Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
How can I set particular invoice format as default for particular series?
To set particular invoice format as default for particular series you can follow some step.
Step 1: Go to administration and click on configuration.
Step 2: Now click on voucher series configuration and select voucher type and series under voucher type
Step 3: After click on series,click on voucher Configuration and then enable Print Sale Invoice
after saving voucher and after enable it configuration option will highlight, you need to click on configuration.
Step 4: Now specify the format in the field of Printing invoice format and enable other feature in configuration if required and click on OK option and save then voucher configuration window.From this configuration you can set default format for printing series wise.
I want the PO number to print before the item details on the invoice in BUSY. How can I change the printout format?
To enter PO number in vouchers, you can use voucher optional field feature in BUSY. To configure it follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Voucher Series Configuration and choose the voucher type such Sales, Purchase, etc.
Step 3: Select the series and click on Voucher Configuration.
Step 4: Mention the No of optional field as 1 and configure it with the field name as PO No. then save.
Now, when you enter the voucher can enter PO No. in the optional field.
The PO Number will be print on the header part of standard format automatically. Further if you have any customize format then you to contact them with you customize it.
When trying to generate invoices, I get an error that the invoice No.length exceeds characters. How can I fix this?
If you get an error about Invoice length then you need to edit voucher no.manually make sure voucher no.should not be greater than 16 character.If voucher no. is automatic then your need to follow some steps:
Step 1: Go to administration and then click on configuration.
Step 2: After click on configuration click on the voucher series configuration and select voucher type and series under voucher type
Step 3: After click on series click on voucher numbering option now remove some character from year or prefix or suffix after that save voucher numbering and then you will get the prompt for Renumbering you need click on Yes option.
Note- Kindly take backup before changing in voucher nunbering.
How to enable the voucher numbering for the payment voucher?
You can configure the voucher numbering for the payment voucher from the voucher series configuration.
Pleaes follow the below steps.
Step 1: Click on administration and then configuration
Step 2: Then voucher series configuration and then select required voucher type then series after that click on voucher numbering tab.
Step 3: Select voucher Numbering type as automatic and mention the renumbering frequnecy as per your need either daily, monthly or yearly.after that select the embed year in voucher number as Prefix, If want to add something before voucher number and As Suffix,If want to add something After voucher number.the voucher number should not be more than 16 characters and can use hypon and forward slash sign Only.
Step 4: During Voucher Entry, It will reflect accordingly.
How can I change voucher numbers from manual to auto-generated?
To change the voucher numbering from manual to automatic, you can follow the below steps:
Step 1: Take the latest backup of you Data.
Step 2: Go to administration then click on configuration menu
Step 3: Select the voucher series configuration tab and choose the required voucher type .
Step 4: After selecting the voucher type, choose the relevant series, and then click on the Voucher Numbering tab located on the right side of the screen.
Step 5: Specify the numbering type as Automatic, then update the prefix, suffix, starting number, and click on the Ok button to confirm the changes.
Step 6: Select Yes to save this voucher numbering system and No to renumber the voucher type. Your automatic voucher numbering configuration has been completed.
How to separate or un-club item details in an e-bill in BUSY?
If you dont want to club or consolidate item while saving the sales invoice, follow the below steps:
Step 1: Go to Administration then click on Configuration menu
Step 2: Select voucher series coniguration tab and then choose the required voucher type like sales,purchase etc.
Step 3: After click on voucher type, select its series then click on Voucher configuration that displayed at right side of screen.
Step 4: Now, depending on your preference, you have two options:
1.If you are not using advanced POS data entry then click on Configure Standard POS Options.
2.If you are utilizing the advanced POS data entry feature , click on Configure Advanced POS Options.
Step 5: Afterward, Specify N to disable Consolidate Items while saving option and save the configuration.
I need to enter serial numbers for multiple products on an invoice. How can this be done?
To enter serial numbers for multiple products on an invoice in BUSY you can
follow the steps
Step1 go to administration menu and click to configuration then click on Voucher
series configuration and select sale and its series then click on voucher configuration
and enable item wise description and configure the description option maximum 20
and save
Step2 Go to transaction menu and click to sale and click to add
Step3 fill the voucher series voucher number and voucher date sale type and party name
Step4 click on item name and fill the serial numbers of item and select item and its quantity
rate and amount then apply tax and save voucher
The invoice is not printing even though I have created the bill. What should I do to get the invoice to print?
If you wants to print your invoice so you can follow given steps:
Step 1:You need to go to the transaction menu,open that bill in modify mode,
Step 2:Here you can see the Print option in the title bar,click on it and print in standard format or as you want.
If you want to print option after saving voucher,you can follow given steps:
Step 1:Go to the Administration menu,
Step 2:Click on Configuration,
Step 3:Click voucher series configuration,
Step 4:Click on sales and select series,
Step 5:Here you can find an option is Print sales invoice after saving,specify Y,then save this window,
Now,when you enter a voucher and after saving you will get a prompt to print sale invoice.
How can I claim tax credit on exports from the government? What documents do I need?
To claim tax credit on exports from the government, you will need to provide the following documents:
Step 1. Export Invoice: This is the invoice issued for the export transaction.
Step 2. Shipping Bill: This document is generated by the customs authorities and contains details of the exported goods.
Step 3. Bill of Lading/Airway Bill: This document serves as proof of shipment and is issued by the shipping or airline company.
Step 4. Export Declaration: This is a declaration form that provides information about the exported goods.
Step 5. Letter of Credit/Bank Realization Certificate: These documents show that the payment for the exported goods has been received.
Step 6. GST Returns: You will need to submit your GST returns, including the GSTR-1 and GSTR-3B forms.
How can Configure for payment received at the time of sale?
To enter payment during sale you can use settlement feature and to enable it you need to follow some steps:
Step 1: Go to Administration and then click on Configuration.
Step 2: Now click on Voucher series and configuration and select voucher type sale.
Step 3: Now click on voucher series and then click on Voucher configuration option.
Step 4: Now enable settlement details and click its configure option.
Step 5: Now select the mode for settlement and tag account there.
Step 6: Now enable the option of Post Settlement Data along with Party Data and then click on OK option.
Step 7: Now save the voucher configuration window.
Step 8: Now During voucher entry you can enter settlement in cash or in bank in settlement window.
