Frequently Asked
Questions

Q: Hw can i apply tax of an item during voucher entry in BUSY?

To apply tax of item during voucher entry, You can follow the below steps: Step 1: Go to transaction section then click on required voucher like sales, purchase etc. Step 2: Click on add tab and mention the voucher number, date, party name, sales or purchase type, item details along with price and quantity etc. Step 3: After specify all details, Press F4 shortcut key to apply tax at bill sundry in case of multi rate or specific tax rate sales or purchase type or apply tax at item level by press enter key on amount at item level in case of tax inclusive and item wise sales or purchase type. Step 4: Next, save the invoice.

Q: How can I enable the software to round off invoice totals automatically?

You can enable the auto round off option which is used to round off the invoice amount from the voucher series configuration. Pls Follow the below steps : Step 1: Click on Administration Step 2: Then Configuration Step 3: Then Voucher series configuration Step 4: Then select the required voucher type and series Step 5: Then voucher configuration Step 6: Enable the Auto round off final amount option Step 7: Click on configure tab and select the automatic mode Step 8: Mention the Round off plus in upper bill sundry and Round off minus in lower bill sundry Step 9: When you save the voucher then invoice value will get auto round off.

Q: How do I edit a submitted invoice to update the GR details?

To update the GR details on invoice in BUSY, you can follow these steps: Step 1: Go to the Transaction menu and choose the voucher type that you want to modify or delete, such as Sales, Purchase, etc. Step 2: Click on Modify and open the voucher that you want to edit. Step 3: Update the GR details in Transport details window and save. Step 4: You can open the voucher from the voucher list or from the releated ledger. Further if you generate an e-way bill, you cannot update the GR details in it. You need to cancel the existing e-way bill and create a new one with the correct details. Note: Take backup before making any changes.

Q: How do I adjust pending sales in BUSY after they are completed

In BUSY you can adjust pending quotation / order / challan into the sales voucher. To know how to adjust them, you can follow these steps: Step 1: Go to the Transaction menu and select Sales. Step 2: Click on Add and enter the necessary details, such as Date, Voucher No., Party name, etc. Make sure the Party name is the same as in the Quotation / Order / Challan Step 3: On the item row, press F11 to see a window that shows you the pending Quotation / Order / Challan list. You can select from them that you want to adjust in the sales bill. Step 4: After selecting you can now save the bill.

Q: I'm having trouble entering invoices and credit notes properly in BUSY what do I do?

Find out the steps to enter invoice in BUSY Step 1 : First open the company in BUSY Step 2 : Then go to transaction menu Step 3 : Then select the voucher type as sales Step 4 : Then add voucher select voucher series and mention date and then select sales type and items and enter amount and save bill And steps to add credit notes in BUSY Step 1 : First open the company in BUSY Step 2 : Then go to transaction menu Step 3 : Then select the voucher type as sales return (cr.note ) or credit note (W/O) items as per your requirement Step 4 : Then can add credit note

Q: I'm having issues with duplicate auto-billed invoices being generated, how can I fix this?

If you entered duplicate bills in BUSY you can check duplicate voucher no report and can modify or delete those voucher as per your requirement Further find out the steps to check Duplicate voucher no report Step 1 : Open the company in BUSY Step 2 : Then go to Display menu Step 3 : Then go to checklist option Step 4 : Then Select voucher numbering report Step 5 : Then go to duplicate voucher no option Step 6 : Then select voucher type and date as per your requirement Step 7 : Then open the report and check the duplicate vouchers and you can delete or modify those vouchers as per your requirement

Q: What are the different ways to record exempted and nil rated sales in BUSY?

There are following ways to record exempt and nil rated sales as mentioned below: Step 1: Create Item master or select an existing item. Step 2: In the Item Master, select the Tax Category as Exempt. Step 3: Then go to Transactions tab then click on Sales/Supply outward. Step 4: In the Sale Invoice, enter the details Series, Voucher date, Voucher Number, then it will ask for Sales Type so have to choose local or central - Itemwise. Step 5: Then while checking your GSTR 1 report, make Y to Show Exempt/NR/ZR Entries in Taxable Invoice Separately option, it will reflect the data in Section 8 nil rate, exempted and non gst.

Q: How do I enable the option to enter the address while selecting bill to ship to option?

To enable the option to enter the address while selecting bill to ship to option in BUSY, you need to follow these steps : Step 1 : Go to administration then configuration click on voucher series configuration. Step 2 : Select voucher type and voucher series go to voucher configuration and enable transport details and click on save button. Step 3 : Now go to transactions and add transport details in window. Step 3 : Now in transport details window selet bill to ship to and enter the address of the party in the given fields. Save the changes and the option to enter the address will be enabled while selecting bill to ship to option.

Q: What are the steps to create an export bill in BUSY? Also, how should I address an HSN error if it occurs while generating a return in BUSY??

There are the steps to create an export bill in BUSY: Step 1: Go to Transaction Menu Step 2: Then click on Sale voucher Step 3: Then click on ADD option Step 4: select the sale type as export or zero-rated. Enter the required details of the party and items, then save the voucher by clicking on save button Note : IF you are raise a bill with muticurrency then enable it from Accounts feature. If you are unable to generate E-return then three available options before proceeding with the return i.e Check errors in transactions, Check errors in HSN Summary, and Check errors in document summary.

Q: I want to know if BUSY can automate billing and invoicing or do I need to create them manually. What invoicing features does it offer?

In BUSY, you have to voucher manually by selecting party,item and other required information for billing but in pos option you can do fast billing by setting pos scanner by configuring it in BUSY and picking items in bill by scanning though using different item paramters.Other option to add invoices in BUSY in bulk,if you already have datain excel,then you can import vouchers from excel and vouchers in BUSY will be added in bulk in single import and for that you have to configure fields and arrange coloumns in excel as per BUSY.Further for any billing feature utility as per your business need,you can check for customisation which is on chargeable basis.

Find Solutions to Common Issues Related to configurations - voucher entry both

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

Hw can i apply tax of an item during voucher entry in BUSY?

To apply tax of item during voucher entry, You can follow the below steps:
Step 1: Go to transaction section then click on required voucher like sales, purchase etc.
Step 2: Click on add tab and mention the voucher number, date, party name, sales or purchase type, item details along with price and quantity etc.
Step 3: After specify all details, Press F4 shortcut key to apply tax at bill sundry in case of multi rate or specific tax rate sales or purchase type or apply tax at item level by press enter key on amount at item level in case of tax inclusive and item wise sales or purchase type.
Step 4: Next, save the invoice.

How can I enable the software to round off invoice totals automatically?

You can enable the auto round off option which is used to round off the invoice amount from the voucher series configuration.
 Pls Follow the below steps :
 Step 1: Click on Administration
 Step 2: Then Configuration
 Step 3: Then Voucher series configuration
 Step 4: Then select the required voucher type and series
 Step 5: Then voucher configuration
 Step 6: Enable the Auto round off final amount option
 Step 7: Click on configure tab and select the automatic mode
 Step 8: Mention the Round off plus in upper bill sundry and Round off minus in lower bill sundry
 Step 9: When you save the voucher then invoice value will get auto round off.

How do I edit a submitted invoice to update the GR details?

To update the GR details on invoice in BUSY, you can follow these steps:
Step 1: Go to the Transaction menu and choose the voucher type that you want to modify or delete, such as Sales, Purchase, etc.
Step 2: Click on Modify and open the voucher that you want to edit.
Step 3: Update the GR details in Transport details window and save.
Step 4: You can open the voucher from the voucher list or from the releated ledger.
Further if you generate an e-way bill, you cannot update the GR details in it. You need to cancel the existing e-way bill and create a new one with the correct details.
Note: Take backup before making any changes.

How do I adjust pending sales in BUSY after they are completed

In BUSY you can adjust pending quotation / order / challan into the sales voucher.
To know how to adjust them, you can follow these steps:
Step 1: Go to the Transaction menu and select Sales.
Step 2: Click on Add and enter the necessary details, such as Date, Voucher No., Party name, etc. Make sure the Party name is the same as in the Quotation / Order / Challan
Step 3: On the item row, press F11 to see a window that shows you the pending Quotation / Order / Challan list. You can select from them that you want to adjust in the sales bill.
Step 4: After selecting you can now save the bill.

I'm having trouble entering invoices and credit notes properly in BUSY what do I do?

Find out the steps to enter invoice in BUSY 
Step 1 : First open the company in BUSY
Step 2 : Then go to transaction menu 
Step 3 : Then select the voucher type as sales 
Step 4 : Then add voucher select voucher series and mention date and then select sales type and items and enter amount and save bill
And steps to add credit notes in BUSY
Step 1 : First open the company in BUSY
Step 2 : Then go to transaction menu 
Step 3 : Then select the voucher type as sales return (cr.note ) or credit note (W/O) items as per your requirement 
Step 4 : Then can add credit note

I'm having issues with duplicate auto-billed invoices being generated, how can I fix this?

If you entered duplicate bills in BUSY you can check duplicate voucher no report and can modify or delete those voucher as per your requirement Further find out the steps to check Duplicate voucher no report 
Step 1 : Open the company in BUSY 
Step 2 : Then go to Display menu
Step 3 : Then go to checklist option
Step 4 : Then Select voucher numbering report 
Step 5 : Then go to duplicate voucher no option 
Step 6 : Then select voucher type and date as per your requirement
Step 7 : Then open the report and check the duplicate vouchers and you can delete or modify those vouchers as per your requirement

What are the different ways to record exempted and nil rated sales in BUSY?

There are following ways to record exempt and nil rated sales as mentioned below:
 Step 1: Create Item master or select an existing item.
 Step 2: In the Item Master, select the Tax Category as Exempt.
 Step 3: Then go to Transactions tab then click on Sales/Supply outward.
 Step 4: In the Sale Invoice, enter the details Series, Voucher date, Voucher Number,
 then it will ask for Sales Type so have to choose local or central - Itemwise.
 Step 5: Then while checking your GSTR 1 report, make Y to Show Exempt/NR/ZR Entries in Taxable Invoice Separately option,
 it will reflect the data in Section 8 nil rate, exempted and non gst.

How do I enable the option to enter the address while selecting bill to ship to option?

To enable the option to enter the address while selecting bill to ship to option in BUSY, you need to follow these steps :
Step 1 : Go to administration then configuration click on voucher series configuration.
Step 2 : Select voucher type and voucher series go to voucher configuration and enable transport details and click on save button.
Step 3 : Now go to transactions and add transport details in window.
Step 3 : Now in transport details window selet bill to ship to and enter the address of the party in the given fields. Save the changes and the option to enter the address will be enabled while selecting bill to ship to option.

What are the steps to create an export bill in BUSY? Also, how should I address an HSN error if it occurs while generating a return in BUSY??

There are the steps to create an export bill in BUSY:
 Step 1: Go to Transaction Menu
 Step 2: Then click on Sale voucher 
 Step 3: Then click on ADD option 
 Step 4: select the sale type as export or zero-rated. Enter the required details of the party and items, then save the voucher by clicking on save button
 Note : IF you are raise a bill with muticurrency then enable it from Accounts feature.
 If you are unable to generate E-return then three available options before proceeding with the return i.e Check errors in transactions, Check errors in HSN Summary, and Check errors in document summary.

I want to know if BUSY can automate billing and invoicing or do I need to create them manually. What invoicing features does it offer?

In BUSY, you have to voucher manually by selecting party,item and other required information for billing but in pos option you can do fast billing by setting pos scanner by configuring it in BUSY and picking items in bill by scanning though using different item paramters.Other option to add invoices in BUSY in bulk,if you already have datain excel,then you can import vouchers from excel and vouchers in BUSY will be added in bulk in single import and for that you have to configure fields and arrange coloumns in excel as per BUSY.Further for any billing feature utility as per your business need,you can check for customisation which is on chargeable basis.

Frequently AskedQuestions