Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
How can I customize the voucher series configuration for different voucher types like sales, purchase, receipts etc. in BUSY?
To customize the voucher series configuration for different
voucher types in BUSY You need to follow the steps
Step1 Go To administrationmenu and click on configuration
Step2 Click on Voucher series configuration and select the
particular voucher type then you can select modify series to
change name You can select delete series if dont want that
Step3 Click on voucher numbering option To change Voucher
numbering mode like manual or auto and configure it as per your requirement
Step4 Click on voucher configuration to enable and disable various Options
like Voucher optional fields To add custom Field in voucher
item add Field to add any addition option for item
Item wise description to add and print addition information along with item
Item wise discount to charge discount item wise
MRP to show it on voucher during the Item selection
Enable Skip Item quantity price if not required
Enable auto round off to apply round off automatically in voucher
How can I select the invoice series type like BB while generating invoices in BUSY?
If you want to select voucher series while generating invoice you can follow these steps:
Step 1: First of all you need to create a series for it
Step 2: To create series go to administration menu
Step 3: Then click on configurations
Step 4: Then click on voucher series configuration
Step 5: Then select the invoice such as sale,purchase
Step 6: Then click on add new to add voucher series
Step 7: Then specify name such as B2B or B2C as required
Step 8: Then save it and you can select voucher numbering for it as required
Step 9: Then go to transactions tab
Step 10: Then select invoice in which you create the series
Step 11: Then click on add and you will be able to see the series name
Step 12: Afterwards you will be able to create invoice in that series
How do I configure taxes, billing terms, payment modes etc in BUSY?
For Configure taxes: After enabling GST/VAT while creating your company, you can easily configure the GST-related settings such as Sale/Pur Type, Tax Category, etc. Then, you can create your items with GST details and generate GST invoices.
For Configure Payment Mode, Billing Terms, etc in voucher you can use voucher optional field. To use this can follow these steps:
Step 1: Go to the Administration tab and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type for which you want to configure optional field, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
Step 3: Next, specify the no. of fields you required on "No. Of Optional Fiels" and enter the all the details such as Field Name, Type, Decimal Places and Maintain Master Database and save the configuration
Step 4: Now, when you create voucher optional field window will appear you can enter your data in that.
How do i enter PO number in sale invoice in BUSY?
To enter PO number in sale invoice in BUSY follow below steps:
Step 1: Go to Administration menu and then submenu configuration after that select Voucher series configuration option
Step 2: Now select the voucher type as sales and select voucher series
Step 3: Then go to voucher configuration option and enter number of optional fields as 1 or more as required
Step 4: Click on configure button displayed at right hand side of the screen
Step 5: After that enter field name as PO number and type as text and select maintain master database option as per requirement and save the window and changes
Step 6: Then go to transactions menu and submenu sales
Step 7: After that choose the add option and provide the necessary details, including series, date, and party. Then press enter on narration field, the optional fields window will appear allowing you to input the PO number and then select save option to save invoice
How to set up and use a barcode scanner with BUSY?How is the Approx Distance setting related to generating bills?
To configure for Barcode scanning for sales in BUSY, you just need to configure POS billing by following the below steps:
Step 1: Go to Administration then click on Configuration menu
Step 2: Select voucher series configuration tab and then choose sales voucher type
Step 3: After click on sales voucher type, select its series then click on Voucher configuration option that displayed at right side of screen.
Step 4: Now,Specify Y to enable Advanced POS Data entry and click on configurae advanced POS option.
Step 5: To configure Barcode scanning, enable the option to pick item names from barcode. Also, enable the options to pick parameter details from barcode if you are generating barcode through parameter feature, or pick serial numbers from barcode if you are using the serial number feature, or pick batch numbers from barcode if you are using the barcode feature from Body configuration.
Step 6: After configuring the POS settings, save the window to apply the changes.
How to do the settlement of sales voucher in BUSY while creating the sales invoice?
If you want to do the settlement of the sales invoice while creating the invoice please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on voucher series configuration
Step 4: Then select the invoice such as sale,purchase etc
Step 5: Afterwards select the series such as main etc
Step 6: Then click on voucher configuration button
Step 7: Then select enable settlement details option as Y to enable it
Step 8: Then click on configure button
Step 9: Then tick the options such as cash,credit card 1,2 etc and you can tag bank accounts or cash accounts in it specifically
Step 10: Afterwards click on ok button then save the changes
Step 11: Then go to transactions menu then click on sales
Step 12: Then try to create a new invoice from add button afterwards it will give you a prompt for the settlement you can settle the bill in cash,bank as required in voucher
Can a standard invoice be converted to POS for fast billing?
Yes, a standard invoice can be converted to POS for fast billing in BUSY software by following these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Afterwards click on features and options and then click on POS tab then tick the check box of enable advanced POS data entry and save the changes
Step 3: Then go to administration menu again then click on configuration submenu and select voucher series configuration
Step 4: Select the voucher such as sale,purchase etc then select the series name and click on voucher configuration tab
Step 5: Afterwards select enable advanced POS data entry option as Y to enable it then click on configure advanced POS options and configure it as required
Step 6: Save the changes
Step 7: Go to transactions menu and add a voucher such as sale,purchase etc and while creating the voucher you will see the POS format and you can do the billing accordingly
How to maintain PO no.while entering a sales invoice ?
PO No. stands for “Purchase Order No.” and usually in tax invoice, customers ask to mention that number.
To maintain PO no.while entering a sales invoice follow the below steps:
Step 1: Go to Administration ⇒ Configuration ⇒ Voucher Series Configuration.
Step 2: Select your required voucher type & series and click on Voucher Configuration.
Step 3: Mention 1 in No. of optional fields and click on configure a new window will appear.
Step 4: In Field name type PO No. , In Type select Text, and can select Y/N in Maintain Master Database as required.
Step 5: If we select Maintain Master Database (N), then while entering the voucher, we have to mention PO No. in the optional field manually.
If we select Maintain Master Database(Y), then we have to create PO No. master by pressing F3 in the optional field window. And then it will come in the dropdown, we can easily select it in the next voucher.
Why don't voucher dates/numbers populate automatically in BUSY?
In BUSY you can set voucher date as system date or last voucher date.you can set date for voucher to be auto pick system date or last voucher date by following these steps
Step 1 Go to administation
Step 2 Go to configurations
Step 3 Select voucher series configuration option
Step 4 Select voucher and series to configure
Step 5 After selecting series,on the right side select voucher configuration
Step 6 Select default date in voucher as last voucher date or system date and save the changes
To set automatic voucher numbering in BUSY,follow these steps
Step 1 Go to administation
Step 2 Go to configurations
Step 3 Select voucher series configuration option
Step 4 Select voucher and series to configure
Step 5 After selecting series,on the right side select voucher numbering
Step 6 Set it as automatic and then select suffix and prefix and starting number
Step 7 Renumber option will be shown,select no and proceed
Step 7 Then save the changes
Note:Must take backup before any changes
What options are available for adding multiple payment modes like PayTM credit card etc on BUSY invoices
If you want to split your bill amount into different modes of payment, such as cash, credit card, etc., you can use the Settlement feature in BUSY. To set it up, 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 set up settlement for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
Step 3: You will see the "Enable Settlement Detailsfeature. Set it to Y to enable it. Then, check the boxes for the payment modes that you want to allow in the settlement window, such as cash, credit card 1, etc. Next, enter the account name and other required details and save the changes.
Step 4: Now, when you save your invoice, a settlement window will pop up where you can split your bill amount into different payment modes.
