Frequently Asked
Questions

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: How can I add an optional field for the PO number in the voucher configuration?

To enter PO number as optional field in voucher 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 configuration. Step 3 : Enable vocuher optional field and you can enter both alphabetic and numeric PO numbers 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 and mention PO number in voucher.

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: 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.

Q: Why is the account settlement detail configuration not reflecting in my sales invoices?

If the account settlement detail configuration not reflecting in sales invoices Follow these Steps: 1.Go to the Administration Select Configuration Then click on Features & options. 2.Then Click on Voucher Configuration Then Select The Voucher Type & Click on the Series . 3.Then enable Settlement Deatils & Add your Accounts. 4.Then in Caption Write The Names i.e Cash, UPI, Paytm, Googlepay Etc. 5.Then If you Want Effect in Account Ledger Press Y on Post Settlement Data Along With Party Data. 6.When you enter transaction in the series you enabled settlement option. 7.When you save the voucher Settlement Window appear So you Can Enter Amount on that window.

Q: How do I make a bill to ship to invoice in BUSY?

If you want to make a bill to ship to invoice in BUSY please follow these steps: Step 1: Go to administration menu then click on configuration submenu Step 2: After that click on voucher series configuration Step 3: Then select the voucher such as sale,sales return etc then select the series and then click on voucher configuration Step 4: Afterwards select separate billing and shipping details option as Y to enable it Step 5: Save the configurations Step 6: Go to transactions menu then make a invoice and while making a invoice a popup window will appear to specify shipping address you can enter it manually and create a invoice accordingly

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

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

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

How can I add an optional field for the PO number in the voucher configuration?

To enter PO number as optional field in voucher 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 configuration.
Step 3 : Enable vocuher optional field and you can enter both alphabetic and numeric PO numbers 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 and mention PO number in voucher.

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.

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.

Why is the account settlement detail configuration not reflecting in my sales invoices?

If the account settlement detail configuration not reflecting in sales invoices Follow these Steps:
 1.Go to the Administration Select Configuration Then click on Features & options.
 2.Then Click on Voucher Configuration Then Select The Voucher Type & Click on the Series .
 3.Then enable Settlement Deatils & Add your Accounts.
 4.Then in Caption Write The Names i.e Cash, UPI, Paytm, Googlepay Etc.
 5.Then If you Want Effect in Account Ledger Press Y on Post Settlement Data Along With Party Data.
 6.When you enter transaction in the series you enabled settlement option.
 7.When you save the voucher Settlement Window appear So you Can Enter Amount on that window.

How do I make a bill to ship to invoice in BUSY?

If you want to make a bill to ship to invoice in BUSY please follow these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: After that click on voucher series configuration
Step 3: Then select the voucher such as sale,sales return etc then select the series and then click on voucher configuration
Step 4: Afterwards select separate billing and shipping details option as Y to enable it
Step 5: Save the configurations 
Step 6: Go to transactions menu then make a invoice and while making a invoice a popup window will appear to specify shipping address you can enter it manually and create a invoice accordingly

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

Frequently AskedQuestions