Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
What information is required to file a credit note?
To file a credit note, you will need the following information:
1. Credit note number: The unique identification number assigned to the credit note.
2. Credit note date: The date when the credit note was issued.
3. Supplier's credit note number: The credit note number provided by the supplier.
4. Original invoice details: The voucher number of the original invoice against which the credit note is being issued.
5. Credit note amount: The amount of the credit note.
6. Reason for issuing the credit note: The explanation or justification for issuing the credit note.
Please note that this information may vary depending on the specific requirements of your accounting software or GST filing system.
How do I apply GST rates in BUSY invoices?
The GST rate applied on the invoices in BUSY depends on the sale type that you choose while entering the voucher. For example, if you select I/GST-12% as the sale type, the invoice will have 12% GST for inter-state transactions. Similarly, if you select L/GST-18% as the sale type, the invoice will have 18% GST for intra-state transactions and so on. You can choose from different sale types according to your business needs and GST rules.
Furthermore if you choose Item-wise, Multirate & Tax inclusive as the sale type, the GST rate will be taken from the item masters. This means that you can have different GST rates for different items in the same invoice.
What should I do if I want to specify other state as dispatch address?
If you want to specify other state in dispatch address 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 alongwith state and save the voucher
How can I save vouchers correctly in BUSY before generating e-bills?
To save vouchers correctly in BUSY before generating e-bills, follow these steps:
Step 1 : CLick on transactions
Step 2 : Select voucher type and click on add
Step 3 : Enter all the necessary details in the voucher, such as party name, invoice number, date, and item details.
Step 4 : Double-check the accuracy of the entered information.
Step 5: Click on the "Save" button to save the voucher.
Step 6 : Ensure that the voucher is saved in the correct ledger and under the appropriate category.
Step 7 : Repeat the process for all the vouchers that need to be saved.
Step 8 : Once all the vouchers are saved, you can proceed to generate e-bills using the saved voucher information.
How to apply discounts and taxes to invoices in BUSY?
We can apply discount and Taxes At Item Level & At Voucher Level.
For Discount At Item Level :
Step 1:- Administration
Step 2:- Configuration
Step 3:- Voucher Series Configuration
Step 4:- Select Voucher Type & Series
Step 5:- Voucher Configuration
Step 6:- Enable the Item Wise Discount
Step 7:- During Voucher Entry, Discount window will popup for each Item.
For Tax At Item Level :
Step 1: During Voucher Entry, Select Sale Purchase Type of Local and Central - Either Itemwise or Tax Inclusive.
For Voucher Level : Discount can apply the Discount Bill sundry which will calculate on Overall voucher amount.
For Voucher Level : Tax Rate Select the Sale Purchase Type - Multi Rate , Single Rate and apply the Bill Sundry through F4.
How can i create purchase bill for service in BUSY?
To create the purchase voucher for services in BUSY, follow the below steps:
Step 1: Go to administration section then click on master menu and click on item tab.
Step 2: Now, select add tab then specify the item name, group, n.a in unit field, tax category, HSN code and select specify here in specify sales account field and tag then service account in it.
Step 3: After mention all the details in item master, you can save it.
Step 4: Next, Go to administration section then click on purchase invoice and select add tab.
Step 5: Now, update the invoice number, date, party name, select item details and amount then apply charges at item level and save the invoice.
I want to record both sales and purchase values against transactions in BUSY. How can I do this?
To record sale transaction in BUSY, folloe these steps:
Step 1: Go to transaction section then click on sales voucher type
Step 2: Click on Add option then create invoice with relevant details like voucher number, date, party account, item details, quantity and many more.
Step 3: After specify the details, save the invoice.
To record purchase transaction in BUSY, folloe these steps:
Step 1: Go to transaction section then click on purchase voucher type
Step 2: Click on Add option then create invoice with relevant details like voucher number, date, party account, item details, quantity and many more.
Step 3: After specify the details, save the invoice.
when I try to make changes to an existing invoice, it shows the invoice has already exist, do you want to contnue ?
Issue: When I try to edit an existing invoice, it says the invoice already exists, and it asks if I want to continue. Why does this happen?
Step 1: Understand the Problem
The issue occurs because the system has detected that there is already an invoice with the same number in the same voucher series or a different series of same voucher.
Step 2: Resolve the Issue
To fix this, you need to make changes to the invoice number. By giving the invoice a different number, you can avoid conflicts with existing invoices. This will resolve the problem, and you should be able to continue making the changes you need.
How do I input the dispatch details for a bill in BUSY Software while creating ewaybill?
If you want to specify the dispatch details while creating ewaybill 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
What should I do if I entered incorrect values in invoices, credit notes, or quotations in BUSY?
To modify or edit the invoices , credit notes or quotations in BUSY follow these steps:
Step 1: Go to transaction and then click on Sales or Credit notes or Quotation as per requirement.
Step 2: Click on the Modify option and enter the voucher series, date, and voucher number of the invoice you want to modify
Step 3: After access the invoice in modify mode, can edit and mention the correct value and save the voucher.
Note: If you are eligible for E-invoicing, it is not recommended to modify the invoice. Instead, you should cancel the invoice with E invoice and then recreate the invoice with another document number.
