Frequently Asked Questions

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.

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.

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.

To resolve incorrect billing amount issues in BUSY, you can follow these steps:
 1. Check the item details and quantities entered in the invoice to ensure accuracy.
 2. Verify the tax rates applied to each item and make any necessary adjustments.
 3. Review any discounts or promotions applied to the invoice and ensure they are correctly calculated.
 4. Double-check the shipping charges, if applicable, to ensure they are included in the total amount.
 5. If the issue persists, check for any manual adjustments or overrides that may have been made to the invoice amount.
 6. If needed, consult the BUSY documentation or contact their customer support for further assistance in resolving the issue.

To create a GST invoice in BUSY, you need to follow these steps:
Step 1: Open your company and go to Transaction menu.
Step 2: Select Sales and click on Add.
Step 3: Enter all the necessary details such as Date, Vch Number, Sale Type, Party, Item, etc and save the transaction.
Furthermore, in BUSY you can generate various GST Returns such as GSTR1, GSTR3B, GSTR ITC-04, etc. To generate them follow these steps:
Step 1: Go to Display menu and click on GST Reports.
Step 2: Select GST Returns and choose the return type which you want to generate such as GSTR1 eReturn, GSTR3B eReturn, etc.
Step 3: Select the Format and enter the Period then can generate the return.

In BUSY, we have to add tax rate in Item master with HSN Code, GST details in party master and charge GST during Voucher entry. Accordingly will reflect in GST Reports and generate ereturn also.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Masters
Step 3: Account 
Step 4: Add it and mention the Required GST Details like Country, State ,GST Number, PAN Number and Type of Dealer. GST Validate option is given.
Step 5: Item
Step 6: Add it with GST details like Correct Tax rate , HSN Code. HSN Validation option is given.
Step 7: Transaction
Step 8: Purchase 
Step 9: Add
Step 10: Select the Sale/Puc Type for charging the tax and mention in party and item details.

If you have purchase from un registered party within or outside the state, you need to follow the below point:
1.Create an unregistered party
Step 1: Go to administration then click on master menu
Step 2: Select the account option then create the the master with type of dealer as un registered.
2.Create purchase voucher with an unregistered party within or outside state.
Step 1: Go to transaction section then select the purchase voucher option.
Step 2: Now, Click on add then mention the series, date and voucher number. Specify local purchase type in case of transaction within state and central purchase type in case of transaction outside the state.
Step 3: Mention all the required details then save the invoice.

If you are not able to edit and delete the vouchers, Then pls follow the below steps.
 Step 1: Make sure you have open the company from the super user as have no rights to the sub user.
 Step 2: If you are using the approval feature and dont have rights to edit and delete the voucher.
 Step 3: If you have created the challan and adjusted in the sales voucher, then not able to delete or edit the voucher.
 Pls follow the below steps for User Rights :
 Step 1: Click on Administration
 Step 2: Then Users
 Step 3: Select the user and On Expand Menu Option can give rights to the user

For include tax on discounted amount in purchase voucher follow these steps:
Step 1: Go to administration tab then click on configuration
Step 2: Now select voucher series configuration option and then select purchase voucher in it.
Step 3: Double click on voucher and select main series of it then click on voucher configuration option.
Step 4: In the left top side there will be an option item wise discount, enable it and save configuration tab
Step 5: For using discount go to transaction menu then click on purchase voucher.
Step 6: Select add and choose purchase type as tax inclusive or item wise.
Step 7: Now after putting item name and its quantity it will ask for putting discount value.

for feeding Including freight Charges see the below step 
 Step 1 : go to Administration click on item then click on add 
 Step 2: Add item Name as freight Charges, select group and unit NA 
 Step 3: Select tax category and HSN no 
 Step 4: Click on Specify Sale Account Specify Here and tag with freight Charge Ledger click on Save 
 Step 5: Now go to Transaction click on Sales then add 
 Step 6: in Add Sale Voucher Windows select date and sale type is L/GST-TaxIncl 
 Step 7: Select party name and item name should be freight charges and amount 
 Step 8: Save the Bill