Frequently Asked Questions

To change settlement account in BUSY, you need to follow these steps :
Step 1 : Go to Administration then Configurations
Step 2 : Click on voucher series configuration and select voucher type and voucher series
Step 3 : Go to voucher configuration and go to configure button for settlement and change the account and click on save buttton. 
Step 4 : During voucher entry, the Settlement window will pop up after saving the voucher. Settlement Details option can be used for Standard and POS.

For updating an invoice on Google Drive, follow the below steps:
Step 1: Open a BUSY company.
Step 2: Select Administration. Under Administration, select Configuration. Step 3: Under Configuration, select the voucher series configuration.
Step 4: Under voucher series configuration, select the voucher series to configure.
Step 5: Select the voucher configuration. mention the sales invoice on Google Drive Y, click the configure button, mention the number of formats, and specify the format to upload.
Step 6: ; the save option to save the voucher series configuration.

To configure settlement feature in BUSY, follow these steps:
 Step 1: Go to administration then click on configuration menu
 Step 2: Choose voucher series configuration and select the relevant voucher type like sales, purchase etc.
 Step 3: Nw, select the series anf click on voucher configuration that appeat in right sde of screen.
 Step 4: Speciy Y to enable settlement details and then click on configure tab
 Step 5: a window will appear for configuration , save the window after made configuration.

To change your series voucher numbering from manual to automatic or vice versa without affecting your data in BUSY, follow these steps: 
Step 1 : Go to Administration and Select Configurations 
Step 2 : Choose Voucher Series Configurations 
Step 3 : Select the voucher type and series you want to edit 
Step 4 :  Click on Voucher Numbering 
Step 5 : Select the desired numbering type (Manual or Automatic) 
Step 6 : Save the changes with re numbering option as No.

If you want to Enable E-Invoice for Particular Series, follow these steps: 
 Step 1: After E-Invoice configuration, enable E-Invoice for The series.To do this 
 Step 2: Go to Administration, select Configuration, and click on Voucher Series Configuration. 
 Step 3: Select the Voucher Type, then choose the series and enable E-Invoice. Press 'Y' for Input Transaction Details and generate the E-Invoice after saving. 
 Step 4: Then enter the voucher in the series You Enabled E-Invoice and Generate E-Invoice.

To check and make the settlement window automatic in BUSY, you need to follow these steps :
Step 1 : Go to Administration then Configurations
Step 2 : Click on voucher series configuration and select voucher type and voucher series
Step 3 : Go to voucher configuration and enable Settlement Details, and specify the settlement mode and account. 
Step 4 : During voucher entry, the Settlement window will pop up after saving the voucher. Settlement Details option can be used for Standard and POS.

To fix this issue, you need to enable the Input Transport Details for enable follow these steps:
step 1: Go in administration then go in configuration 
step 2: Go in voucher series configuration select voucher type sale
step 3: Select series in which you pass voucher and click on voucher configuration
step 4: Enable input transport detail yes and save configuration  
Then, when you save the sales bill, you will be prompted to enter the transport and station details before it gets saved.

To enable the feature to show post-settlement data along with party data in the settlement feature, 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 now go to voucher configuration
Step 3 : Enable settlment details click on configure button and enable as Y on option or feature post settlement data along with party data then click on ok button and then save button.

To use different invoice formats for retail and wholesale billing in BUSY, you can follow the below-given steps:
Step 1: Design two separate invoice formats for the retail and wholesale series.
Step 2: Tag the invoice design for the respective voucher series.
Step 3: For that, go to Administration.
Step 4: Configuration
Step 5: Voucher Series Configuration
Step 6: Sales, then select series
Step 7: Voucher configuration
Step 8: Go to print the sales invoice after saving "Configuration."
Step 9: Assign the invoice format to the respective series.
Step 10: Save

apply discount on only specific invoices rather than at customer level in BUSY ,apply at Item Level and Voucher Level. For Voucher Level , Apply Discount Bill Sundry.
 Follow Below Steps for Item Level : 
 Click On
 Step 1: Administration
 Step 2: Configuration
 Step 3: Voucher Series Configuration
 Step 4: Select Voucher Type & Series
 Step 5: Enable the Item wise Discount option
 Step 6: Select Discount Type
 Step 7: During Voucher Entry, Discount window will popup in each item.