Frequently Asked Questions

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.

To generate an invoice for an SEZ unit, you unsure which party type to select. For this, you need to do the setting for sales type in that you have to select SEZ sales type, which defaults in BUSY; if not, you have to create SEZ unit sales type for this you need to follow below step:
Go to the Administration menu.
Select Masters and then Sale Type.
Click on Add to create a new sales type.
Give a name to the sales type.
Choose the region as Central.
Select the SEZ unit as the sales type.
In this case, there's no need to change the party type. You can use your regular party, for whom you create invoices.

There could be a several reasons if specific item is not available in the drop-down list:
Step 1:  If you have deactivated the item master then it will not visible in the dropdown
Step 2: If you have deleted that item master in that case it will not visible in the dropdown menu
Step 3: If you are using filter value for item dropdown feature for that specific voucher series in that case you will not able to view those item that are not being part of filter
Step 4: If you are using party wise item filter in that also you will not able to see those items that are not tagged in filter

To generate invoices in BUSY, follow these steps:
Step 1: Go to transaction section then select the required voucher type.
Step 2: After select the voucher type, click on Add tab and create the invoice with required details like voucher number, date, party account, item etc.
Step 3: Afterward, save the voucher. You can print it too.
To check the consolidate sale data in BUSY, follow these steps:
Step 1: Go to Display section then click Account books .
Step 2: Now, Choose the Account registers standard menu then select sales register report.
Step 3: Next, Click on All sales type and all party 
Step 4: Mention the date range , Press on OK tab and view the report.

If you are not able to edit the previously saved voucher then there could be various reasons.
 Step 1: If you are sub user then make sure you have rights to modify the voucher.
 Step 2: If you are modifying the challan voucher which is already adjusted in the sale and purchase then not able to modify it .
 Step 3: If the voucher is audited by the super user then cannot modify it.
 Step 4: If the voucher is approved by the super user or the user who have approval rights then cannot modify it.
 Step 5: If you are entering the voucher for the branch which you have no rights.

To generate and save EOB bills/e-way bills in BUSY after filling all details, you need to follow these steps:
Step 1. Open the BUSY.
Step 2. Click on transactions 
Step 3. Select the option to generate EOB bills/e-way bills.
Step 4. Fill in all the required details such as transporter ID, vehicle number, PIN code, etc.
Step 5. Verify that the item details like HSN codes and tax rates are filled correctly in the masters.
Step 6. Once all the details are filled, click on the 'Generate' or 'Save' button to generate and save the EOB bills/e-way bills in BUSY.
Step 7. Make sure to review the generated bills for any errors or discrepancies before finalizing them.

If you are unable to pick place of supply from shipping detail in invoice then
 Step 1: Go to transaction Menu 
 Step 2: Click on voucher option 
 Step 3: Then click on list option and oprn voucher in modify mode 
 Step 4: Then while saving voucher billing shipping window will appear 
 Step 5: Then In Gst report basis option and select as per party master and mention correct details of supply on address and state code then save the voucher 
 Note : If your billing party is different then select in Gst report basis option as billing shipping details and mentioned the required details

Yes, you can pre defined the sale type as per the customer while creating an invoice in BUSY, you need to follow these steps :
Step 1: Go to administration menu then click on masters sub menu.
Step 2: Click on accounts and then go to modify  and select account master
Step 3: In right side there is an option Specify default sale type enable it as Y and define the default sale type master and then click on save button.
Step 4: Go to transactions select voucher as sale click on add button, when you will select Customer or party master, it will automically pick the default sale type defined in party master.

Yes you need to cancel bill if you want to cancel E invoice from BUSY. 
If you want to cancel e invoice from BUSY follow these steps:
Step 1: Go to transactions menu
Step 2: Then click on voucher such as sale,purchase etc
Step 3: Then open that invoice from modify or list button that you want to cancel along with e invoice
Step 4: Then press the shortcut key alt+x to cancel the voucher and then specify the narration if required then it will ask you to E cancel invoice from government portal select it as Y then specify the reason and remarks and proceed
Step 5: E invoice and voucher both are cancelled successfully

The processing charge will not automatically added to Sale Bill or Purchase Bill in BUSY. You need to configure the same via Bill Sundry. Please follow the below steps to configure:
Step 1: Go to administration menu and select Masters Menu
Step 2: Go to Bill Sundry section at the bottom of the form and add Processing Charges.
Step 3: Select Bill sundry type as Subtractive or Additive as per the treatment you want.
Step 4: In the Adjust Sales Account section, select 'No' and specify the account in which you want to adjust this processing charge
Step 5: Tag your processing fees account here and save the bill sundry. To save you also press F2.