Frequently Asked Questions

sales discount voucher but it is not reflecting correctly in the invoice total. please folllow below steps : 
 Step 1 : Check the Your Invoice , discount is appied or not . 
 Step 2: Check the if item wise discount is applied on each item of the invoice 
 Step 3: Check the Discount bill sundry configuration
 Step 4 : Go to standard invoice configuration 
 Step 5: select the Discount amgt column from body settings and save 
 Step 6 : Check the invoice print preview

If you're not seeing the discount amount in the total invoice value , please folllow below steps : 
 Step 1 : Check the Your Invoice , discount is appied or not . 
 Step 2: Check the if item wise discount is applied on each item of the invoice 
 Step 3: Check the Discount bill sundry configuration
 Step 4 : Go to standard invoice configuration 
 Step 5: select the Discount amgt column from body settings and save 
 Step 6 : Check the invoice print preview

If you want to change the tax rate or hsn code in the purchase voucher then follow the below steps.
 Step 1: Click on Transactions
 Step 2: Then Purchase
 Step 3: Then Modify
 Step 4: Select the voucher for which you want to change the tax rate and hsn code
 Step 5: open the required item master from alt + m shortcut key then change the tax rate and hsn code.
 Step 6: Then remove from F9 required items and enter it again in the voucher and save it.

If you want to adjust one sales invoices against another sales invoice as a credit note
 then please follow the given steps
 Step 1: Go to transaction menu then sales return cr note then add.
 Step 2: Then select series then enter date then vch no then sale type then party.
 Step 3: Then original sale details window will open where you need to enter 
 original vch no sale amt will auto populate if vhc no is correct.
 Step 4: Then proceed to enter voucher and save.

Yes, you can edit the due date of a bill after it has been raised in BUSY by follow these steps:
Step 1: Go to transaction section then select required voucher type.
Step 2: Now, Click on modify tab then mention voucher series, date and voucher number to access the invoice in modify mode.
Step 3: Next, Click on reference tab which appear in bottom of voucher screen then select bill reference option.
Step 4: Bill by bill adjustment window will appear, you can edit the due date and then save the voucher.

In BUSY, you have the flexibility to generate various transactions, including sales, purchases, sales return, purchase return, debit/credit notes without items, journals, receipts, payments, contra entries, delivery challans, productions, and more.
To post transaction in BUSY, follow the below steps:
Step 1: Go to Transaction section then click on Required voucher type.
Step 2: After selecting the necessary voucher type, click on the Add option and proceed to create the voucher.
BUSY provides a range of accounting and inventory reports. To view the desired report, you can access it from the Display section.

Yes, It is possible in BUSY to charge freight Item wise. Please follow the below steps:
Step 1: Go to Administration and select configuration
Step 2: Go to Feature and option and enable Item Wise Markup and set Simple Markup and save
Step 3: Go to Voucher Series Configurations select Sales and Series and click on Voucher Configuration and enable Item wise Markup and specify Markup Structure
Step 4: Go to Transactions and at the item window a window will popup for Markup there you can add your freight amount at item level.

To exclude freight charges from the sales account,please follow the below steps:
Step 1: Go to the administration menu and select Masters Menu
Step 2: Go to Bill Sundry section  and add Bill Sundry of Freight
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 freight charges
Step 5: Tag your freight account here and save the bill sundry. To save you also press F2.

To enable Purchase Order feature and generate it & invoices you can follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options and click on Inventory tab.
Step 3: Here, you will find an option called "Enable Order Processing" click on the check box to turn it on and save.
Step 4: Now, go to the Transaction menu and select Purchase Order, Sales, etc
Step 5: Click on Add and fill all the required details such as Date, Voucher no. Items, etc and save the transaction.

To add a party and item in a voucher in BUSY Accounting Software, you can follow these steps:
Step 1: Go to transaction and select voucher type such as sale, purchase, sale return or purchase return as required.
Step 2: After selecting the voucher type, click on Add option.
Step 3: Enter transaction details including the party name, item name and price information. If the party or item name is not already created in the company, you can create them by using the F3 shortcut key at the time of voucher creation.