can choose to change it if necessary, but you can also keep it as is and continue with your entry.

If your invoice in BUSY shows an incorrect tax amount even after entering the right GST details, there could be a few possible reasons for this issue. It is recommended to check the following:
Step 1: Verify that the sales type selected correctly as required by the invoice.
Step 2: Verify that the tax rates and percentages are entered correctly for each item in the invoice.
Step 3: Ensure that the tax calculation settings in the software are configured accurately.
Step 4: Double check the party details, such as the GSTIN, to ensure they are entered correctly.
Step 5: Review any custom tax rules or exemptions that may be affecting the tax calculation.
Step 6: Check for any software updates or patches that may address known issues with tax calculations.

There is no direct option to apply GST on product given out for free of cost. However you can use the below steps to apply GST:
Step 1: You can apply tax on MRP of free product because the price in the voucher is zero for free.
Step 2: Go to administration menu then select masters and click on sale type.
Step 3: Click on add and enter the name of sale type, tick on item wise and set Y on calculate tax on MRP option.
Step 4: Select region and enter other required details then save.
Step 5: When you create sale voucher choose this sale type and can give item with zero price but tax will calculate on MRP which should be mentioned in the item master.

If you want to add sale / purchase Debit Note or Credit Note 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 goods return from customer, select Sales Return ( Cr. Note). For goods return to vendor, select Purchase Return ( Dr. Note).
Step 3: After selecting the voucher, click on Add and fill in the required details such as Date, voucher no., original voucher no., etc.
Step 4: To adjust the rate difference in sale/purchase, you can use Dr. Note(w/o Items) and Cr. Note(w/o Items).
Step 5: After selecting the voucher, click on Add and fill in the required details such as Date, voucher no., GST Nature, etc.

In BUSY, We have Bill by Bill feature which is used to Create and Adjust the party references in the voucher. Track Accordingly from Outstanding Report that for which voucher the amount is pending from the party.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Account
Step 5: Enable the Bill by Bill Feature
Step 6: Open the Account Master and Enable the Bill by Bill.
Step 7: During Sale Voucher, Create the Reference
Step 8: In Receipt Voucher, Adjust that reference
Outstanding Analysis Option. Pls Follow Below Steps :
Step 1: Display
Step 2: Outstanding Reports 
Amount Receivable and Amount Payable - Here can check customer data with outstanding balance amount.
Bills Receivable and Bills Payable : Here can check customer voucher according to References.

To record a loan with principal and interest payments in BUSY, you can follow these steps:
 1. Go to the "Accounts" menu and select "Ledgers" or "Groups".
 2. Create a new ledger account for the loan under the appropriate group.
 3. Enter the loan amount as a debit entry in the ledger account.
 4. Create a new voucher for the loan repayment.
 5. Enter the principal payment amount as a credit entry in the loan ledger account.
 6. Enter the interest payment amount as a credit entry in the appropriate interest expense account.
 7. Save the voucher to record the loan repayment transaction.
 Please note that the specific steps may vary slightly depending on the version of BUSY you are using.

There are two ways to generate bills for customers who are not registered (B2C Transactions) in BUSY. You can either create a master for them with the dealer type as unregistered and select them as the party in the voucher entry, or you can use the cash party option in the voucher entry and enter the customer name in the Billing / Shipping window.
To enable Billing / Shipping feature, you need to follow these steps:
Step 1: Go to Administration menu and click on Configuration. 
Step 2: Select Voucher Series Configuration and choose voucher type such as Sales, Sales Return, etc.
Step 3: Select your series and click on Voucher Configuration.
Step 4: Here, you can enable option called Seperate Billing / Shipping Details and save.

Reasons for not able to access the voucher creation window in BUSY accouting software
 1.User permissions: If you are logged in with the sub user and you do not have the rights to add the voucher or modify it, you will get the error message you do not have rights to add the voucher.
 Steps to follow to resolve the problem of not able to access voucher creation window
 Step 1: Login company with the super user id and then go to administration menu.
 Step 2: Then select option users from it and click on modify option to modify user configuration.
 Step 3: Then navigate to the menu rights option and give rights to modify voucher to the sub user