Frequently Asked
Questions

Q: How does the invoicing feature work in BUSY? Can you walk me through creating and sending an invoice?

To create an invoice in BUSY, you need to follow these steps: Step 1: Open your company and go to Transaction menu. Step 2: Select voucher type such as Sales, Purchase, etc and click on Add. Step 3: Enter all the necessary details such as Date, Vch Number, Sale Type/Pur Type, Party, Item, etc and save the transaction. Step 4: After creating it you can send that invoice to your customer by click on the SMS, EMAIL and BUSY BNS. Note: You need to make sure by which mode you want to send invoice that is configured in your company.

Q: How to record cashPaytm sales in BUSY

You can record cash or paytm sale in BUSY Please follow the given steps Step 1 Go on administratino menu Step 2 Click on configuration then voucher series configuration Step 3 Click on sales and select series Step 4 Click on voucher configuration Step 5 Enable the option ENABLE SETTLEMENT DETAILS and click on configure Step 6 Enable the settlement option you want and mention cash and paytm account here and save Step 7 Create a sale transaction, during save it will ask for payment settlement Step 8 Mention here cash or paytm payment

Q: When I try to tag vouchers for ITC claiming in BUSY, it is not allowing me to select certain vouchers. How can I tag all vouchers?

If you are unable to claim Input Tax Credit or ITC for a specific voucher in BUSY, ensure that the particular voucher exists in the BUSY data before attempting to tag it for ITC claiming.Further, if the invoice does not exist in database then you can add the particular invoice in BUSY by follow these steps: Step 1: Go to transaction section then choose the required voucher type like purchase voucher. Step 2: select the add option then create the invoice with required party master and other details Step 3: after create the voucher and save the invoice.

Q: I am unable to save changes or updates I made to an existing entry in BUSY. What could be the reason and solution for this?

If you are unable to save changes or updates you made to an existing entry There are the several reasons of it: 1. Make sure you are logged in with main user 2. If you are not logged in with main user make sure you have appropriate rights to modify the invoice 3. May be you are not saving the invoice properly Possible solutions of this is as follows: 1. Give the modification rights to your user in case of subuser 2.Save the invoice properly 3.Open the company with admin user then check

Q: I want to delete or cancel an invoice created in BUSY but it is not allowing me. What should I do in this case?

If you are facing difficulties in deleting or canceling an invoice in BUSY, you may want to follow these general steps. Step 1: Ensure that you have the right to delete or cancel invoices. Sometimes in BUSY doesn't have rights for these certain actions based on user rights and permissions. Step 2: Restrictions are given to sub-users not to delete or cancel bills. Step 3: If using the voucher approval feature and the bill is not approved by the main user so in the case also sub user cant be delete or cancel an invoice in BUSY.

Q: How to convert sales entry into purchase entry ?

To convert sales entry into purchase entry follow the below steps: Step1: Open Voucher Entry Screen: Open the voucher entry screen in your accounting software where you want to use the F6 key for voucher type conversion. Step2: Press F6 Key:While the selected voucher is active on the screen, press the F6 key on your keyboard. This action should trigger the voucher type conversion function.. Step 3: Choose the New Voucher Type: After pressing F6, a list of available voucher types for conversion should appear on the screen. Select the desired voucher type from the list.

Q: How do I save the customized voucher format?

To save the customised voucher format, you need to follow the below steps: Step 1: Go to Transactions, then select Voucher, then click on Modify, then put the voucher number that you want to save, and click on OK or F2 to save the transaction. Step 2: After loading the voucher, you need to click on the print option. After clicking on the print option, you will find the option to select the sale invoice. Step 3: And then you have to select the format for printing. In that option, you need to select your customised voucher format.

Q: How to record split payment sales in BUSY

You can record split payment in BUSY Please follow the given steps Step 1 Go on administratino menu Step 2 Click on configuration then voucher series configuration Step 3 Click on sales and select series Step 4 Click on voucher configuration Step 5 Enable the option ENABLE SETTLEMENT DETAILS and click on configure Step 6 Enable the settlement option you want and mention cash, bank, or any other payment mode and save Step 7 Create a sale transaction, during save it will ask for payment settlement Step 8 Mention here split payment and save

Q: How can I troubleshoot errors when generating invoices in BUSY?

To troubleshoot error when generating invoices in BUSY follow these steps: Step 1: Make sure you are using latest release of BUSY Step 2: Make sure you have specify all the details correctly while doing the entry Step 3: Ensure that all the details such as gstin,party name,hsn code ,item,tax rate is properly specified in entry Step 4: After checking all these things try to generate the invoice again Step 5: If still you are facing same issue you need to check the error description and try to solve this accordingly

Q: How can i update the place of supply as per shipping details in BUSY?

If you want to update the place of supply as per shipping details then follow the below steps: Step 1: Go to transaction section then click on required 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 pick shipping details as place of supply and mention the shipping address then save the voucher.

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 does the invoicing feature work in BUSY? Can you walk me through creating and sending an invoice?

To create an invoice in BUSY, you need to follow these steps:
Step 1: Open your company and go to Transaction menu.
Step 2: Select voucher type such as Sales, Purchase, etc and click on Add.
Step 3: Enter all the necessary details such as Date, Vch Number, Sale Type/Pur Type, Party, Item, etc and save the transaction.
Step 4: After creating it you can send that invoice to your customer by click on the SMS, EMAIL and BUSY BNS.
Note: You need to make sure by which mode you want to send invoice that is configured in your company.

How to record cashPaytm sales in BUSY

You can record cash or paytm sale in BUSY
 Please follow the given steps
 Step 1 Go on administratino menu
 Step 2 Click on configuration then voucher series configuration
 Step 3 Click on sales and select series
 Step 4 Click on voucher configuration
 Step 5 Enable the option ENABLE SETTLEMENT DETAILS and click on configure
 Step 6 Enable the settlement option you want and mention cash and paytm account here and save
 Step 7 Create a sale transaction, during save it will ask for payment settlement 
 Step 8 Mention here cash or paytm payment

When I try to tag vouchers for ITC claiming in BUSY, it is not allowing me to select certain vouchers. How can I tag all vouchers?

If you are unable to claim Input Tax Credit or ITC for a specific voucher in BUSY, ensure that the particular voucher exists in the BUSY data before attempting to tag it for ITC claiming.Further, if the invoice does not exist in database then you can add the particular invoice in BUSY by follow these steps:
Step 1: Go to transaction section then choose the required voucher type like purchase voucher.
Step 2: select the add option then create the invoice with required party master and other details
Step 3: after create the voucher and save the invoice.

I am unable to save changes or updates I made to an existing entry in BUSY. What could be the reason and solution for this?

If you are unable to save changes or updates you made to an existing entry 
 There are the several reasons of it:
 1. Make sure you are logged in with main user
 2. If you are not logged in with main user make sure you have appropriate rights to modify the invoice
 3. May be you are not saving the invoice properly
 Possible solutions of this is as follows:
 1. Give the modification rights to your user in case of subuser
 2.Save the invoice properly
 3.Open the company with admin user then check

I want to delete or cancel an invoice created in BUSY but it is not allowing me. What should I do in this case?


If you are facing difficulties in deleting or canceling an invoice in BUSY, you may want to follow these general steps. 
Step 1: Ensure that you have the right to delete or cancel invoices. Sometimes in BUSY doesn't have rights for these certain actions based on user rights and permissions.
Step 2: Restrictions are given to sub-users not to delete or cancel bills.
Step 3: If using the voucher approval feature and the bill is not approved by the main user so in the case also sub user cant be delete or cancel an invoice in BUSY.

How to convert sales entry into purchase entry ?

To convert sales entry into purchase entry follow the below steps: 
Step1: 
Open Voucher Entry Screen: Open the voucher entry screen in your accounting software where you want to use the F6 key for voucher type conversion.
Step2: 
Press F6 Key:While the selected voucher is active on the screen, press the F6 key on your keyboard. This action should trigger the voucher type conversion function.. 
Step 3: 
Choose the New Voucher Type: After pressing F6, a list of available voucher types for conversion should appear on the screen. Select the desired voucher type from the list.

How do I save the customized voucher format?

To save the customised voucher format, you need to follow the below steps:
Step 1: Go to Transactions, then select Voucher, then click on Modify, then put the voucher number that you want to save, and click on OK or F2 to save the transaction.
Step 2: After loading the voucher, you need to click on the print option. After clicking on the print option, you will find the option to select the sale invoice.
Step 3: And then you have to select the format for printing. In that option, you need to select your customised voucher format.

How to record split payment sales in BUSY

You can record split payment in BUSY
 Please follow the given steps
 Step 1 Go on administratino menu
 Step 2 Click on configuration then voucher series configuration
 Step 3 Click on sales and select series
 Step 4 Click on voucher configuration
 Step 5 Enable the option ENABLE SETTLEMENT DETAILS and click on configure
 Step 6 Enable the settlement option you want and mention cash, bank, or any other payment mode and save
 Step 7 Create a sale transaction, during save it will ask for payment settlement 
 Step 8 Mention here split payment and save

How can I troubleshoot errors when generating invoices in BUSY?

To troubleshoot error when generating invoices in BUSY follow these steps:
 Step 1: Make sure you are using latest release of BUSY 
 Step 2: Make sure you have specify all the details correctly while doing the entry 
 Step 3: Ensure that all the details such as gstin,party name,hsn code ,item,tax rate is properly specified in entry 
 Step 4: After checking all these things try to generate the invoice again 
 Step 5: If still you are facing same issue you need to check the error description and try to solve this accordingly

How can i update the place of supply as per shipping details in BUSY?

If you want to update the place of supply as per shipping details then follow the below steps:
Step 1: Go to transaction section then click on required 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 pick shipping details as place of supply and mention the shipping address then save the voucher.

Frequently AskedQuestions