Frequently Asked
Questions

Q: How do I handle credit notes or cancelled bills in your software?

To generate a credit notes in BUSY, you can follow these steps: Step 1: Open your company, then, go to the Transactions menu. Step 2: For goods return from customer, select Sales Return ( Cr. Note). Step 3: Click on Add and fill in the required details such as Date, voucher no., original voucher no., etc. Step 4: To adjust the rate difference Cr. Note(w/o Items). Step 5: Click on Add and fill in the required details such as Date, voucher no., GST Nature, etc. If you want to cancel a bill, then you have open that bill and click on the cancel button or press Ctrl+X.

Q: What is the process for creating a new invoice from scratch?

To create a new invoice from scratch in BUSY, you need to follow these steps: Step 1.Click on transactions Step 2. Go to the "Sales" menu. Step 3. Click on the Add "New" button to create a new invoice. Step 4. Enter the customer details, such as name, address, and contact information. Step 5. Add the items or services you are invoicing for, along with their quantities and prices. Step 6. Specify any applicable taxes or discounts. Step 7. Review the invoice details and make any necessary adjustments. Step 8. Save the invoice and generate a PDF or print it for your records or to send to the customer

Q: How to record export expenses like commissions, freight, insurance etc.?

To record export expenses like commissions, freight, insurance, etc. in BUSY you have to create separate bill sundries so that you can mention into the export related invoices. To create a bill sundry you can follow below steps: Step 1: Go to Administraion then click on Masters. Step 2: Under Masters click on Bill Sundry and then Add. Step 3. Creating these bill sundries select correct Bill sundry type, nature, accounting in sales Step 4: Also select correct bill sundry calculation to be fed. Step 5: Then apply these bill sundries in your export sales invoice to record such expenses.

Q: The tax charge on my invoice is showing % instead of %. How can I fix this?

If your invoice shows 9% tax instead of 12%, follow these steps to fix it: Step 1:Open the Transaction menu in BUSY. Step 2:Choose Sales and go to the Modify option. Step 3:Provide invoice details, including the invoice number. Step 4:Access the invoice format with the issue. Step 5:Locate the item row with the incorrect GST tax rate (9% instead of 12%). Step 6:Use Alt + M to modify the product. Step 7:Change the tax category from 9% to 12% and save. Step 8:Return to the invoice. Step 9:Remove the product F9 key with the wrong tax rate. Step 10:Re-enter the product, and the corrected 12% tax rate will be applied.

Q: How can I edit the account heads or tags for a transaction that is already recorded?

You can edit the account head and tags in the recorded transactions. Pls follow the below steps : Step 1: Click on Transactions Step 2: Select the required voucher type Step 3: Open the voucher in modfy mode mode Step 4: Then put the cursor on the account and press the shortcut key ALT+M, Account master will get open and can change the account group and save it. Step 5: For the tags, put the cursor on the required master and press the shortcut key ALT+M, change the tag and then remove from F9 in the voucher and enter it again.

Q: I need help understanding the invoices generated from BUSY can you explain the fields and totals?

To generate invoice from BUSY you have to click on transactions tab then you can create various invoice from that tab such as sale and purchase. Invoices generated from BUSY have various fields and totals. The fields typically include the customer's name and address, invoice number, date, item description, quantity, rate, and amount. The totals section includes the total, which is the sum of all the amounts, followed by any applicable taxes such as CGST (Central Goods and Services Tax) and SGST (State Goods and Services Tax). Finally, the invoice will display the grand total, which is the total amount including taxes.

Q: Why do I keep getting the same item name appear below in voucher entry ?

For getting the same item name appear below in voucher entry, please follow below steps : Step 1: Go to Transaction menu and select Sales voucher type from submenu. Step 2: Click on Add Option. Step 3: Now fill voucher header details like , date , voucher number, MC Name , Sale type. Step 4: After this Click on the Item entry select Item from the list . And Enter tax details in bill sundry. Step 5: To repeat same item in below row press F7 and fill details Step 6: Enter tax detils in bill sundry Step 7: Save the voucher

Q: How do I generate bills from Chalan in BUSY?

To generate bills from challan 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.

Q: How do I add narration field in BUSY

In Some Reports, There is a Narration Option given while opening the report. Further can add it through custom column in Report. Pls Follow the Below Steps for Custom Column in Reports: Step 1: Click on Custom Column Option Step 2: Mention the Format Name Step 3: Click on Add New Column or Add New Row For New Column : Step 1: Mention the Heading, Position ,Data type Field and Alignment as per your need. Step 2: Select the Field Value - Data field , Formula Based and SQL Query Step 3: Select the Category and required field. For More Customization as per your requirement can contact to Channel Partner.

Q: What is the process of making debit/credit notes?

If you want to enter debit credit notes then please follow the given steps Step 1: Go to Transaction Step 2: Then if you want to enter with item then you will enter in sales return Cr note or purchase return Dr note Step 3: If you want to enter without item Step 4: Then enter in Dr note w/o item Or Cr note w/o item. If you encounter the any issue, you can contact us through our centralized helpline at 8282828282 or 11 4096 4096, or you can email us at support@busy.in

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

How do I handle credit notes or cancelled bills in your software?

To generate a credit notes in BUSY, you can follow these steps:
Step 1: Open your company, then, go to the Transactions menu.
Step 2: For goods return from customer, select Sales Return ( Cr. Note).
Step 3: Click on Add and fill in the required details such as Date, voucher no., original voucher no., etc.
Step 4: To adjust the rate difference Cr. Note(w/o Items).
Step 5: Click on Add and fill in the required details such as Date, voucher no., GST Nature, etc.
If you want to cancel a bill, then you have open that bill and click on the cancel button or press Ctrl+X.

What is the process for creating a new invoice from scratch?

To create a new invoice from scratch in BUSY, you need to follow these steps:
Step 1.Click on transactions
Step 2. Go to the "Sales" menu.
Step 3. Click on the Add "New" button to create a new invoice.
Step 4. Enter the customer details, such as name, address, and contact information.
Step 5. Add the items or services you are invoicing for, along with their quantities and prices.
Step 6. Specify any applicable taxes or discounts.
Step 7. Review the invoice details and make any necessary adjustments.
Step 8. Save the invoice and generate a PDF or print it for your records or to send to the customer

How to record export expenses like commissions, freight, insurance etc.?

To record export expenses like commissions, freight, insurance, etc. in BUSY you have to create separate bill sundries so that you can mention into the export related invoices.
 To create a bill sundry you can follow below steps:
 Step 1: Go to Administraion then click on Masters.
 Step 2: Under Masters click on Bill Sundry and then Add.
 Step 3. Creating these bill sundries select correct Bill sundry type, nature, accounting in sales 
 Step 4: Also select correct bill sundry calculation to be fed.
 Step 5: Then apply these bill sundries in your export sales invoice to record such expenses.

The tax charge on my invoice is showing % instead of %. How can I fix this?

If your invoice shows 9% tax instead of 12%, follow these steps to fix it:
Step 1:Open the Transaction menu in BUSY.
Step 2:Choose Sales and go to the Modify option.
Step 3:Provide invoice details, including the invoice number.
Step 4:Access the invoice format with the issue.
Step 5:Locate the item row with the incorrect GST tax rate (9% instead of 12%).
Step 6:Use Alt + M to modify the product.
Step 7:Change the tax category from 9% to 12% and save.
Step 8:Return to the invoice.
Step 9:Remove the product F9 key with the wrong tax rate.
Step 10:Re-enter the product, and the corrected 12% tax rate will be applied.

How can I edit the account heads or tags for a transaction that is already recorded?

You can edit the account head and tags in the recorded transactions.
 Pls follow the below steps :
 Step 1: Click on Transactions
 Step 2: Select the required voucher type
 Step 3: Open the voucher in modfy mode mode
 Step 4: Then put the cursor on the account and press the shortcut key ALT+M, Account master will get open and can change the account group and save it.
 Step 5: For the tags, put the cursor on the required master and press the shortcut key ALT+M, change the tag and then remove from F9 in the voucher and enter it again.

I need help understanding the invoices generated from BUSY can you explain the fields and totals?

To generate invoice from BUSY you have to click on transactions tab then you can create various invoice from that tab such as sale and purchase.
Invoices generated from BUSY have various fields and totals. The fields typically include the customer's name and address, invoice number, date, item description, quantity, rate, and amount. The totals section includes the total, which is the sum of all the amounts, followed by any applicable taxes such as CGST (Central Goods and Services Tax) and SGST (State Goods and Services Tax). Finally, the invoice will display the grand total, which is the total amount including taxes.

Why do I keep getting the same item name appear below in voucher entry ?

For getting the same item name appear below in voucher entry, please follow below steps :
Step 1:  Go to Transaction menu and select Sales voucher type from submenu.
Step 2:  Click on Add Option.
Step 3:  Now fill voucher header details like , date , voucher number, MC Name , Sale type.
Step 4:  After this Click on the Item entry select Item from the list . And Enter tax details in bill sundry.
Step 5: To repeat same item in below row press F7 and fill details 
Step 6: Enter tax detils in bill sundry 
Step 7: Save the voucher

How do I generate bills from Chalan in BUSY?

To generate bills from challan 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.

How do I add narration field in BUSY

In Some Reports, There is a Narration Option given while opening the report. Further can add it through custom column in Report.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Click on Custom Column Option
Step 2: Mention the Format Name
Step 3: Click on Add New Column or Add New Row
For New Column :
Step 1: Mention the Heading, Position ,Data type Field and Alignment as per your need.
Step 2: Select the Field Value - Data field , Formula Based and SQL Query
Step 3: Select the Category and required field.
For More Customization as per your requirement can contact to Channel Partner.

What is the process of making debit/credit notes?

If you want to enter debit credit notes then please follow the given steps 
 Step 1: Go to Transaction 
 Step 2: Then if you want to enter with item then you will enter in sales return Cr note 
 or purchase return Dr note 
 Step 3: If you want to enter without item 
 Step 4: Then enter in Dr note w/o item Or Cr note w/o item. 
 If you encounter the any issue, you can contact us through our centralized helpline at 8282828282 or
 11 4096 4096, or you can email us at support@busy.in

Frequently AskedQuestions