Frequently Asked
Questions

Q: Can you explain the steps to completely remove transporter details from the invoice creation process but still capture it for reporting?

If you require to remove the Transportation details from the voucher but still require for reporting purpose then you can follow : 1. Specify the transportation details in the party master 2. Disable transportation details from from Voucher series configuration 3. Disable the transportation details from GST and VAT Configuration 4. Now open the report in which you require transportation details and use custom column 5. Create format and select the field from the party master 6. save the format and reopen the report with the new format name 7. Here it will only pick the details as you have mentioned in the party mastes such as tranporter station and PIN code

Q: The settlement details are not showing in my sales invoice printout. What should I do to fix this?

If Settlement details are not showing in your sales invoice printout, follow these steps. Step 1. In the Standard Format, Settlement details show automatically. Step 2. If you have an advanced format, click on 'Advanced Printing' and modify the format. Step 3. Then click on the Footer and add the 'Settlement Amount' field. Step 4. Adjust the alignment accordingly and click on 'Preview' to check if it's set correctly. Step 5. You can contact your dealer for assistance because this customization is chargeable You Can also contact To Our 24*7 Centralized customer support on 8282828282 or 1140964096 & For further assistance You Can Also Mail us on Support@busy.in

Q: Some of my voucher numbers got deleted and now there are gaps in the numbering. How can I fix or adjust the voucher numbering?

To fix the gap in numbering if deleted some vouchers either you have correct manually all vouchers or can run 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.

Q: The invoice date is not updating properly in the system after I make changes. What should I do to correct the invoice date?

If Invoice date not updating correctly in the system, please follow these steps: Step 1:Go to Configurations:Navigate to the configurations under the administration menu. Step 2:Voucher Series Configuration:Click on voucher series configuration. Step 3:Select the relevant voucher type and series. Step 4:Voucher Configuration:Click on voucher configuration. Step 5:Set the default date in the voucher as the system date. Step 6:Save the configuration. Step 7:Check Windows Date:Ensure your Windows date is automatically set according to your region. Step 8:Re-enter Voucher:If you are already in the voucher, go back and enter it again. The date should now update correctly.

Q: I want to enable CGST and SGST fields in sales invoice creation. What should I do?

In BUSY's standard sale voucher entry not show the CGST and SGST in the seperate column. However, you can enable POS to view them in column. To configure POS in BUSY, follow these steps: Step 1: Go to Administration and click on Configuration. Step 2: Select Voucher Series Configuration then select Sales. Step 3: Select the series and then click on Voucher Configuration. Step 4: Set Y on Enable Advanced POS Data Entry and click on Configure button. Step 5: Configure it as per the requirements. Now, when you add sale voucher with sale type Item-wise and Tax Inclusive the CGST and SGST will show in column.

Q: Need to enter PO number and PO date on the invoice?

To enter PO number and PO date as optional field in BUSY, you need to follow these steps : Step 1 : Go to administration then configuration click on voucher series configuration. Step 2 : Select voucher type and voucher series go to voucher series configuration. Step 3 : Enable vocuher optional field and you can enter both alphabetic and numeric PO numbers and PO date in BUSY by enabling the vocuher optional field and then mentioning the PO number in the field. It can be either numeric or text and text will work as alphanumeric then click on save button. Step 4 : Now go to transaction and add voucher

Q: Can we save pdf file of vouchers in google drive?

If a customer wants to save a voucher in Google drive Then we have an option in BUSY. Yes, we can save pdf file vouchers in Google Drive. Step 1: Administration>configuration>Features & Options>General Tab> Enable Google Drive linked Feature in BUSY. Step 2: Mention Email ID & click on authorise option for allowing BUSY in Google Drive. Step 3: Select Voucher Type & Series then Enable Save sales invoice on google drive. Step 4: During voucher save will get a popup by name Do you want to save in Google Drive then click on Yes. Step 5: Open the Gmail Id & click on Google Drive option,where you can check the saved vouchers.

Q: How to round off the invoice decimal value in BUSY?

To round off the invoice value then you can enable the auto round off option which is used to round off the invoice amount from the voucher series configuration. Pls Follow the below steps : Step 1: Click on Administration and then configuration Step 2: Then voucher series configuration and select the required voucher type and series Step 3: Then voucher configuration and enable the Auto round off final amount option Step 4: Click on configure tab and select the automatic mode.mention the round off plus in upper bill sundry and round off minus in lower bill sundry Step 5: When you save the voucher then invoice value will get auto round off.

Q: Can I have different billing and shipping addresses for a single order in BUSY?

If you want to generate order with billing and shipping addresses then please follow the given steps Step 1: Go to administration then configuration then voucher series confguration then sale then main series then voucher configuration. Step 2: Here you need to enable option of separate billing shipping details then save. Step 3: Then Go to transaction then sale then add then while saving you will get a popup while saving i.e bill to ship to details here you need to enter the shipping address then proceed to save. Step 4: Now, both address billing address as well as shipping address will be printed on the voucher.

Q: Can I have multiple billing/shipping addresses for a party? How to configure them?

If you want to generate order with billing and shipping addresses then please follow the given steps Step 1: Go to administration then configuration then voucher series confguration then sale then main series then voucher configuration. Step 2: Here you need to enable option of separate billing shipping details then save. Step 3: Then Go to transaction then sale then add then while saving you will get a popup while saving i.e bill to ship to details here you need to enter the shipping address then proceed to save. Step 4: Now, both address billing address as well as shipping address will be printed on the voucher.

Find Solutions to Common Issues Related to configurations - voucher series configuration

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

Can you explain the steps to completely remove transporter details from the invoice creation process but still capture it for reporting?

If you require to remove the Transportation details from the voucher but still require for reporting purpose then you can follow :
1. Specify the transportation details in the party master 
2. Disable transportation details from from Voucher series configuration 
3. Disable the transportation details from GST and VAT Configuration
4. Now open the report in which you require transportation details and use custom column 
5. Create format and select the field from the party master
6. save the format and reopen the report with the new format name
7. Here it will only pick the details as you have mentioned in the party mastes such as tranporter station and PIN code

The settlement details are not showing in my sales invoice printout. What should I do to fix this?

If Settlement details are not showing in your sales invoice printout, follow these steps.
 Step 1. In the Standard Format, Settlement details show automatically.
 Step 2. If you have an advanced format, click on 'Advanced Printing' and modify the format.
 Step 3. Then click on the Footer and add the 'Settlement Amount' field.
 Step 4. Adjust the alignment accordingly and click on 'Preview' to check if it's set correctly.
 Step 5. You can contact your dealer for assistance because this customization is chargeable You Can also contact To Our 24*7 Centralized customer support on 8282828282 or 1140964096 & For further assistance You Can Also Mail us on Support@busy.in

Some of my voucher numbers got deleted and now there are gaps in the numbering. How can I fix or adjust the voucher numbering?

To fix the gap in numbering if deleted some vouchers either you have correct manually all vouchers or can run 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.

The invoice date is not updating properly in the system after I make changes. What should I do to correct the invoice date?

If Invoice date not updating correctly in the system, please follow these steps: 
 Step 1:Go to Configurations:Navigate to the configurations under the administration menu. 
 Step 2:Voucher Series Configuration:Click on voucher series configuration. 
 Step 3:Select the relevant voucher type and series. 
 Step 4:Voucher Configuration:Click on voucher configuration. 
 Step 5:Set the default date in the voucher as the system date. 
 Step 6:Save the configuration. 
 Step 7:Check Windows Date:Ensure your Windows date is automatically set according to your region. 
 Step 8:Re-enter Voucher:If you are already in the voucher, go back and enter it again. 
 The date should now update correctly.

I want to enable CGST and SGST fields in sales invoice creation. What should I do?

In BUSY's standard sale voucher entry not show the CGST and SGST in the seperate column. However, you can enable POS to view them in column. To configure POS in BUSY, follow these steps:
 Step 1: Go to Administration and click on Configuration.
 Step 2: Select Voucher Series Configuration then select Sales.
 Step 3: Select the series and then click on Voucher Configuration.
 Step 4: Set Y on Enable Advanced POS Data Entry and click on Configure button.
 Step 5: Configure it as per the requirements.
 Now, when you add sale voucher with sale type Item-wise and Tax Inclusive the CGST and SGST will show in column.

Need to enter PO number and PO date on the invoice?

To enter PO number and PO date as optional field in BUSY, you need to follow these steps :
Step 1 : Go to administration then configuration click on voucher series configuration.
Step 2 : Select voucher type and voucher series go to voucher series configuration.
Step 3 : Enable vocuher optional field and you can enter both alphabetic and numeric PO numbers and PO date in BUSY by enabling the vocuher optional field and then mentioning the PO number in the field. It can be either numeric or text and text will work as alphanumeric then click on save button.
Step 4 : Now go to transaction and add voucher

Can we save pdf file of vouchers in google drive?

If a customer wants to save a voucher in Google drive Then we have an option in BUSY.
Yes, we can save pdf file vouchers in Google Drive.
Step 1: Administration>configuration>Features & Options>General Tab> Enable Google Drive linked Feature in BUSY.
Step 2: Mention Email ID & click on authorise option for allowing BUSY in Google Drive.
Step 3: Select Voucher Type & Series then Enable Save sales invoice on google drive.
Step 4: During voucher save will get a popup by name Do you want to save in Google Drive then click on Yes.
Step 5: Open the Gmail Id & click on Google Drive option,where you can check the saved vouchers.

How to round off the invoice decimal value in BUSY?

To round off the invoice value then you can enable the auto round off option which is used to round off the invoice amount from the voucher series configuration.
Pls Follow the below steps :
Step 1: Click on Administration and then configuration
Step 2: Then voucher series configuration and select the required voucher type and series
Step 3: Then voucher configuration and enable the Auto round off final amount option
Step 4: Click on configure tab and select the automatic mode.mention the round off plus in upper bill sundry and round off minus in lower bill sundry
Step 5: When you save the voucher then invoice value will get auto round off.

Can I have different billing and shipping addresses for a single order in BUSY?

If you want to generate order with billing and shipping addresses 
then please follow the given steps
Step 1: Go to administration then configuration then voucher series 
 confguration then sale then main series then voucher configuration.
Step 2: Here you need to enable option of separate billing shipping details then 
 save.
Step 3: Then Go to transaction then sale then add then while saving you will
 get a popup while saving i.e bill to ship to details here you need to 
 enter the shipping address then proceed to save.
Step 4: Now, both address billing address as well as shipping address will be 
 printed on the voucher.

Can I have multiple billing/shipping addresses for a party? How to configure them?

If you want to generate order with billing and shipping addresses 
then please follow the given steps
Step 1: Go to administration then configuration then voucher series 
 confguration then sale then main series then voucher configuration.
Step 2: Here you need to enable option of separate billing shipping details then 
 save.
Step 3: Then Go to transaction then sale then add then while saving you will
 get a popup while saving i.e bill to ship to details here you need to 
 enter the shipping address then proceed to save.
Step 4: Now, both address billing address as well as shipping address will be 
 printed on the voucher.

Frequently AskedQuestions