Frequently Asked
Questions

Q: What is the format for shipping details for export invoices?

By following the given steps you can add export invoices in BUSY with shipping details: Step 1: Enable billing/shipping separately option through voucher series configuration under the configuration option. Step 2: Then go in transaction section. Step 3: Click on sales and add. Step 4: Define required details such as series, date voucher number, in sale/purchase type select export local/central as per requirement. Step 5: Then select desired party. Step 6: After select party, a window will appear as Billing/Shipping details: Step 7: Then mention shipping details. Step 8: Add item details. Step 9: While saving voucher mention the port code and update port address (last place of india from where goods will be transfer or received)

Q: How do I add service items to my BUSY?

To add a service items in BUSY follow these steps: Step 1: Go to administration menu Step 2: Then click on masters option Step 3: Then click on item option Step 4: Then click on add button Step 5: Then specify the name of item,unit,group etc Step 6: Then click on tax category field Then select tax category with service tax Step 7: If service tax category is not created press key F3 to create a service tax category Step 8: Specify name and taxrate and make sure to specify type as service and save it then save item master

Q: How do I pass or edit entries in BUSY?

If you want to add or edit entries 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 tab and choose the type of voucher that you want to add or edit, such as sale, purchase, etc. Step 2: To add a new voucher, click on Add and fill in all the required details. Then, click on Save to complete the process. Step 3: To edit an existing voucher, click on Modify and select the voucher no. that you want to change. You can make any changes that you want and then click on Save again.

Q: How can i retrieve the cancelled vouchers in BUSY?

If you want to retrieve the cancelled vouchers in BUSY please follow these steps: Step 1: Go to display menu Step 2: Then click on check list button Step 3: Then click on voucher numbering reports Step 4: Then click on cancelled voucher numbers Step 5: Afterwards select the voucher type such as sale,purchase etc Step 6: Then select the series name and the date range and open the report Step 7: Now you will see all the cancelled vouchers in the list Step 8: Then press enter to open that cancel invoice and press the shortcut key ALT+X to activate it again after that you can do the data entry again and save the voucher

Q: How to do ledger reconciliation in BUSY software?

If you want to do the ledger reconciliation in BUSY software please follow these steps: Step 1: Go to administration menu and then click on configuration submenu Step 2: Then click on features and options and then click on accounts tab Step 3: After that tick the ledger reconciliation to enable it Step 4: Then save the changes Step 5: Then press the shortcut key ALT+L to open the ledger Step 6: Then select the account and date range after that select enable reconciliation option as Y to enabe it Step 7: Then click on ok button and then after opening the report press the shortcut key F4 and then you can reconcile it accordingly

Q: . How do I generate an invoice from a sales order in BUSY?

To generate an invoice from a sales order in BUSY, 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 Order. Step 3: On the item row, press F11 to see a window that shows you the pending Order list. You can select the Orders that you want to adjust in the sales bill. Step 4: After selecting the Order, the item details, such as quantity and price, will be automatically filled. You can now save the bill.

Q: How to record intra-state sales in BUSY?

To record intra-state sales in BUSY, you can follow below steps: Step 1: Go to Transactions and select the Sales/supply outward Voucher . Step 2: Click on Add to create a new sales voucher. Step 3. Fill in the necessary details such as the Series, Date, Voucher Number. Step 4: Further while entering sale type, choose Local- Itemwise/Multirate or TaxIncl. Step 5: Then Select the appropriate Customer ledger and material centre. Step 6: Enter the details of the items sold, including quantity, rate, and tax information. Step 7: Save the sales voucher once all the information is entered correctly. The intra-state sales will now be recorded in BUSY.

Q: Why are only my registered credit/debit notes appearing in sales return summaries and not the unregistered ones? How can I fix this?

To ensure all credit/debit notes appear in sales return summaries in BUSY, You need to check below steps : Step 1:Make sure to issue them against sales and not against purchases. Step 2:Check that they are properly linked to the original invoice Step 3: Ensure all data is entered correctly, especially the sales type. Step 4: Check the Item Master and see if skip in GST report is enabled; if it is, the entry won't appear in the sales return. Step 5: Modify the sales type, save the changes, and then modify the sales return entry. Step 6: Now, the entry should reflect in the GST report.

Q: Why am I not able to generate an invoice for a particular customer/item in BUSY?

There could be several reasons why you are not able to generate an invoice for a particular customer/item in BUSY. Some possible reasons could be: 1. If the Customer/item is not created in the correct group that customer/item not showing in the list after that we can't raise an invoice for this. 2. Check if the customer or item is marked as inactive or blocked in the software. If so, you may need to reactivate or unblock them to generate an invoice. 3. Ensure that you have the necessary permissions or access rights to generate invoices for that specific customer/item. Check that no master control is applied.

Q: How can i show the sales invoice details in gst report as per shipping details?

To show the sales invoice details in gst reports as per shipping details in BUSY, you need to select billing shipping details in gst report basis under billing shipping window. You can follow the below steps: Step 1: Go to transaction section then click on sales voucher and select add option. Step 2: Now, Mention then all the invoice details like voucher date, number, party details, item details along with quantity and price etc. Step 3: While save, a window for billing and shipping details will open where you need to select billing shipping details in gst report basis to show sales invoice as per shipping details in gst reports.

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

What is the format for shipping details for export invoices?

By following the given steps you can add export invoices in BUSY with shipping details:
Step 1: Enable billing/shipping separately option through voucher series configuration under the configuration option.
Step 2: Then go in transaction section.
Step 3: Click on sales and add.
Step 4: Define required details such as series, date voucher number, in sale/purchase type select export local/central as per requirement.
Step 5: Then select desired party.
Step 6: After select party, a window will appear as Billing/Shipping details:
Step 7: Then mention shipping details.
Step 8: Add item details.
Step 9: While saving voucher mention the port code and update port address (last place of india from where goods will be transfer or received)

How do I add service items to my BUSY?

To add a service items in BUSY follow these steps: 
 Step 1: Go to administration menu 
 Step 2: Then click on masters option 
 Step 3: Then click on item option 
 Step 4: Then click on add button 
 Step 5: Then specify the name of item,unit,group etc 
 Step 6: Then click on tax category field Then select tax category with service tax 
 Step 7: If service tax category is not created press key F3 to create a service tax category 
 Step 8: Specify name and taxrate and make sure to specify type as service and save it then save item master

How do I pass or edit entries in BUSY?

If you want to add or edit entries 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 tab and choose the type of voucher that you want to add or edit, such as sale, purchase, etc.
Step 2: To add a new voucher, click on Add and fill in all the required details. Then, click on Save to complete the process.
Step 3: To edit an existing voucher, click on Modify and select the voucher no. that you want to change. You can make any changes that you want and then click on Save again.

How can i retrieve the cancelled vouchers in BUSY?

If you want to retrieve the cancelled vouchers in BUSY please follow these steps:
Step 1: Go to display menu
Step 2: Then click on check list button
Step 3: Then click on voucher numbering reports
Step 4: Then click on cancelled voucher numbers
Step 5: Afterwards select the voucher type such as sale,purchase etc
Step 6: Then select the series name and the date range and open the report
Step 7: Now you will see all the cancelled vouchers in the list
Step 8: Then press enter to open that cancel invoice and press the shortcut key ALT+X to activate it again after that you can do the data entry again and save the voucher

How to do ledger reconciliation in BUSY software?

If you want to do the ledger reconciliation in BUSY software please follow these steps:
Step 1: Go to administration menu and then click on configuration submenu
Step 2: Then click on features and options and then click on accounts tab
Step 3: After that tick the ledger reconciliation to enable it
Step 4: Then save the changes
Step 5: Then press the shortcut key ALT+L to open the ledger
Step 6: Then select the account and date range after that select enable reconciliation option as Y to enabe it
Step 7: Then click on ok button and then after opening the report press the shortcut key F4 and then you can reconcile it accordingly

. How do I generate an invoice from a sales order in BUSY?

To generate an invoice from a sales order in BUSY, 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 Order.
Step 3: On the item row, press F11 to see a window that shows you the pending Order list. You can select the Orders that you want to adjust in the sales bill.
Step 4: After selecting the Order, the item details, such as quantity and price, will be automatically filled. You can now save the bill.

How to record intra-state sales in BUSY?

To record intra-state sales in BUSY, you can follow below steps:
 Step 1: Go to Transactions and select the Sales/supply outward Voucher .
 Step 2: Click on Add to create a new sales voucher.
 Step 3. Fill in the necessary details such as the Series, Date, Voucher Number.
 Step 4: Further while entering sale type, choose Local- Itemwise/Multirate or TaxIncl.
 Step 5: Then Select the appropriate Customer ledger and material centre.
 Step 6: Enter the details of the items sold, including quantity, rate, and tax information.
 Step 7: Save the sales voucher once all the information is entered correctly.
 The intra-state sales will now be recorded in BUSY.

Why are only my registered credit/debit notes appearing in sales return summaries and not the unregistered ones? How can I fix this?

To ensure all credit/debit notes appear in sales return summaries in BUSY, You need to check below steps :
 Step 1:Make sure to issue them against sales and not against purchases. 
 Step 2:Check that they are properly linked to the original invoice
 Step 3: Ensure all data is entered correctly, especially the sales type.
 Step 4: Check the Item Master and see if skip in GST report is enabled; if it is, the entry won't appear in the sales return.
 Step 5: Modify the sales type, save the changes, and then modify the sales return entry.
 Step 6: Now, the entry should reflect in the GST report.

Why am I not able to generate an invoice for a particular customer/item in BUSY?

There could be several reasons why you are not able to generate an invoice for a particular customer/item in BUSY. Some possible reasons could be: 
1. If the Customer/item is not created in the correct group that customer/item not showing in the list after that we can't raise an invoice for this. 
2. Check if the customer or item is marked as inactive or blocked in the software. If so, you may need to reactivate or unblock them to generate an invoice. 
3. Ensure that you have the necessary permissions or access rights to generate invoices for that specific customer/item. Check that no master control is applied.

How can i show the sales invoice details in gst report as per shipping details?

To show the sales invoice details in gst reports as per shipping details in BUSY, you need to select billing shipping details in gst report basis under billing shipping window. You can follow the below steps:
Step 1: Go to transaction section then click on sales voucher and select add option.
Step 2: Now, Mention then all the invoice details like voucher date, number, party details, item details along with quantity and price etc.
Step 3: While save, a window for billing and shipping details will open where you need to select billing shipping details in gst report basis to show sales invoice as per shipping details in gst reports.

Frequently AskedQuestions