Frequently Asked Questions

In BUSY, you can differentiate between voucher numbers for sales, sale returns, and credit notes by adding a prefix or suffix to the automatic voucher number. To know how to configure it follow the below steps: 
Step 1: Take backup of your data.
Step 2: Open your company then go to administration menu and click on configuration sub menu.
Step 3: Select voucher series configuration then select the voucher type and choose series as main or etc.
Step 4: On right side click on voucher numbering tab and here set voucher numbering type as automatic then specify the prefix, suffix and starting number as required.
Step 5: When you save it a window will appear of renumbering press yes and check after complete the process.

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.

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

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.

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.

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.

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.

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.

For Maintaining separate data for your Delivery process in the same company can be maintained through the voucher series option below are the steps to follow:-
Step 1: Go to the Administration menu then open the sub menu configuration option and then voucher series configuration.
Step 2: Then Click on the voucher type in which want to maintain separate data and click on Add series option.
Step 3: Name it and save the series After that a new series will start to reflect under the same voucher type.
Step 4: Go to the transaction menu open the voucher then click on Add button. Two series will appear you have to select the series accordingly in which you want to maintain the Delivery process.   

If you want to auto round off final bill value, you can follow these steps:
 Step 1: Go to Administration and click on configuration.
 Step 2: Choose the Voucher Series Configuration option and select the voucher type that you want to apply the discount for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
 Step 3: You will see the Auto Round off Final Ami. feature. Set it to Y to enable it and click on configure button.
 Step 4: Here, you can choose Rounding off Mode i.e, Always Upper, Always Lower & Automatic as per the need.
 Now, while you save your invoice the bill value automatic rounded off as configured.