Frequently Asked Questions

Follow below steps for GST invoicing in BUSY:
 Step 1: Go in administration and select configuration.
 Step 2: Then select feature/options.
 Step 3: Click on GST/VAT.
 Step 4: Enable GST and mention type of dealer and filling frequency.
 Step 5: Define the GSTN in given option.
 Step 6: Create default GST masters.
 For swtiching from cash memo to B2B invoice in BUSY, follow given steps:
 Step 1: Open relevant voucher.
 Step 2: Select party who is registered and has it's company GSTN.
 Step 3: Select Sale/Purchase type as per your requirement.
 Step 4: Specify required details.
 Step 5: Apply tax and proceed for generation.

If you want to modify or delete existing transactions 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. You can also open that invoice from the list of vouchers.
 Step 2: Click on Modify and open the voucher that you want to change or remove.
 Step 3: Make the necessary changes and save them again.
 Step 4: To delete the voucher, click on Delete button or press F8 after opening it.
 Note: Take latest backup of your data before making any changes.

To convert a delivery note into an invoice in BUSY, you need to follow these steps:
Step 1: Open your company, then go to Transaction menu.
Step 2: Select Sales and click on Add.
Step 3: Pick the Type as Against Challan and select Party. The Party name should same as in the delivery note.
Step 4: Press F11 in the item row and a window of pending challan will appear.
Step 5: Select your challan by click on the check box and press Ok.
Step 6: All the details of delivery note will picked in the sales voucher you just need to save it after checking all the details.

In BUSY, The items purchased through purchase will be recorded in the purchase ledger, while items added as expenses will be recorded in the expense ledger which you need to tag in the item master.
Please follow the below steps to tag the expense account in the item.
Step 1: Click on administration and then masters
Step 2: Then Item and Add it by the name of expense and select the tax category.in the specify purchase account option mention the expense account and enable dont maintain stock balance then save it.
Step 3: When you pass the voucher then entry will reflect under expense account in the balancesheet.

To add SEZ voucher in BUSY, follow these steps:
Step 1: Go to transaction section then click on Sales voucher.
Step 2: Click on Add and then mention SEZ sales type and create the invoice with required details.
Step 3: After save the Voucher.
To Create the SEZ sales type, follow the below steps:
Step 1: Go to administration then click on Master menu.
Step 2: Select the sales type and click on Add tab
Step 3: After entering the sale type name, select Central in the region field and choose SEZ unit in the type of transaction. Once these options are selected, save the sales type to confirm your choices.

To create a new invoice in BUSY Please follow the given steps :
 Step 1: Open BUSY software
 Step 2: Go to Company Menu 
 Step 3: Select Company and login with uername and password
 Step 4: Go to Transaction Menu
 Step 5: To create an invoce, click on sale or purchase voucher and then click on ADD button 
 Step 6: Mention the neccessary details as Party detail , Item detail along with quantity and price
 Step 7: Go to Bill sundry field and press F4 for apply Tax if needed 
 Step 8: select the Save button to save the voucher.

If you want to enter the sales bill in BUSY you have to follow the below-given steps:-
Step1: Navigate to the Transaction menu.
Step2: Then click on the Sale option.
Step3: Then click on the Add option.
Step4: After opening the sale bill define the Header Information there such as voucher date, voucher number then sale type.
Step5: Then if you have Multi-tax rate items you can use Local/Central Item wise or Local/Central Multi-rate in case of "item- wise" Item tax is calculated automatically after entering on amount column and in case of "Multi rate" you have to press F2 then F4 to apply the tax on bill sundry.

You can add cess for purchase and sales after enabling the cess from the GST VAT option.
Pls follow the below steps.
Step 1: Click on administration and then configuration
Step 2: Then features and options choose the GST VAT option then enable the cess option and save it 
Step 3: Go to administration and then masters. select the item and open the tax catgeory from alt + m shortcut key adn enter the cess rate then save it.
Step 4: During voucher entry, you can apply the cess either at item level or at voucher level as per the sale purchase type has been selected by you.

If you wants to correct or modify invoice in BUSY,follow these steps and again send it
 Step 1: Go Transaction and select the voucher type that want to modify 
 Step 2: Click on Modify option and then voucher will be appeared 
 Step 3: Now check required details,like voucher number,sale type,billing party and other item entries with correct amount including gst amount also and then save the changes 
 Note:-there is a shortcut key to modify Master during voucher entry that is 'ALT+M' and also take backup before making any changes and modify only if invoice is not uplaoded on government portal

To find the tax exemption related fields while generating invoice for SEZ customer, For this, you need to enable the setting for sales type in that you have to select SEZ sales type, which defaults to BUSY; if not, you have to create SEZ unit sales type. For this, you need to follow the below steps:
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.
After the above setting, you will find tax exemption related fields for SEZ customer.