Frequently Asked Questions

If you have not raised a bill for a purchase party in,You should create a purchase invoice for the party and include the necessary details such as the purchase bill number and applicable taxes.You can follow some steps to record transaction if not recorded yet:
Step 1: Go to the Transaction and select Purchase voucher option.
Step 2: Now select Add option and enter all required details with item name of which you want to maintain stock.
Step 3: Now click on save option or press shortcut key F2.

You should follow below steps to configure BUSY to append new refernces to existing ones for a party:
 Step 1: Go in administration and select configuration.
 Step 2: Then select feature/options.
 Step 3: Under it click on Account.
 Step 4: Enable the option of Bill by Bill.
 Step 5: Go in relevant party master and enable bill by billing.
 Step 6: When we create same refrence number which was created before then BUSY asks you to append it.
 Step 7: Can select Yes and append it.

If you want to check that you have created the invoices accurately please follow these steps:
Step 1: Go to transactions menu and open the voucher such as sale,purchase etc and open the voucher from modify or list button
Step 2: Then check you have selected the required fields accurately such as voucher date,sale/purchase type and party name etc
Step 3: Ensure that you have selected correct tax category in item master
Step 4: Make sure you have apply the tax properly afterwards you can save the changes if required

For printing a particular invoice in two different formats, follow the below steps:
Step 1: Open a BUSY company.
Step 2: Select Administration. Under Administration, select Configuration.
Step 3:  Under Configuration, select the voucher series configuration.
Step 4: Under voucher series configuration, select the voucher series to configure.
Step 5: Select the voucher configuration. mention print sales invoice after saving Y, click configure button, mention number of format, specify format, select printing invoice format, mention prompt for printing Y, and mention printing option N. Save printing details. save voucher series configuration

You can active cancelled voucher in BUSY by following below steps:
Step1: Go to display menu and click on check list option.
Step2: Then click on Voucher numbering report option and select cancelled voucher numbers option.
Step3: Specify voucher type, series if required and mention date range then press Ok .
Step4: Here you are check the list of cancelled vouchers and open particular vouhcer and press control+x for activate the same.
Step5: Then presss on yes to activate and mention required details as per your requirement then save the invoice.

To include extra charges in your bill, you can add the same through bill sundry in voucher. To know how to add bill sundry for charges follow the below steps:
Step 1: Go to administration menu then select masters.
Step 2: Select bill sundry option and click on add.
Step 3: Enter the required details such as name, bill sundry type and nature, and for accounting specify sale or purchase account as required.
Step 4: On right side select the calculation mode such as absolute amount, percentage, etc then save.

If you want to print invoices & bills from BUSY, you can follow these steps:
Step 1: Go to the Transaction menu and add a sale voucher with all the necessary details, such as date, invoice number, party, item, tax, etc.
Step 2: After saving the invoice, a print window will pop up. You can select Yes on this window and print the invoice. 
Step 3: If the print window does not appear, you can either click on the Print button or press ALT+P to print the invoice.

If you want to adjust a quotation voucher in invoice please follow these steps:
Step 1: Go to transactions menu then click on voucher such as sales,purchase
Step 2: Then click on add button to add a invoice
Step 3: After that specify the required fields such as series,date and party name etc 
Step 4: Then go to item grid and press the shortcut key F11
Step 5: Then tick the quotation number you want to adjust and then click on ok button to proceed and save the voucher accordingly

If the discount value is deducting from the taxable value you need to do settings in your discount bill sundry as follows:
 Step 1: Go to administration menu
 Step 2: Then click on masters 
 Step 3: Then click on bill sundry
 Step 4: Then open the discount bill sundry from modify or list button
 Step 5: Afterwards select adjust in sale or purchase amount option as N then select specify account here and tag discount account in account head to post option and save

If you have deleted the sales invoices instead of modifying them then you are required to add the invoice again or can restore the backup if you have before deleting the invoice. Further, to modify the sales invoice in BUSY, follow these steps:
Step 1: Take the latest backup of data.
Step 2: Go to the transaction section then click on sales voucher type
Step 3: Select the modify option then access the required invoice in modify mode.
Step 4: Now, update the necessary details and save the invoice.