Frequently Asked Questions

BUSY doesn't have any option to schedule for email invoices automatically.
 We have an option to send invoice automatically after save the invoice. To set it up you need to follow these steps:
 Step 1: Go to Administration and click on Configuration.
 Step 2: Select Voucher Series Configuration and choose the voucher type for which you want to set.
 Step 3: Choose the voucher series then click on Voucher Configuration. Here you will see an option called Send E-Mail After Saving.
 Step 4: Set Y to enable it and click on Configure, here you can set the format name for sending and other configurations as per the requirements.
 Now, when you save your voucher email send automatically.

To configure automatic voucher numbering fo invoice in BUSY follow these 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

Voucher series is used for bifurcating things. For example there are two partners in a firm. Both want to maintain their data in one company. So we can create 2 series with their name. Each can do transactions in their separate series. We have more options here like Cash and Credit transactions series, Branch wise data maintaining, Good and service transaction series.
We can maintain different types of series so that we can go through their data accordingly. 
To add a new voucher Series follow the below steps :
Step 1: Go to Administration ⇒ Configuration ⇒ Voucher Series Configuration.
Step 2: Select your required voucher type and click on “Add New” and write your Series Name and save.

If you want to set the default print format from standard to A5 half page for a voucher please follow these steps:
Step 1: Go to administration menu then click on configuration sub menu
Step 2: Then select the voucher series configuration option
Step 3: Now select the voucher such as sale
Step 4: Select the series name and then click on voucher configuration button
Step 5: Then select the print sales invoice after saving option as Y then click on configure button available at right
Step 6: Select format as A5 half page and save the window and afterwards save the changes
Step 7: Go to transactions menu and open the voucher such as sale and check the print preview of it

To resolve inconsistencies in bill numbers being generated, either you can modify each voucher and correct the voucher numbering after set the voucher numbering as Manual or Run the renumbering process by using these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type such as sale, purchase, etc. Then, select the voucher series and click on Voucher Numbering.
Step 3: Choose the Numbering Type as either Automatic. Then, verify the prefix, suffix, and Starting No. as per your needs and click on OK.
Step 4: Then a window will appear of renumbering, press yes and then check.
Note: Take backup of your data before running this process.

To apply different discount percentages for each item in a sales invoice in BUSY you need to follow below steps:
Step 1: Go to Administration then Click on Configuration
Step 2: Then click on Voucher series configuration
Step 3: Then click on voucher type and select series and click on voucher configuration
Step 4: Enable item-wise discount option as Y and specify the discount structure as Simple Discount, % of price or amount and then save the configuration
Step 6: Then you have to create sales invoice and when you enter item quantity and unit details item wise discount window will appear.
Step 7: There you have to enter the item wise price and discount manually and price will automatically calculated.

The printing option may not be enabled when you generate an invoice in BUSY due to a configuration issue or a setting that needs to be enabled. To resolve this, follow these steps:
1. Check the software settings and ensure that the printing option is enabled correctly.
2. To verify the setting, go to the Administration menu, then click on Configuration.
3. Under Configuration, select Voucher Series Configuration.
4. Choose the sale voucher you are working with.
5. Within the sale voucher, select your voucher series.
6. In the voucher configuration, ensure that the option Print Sales Invoice after Saving is enabled.
If you continue to experience issues with printing invoices, it's advisable to contact the customer support team for further assistance.

You can renumber the voucher numbers in BUSY to fix the sequence. Here are the steps to do this:
 Step 1: Go to Administration and click on configuration.
 Step 2: Select Voucher Series Configuration and the choose the voucher type such as Sales, Purchase, etc.
 Step 3: Select the voucher series and click on voucher numbering.
 Step 4: Set the Numbering Type as Automatic and enter the prefix, suffix and starting number for the vouchers.
 Step 5: Click on OK and then click on Yes when asked to renumber the vouchers. This will arrange the voucher numbers in sequence automatically.
 Note: Take latest backup of your data before make any changes in the voucher numbering.

Discount can be applied on Voucher level and to apply it you can enter discount in bill sundry and other 
one is to apply on item level and to apply on item level you need to follow some steps:
Step 1: Go to the Administratio and then click on Configuration.
Step 2: Now click on Voucher series and configuration and select voucher type.
Step 3: Now click on voucher series and then click on Voucher configuration option.
Step 4: Now enable the item wise discount option and specify the discount structure.
Step 5: Now save the configuration and enter your voucher.
Step 6: After enter the item you will get the window for enter disount and you can enter the discount.

If you are unable to delete the voucher seires in BUSY, check the below aspects with required solution.
1.Predefined voucher series in BUSY can not be deleted from database.
2.If you have tagged any series in voucher series group, then you need to untag first in order to delete by follow these steps:
Step 1: Go to administration section then click on configuration 
Step 2: Choose the voucher series configuration then click on voucher series group tab
Step 3: Now, select the required voucher series group and untick the required voucher series which you want to delete.
Step 4: After untagging process, you will able to delete the voucher series.
Note- Please take the latest backup before doing any process.