Frequently Asked Questions

Yes, it is possible to create two columns in the billing section for different types of discounts in BUSY by following below steps: 
Step 1: Go to administration menu then select configuration option.
Step 2: Then select feature and option and then click on inventory tab.
Step 3: Then make sure to enable compound discount from discount type option and click on save button.
Step 4: After that Go to administration option and then click on masters.
Step 5: Then click on Misc. masters option and then select discount structure.
Step 6: Then click on add option to add discount structure and click on save button.
Step 7: Go to administration menu and then select configuration option.
Step 6: Then select voucher series configuration option then select sale voucher and its series.
Step 7: After selecting the series click on voucher configuration option then mention Y on item wise discount and tag the discount structure.
Step 8: Then click on save button.

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.

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

The payment settlement feature in BUSY allows users to adjust and 
allocate payments received from customers to the appropriate ledger accounts
It helps in tracking and reconciling outstanding amounts 
To configure settlement features in BUSY follow below steps:
Step 1: Go to administration menu then click on configuration 
Step 2: Then click on voucher series configuration option
Step 3: Then select voucher like-sale,purchase and press enter then select the series
Step 4: Then click on voucher configuration option and click on enable settlement details option 
Step 5: After enable it click on configure button at his right then specify and tag cash or bank account or any other payment mode for settlement 
Step 6: Then save the window and add voucher for which you enable settlement feature and while doing entry a window will appear then you can specify the payment mode for settlement and that is how you can use this feature in BUSY

If invoice numbering is configured in manual mode, you need to enter voucher numbering manually at every invoice, which can lead to errors. To overcome this issue, you can configure your voucher numbering in automatic mode. This will enable the system to pick voucher numbers automatically and maintain your invoice numbering in sequence.
 To configure Voucher numbering on automatic mode follow the below steps:
 Step 1: Take the latest backup of your data.
 Step 2: Now, Go to administration then click on configuration and select Voucher series configuration
 Step 3: Click on Sales tab then select the required series for same and then click on Voucher numbering that appear at right side of the screen.
 Step 4: Now configure for Voucher numbering on automatic and save the configuration.
 Note - When configuring voucher numbering as automatic, a window will appear for renumbering vouchers. You need to select No for the same.

To fix the issues with settlement details entry like UPI, card, cash, etc. for a sales entry, you can follow these steps:
Step 1: Administration 
Step 2: Configuration 
Step 3: Voucher Series Configuration 
Step 4: Sales, then select Voucher Series. 
Step 5: "Enable the Settlement Details"
Step 6: Allow the required settlement modes and tag the respective account heads, 
e.g., Cash A/C for a cash settlement and 
 SBI Bank A/c for a card settlement mode.
 SBI Bank A/c for UPI
Step 7: Change the settlement mode caption name if required.
Step 8: Enable "Enforce full adjustment of amount" if required.
Step 9: Define the default settlement mode.
Step 10: Enable "Post settlement data along with party data" to post the amount to the party ledger.
Step 11: OK 
Please note that the settlement entry configuration is available for both standard and POS.
For more doubts or clarification, you can call the BUSY help desk at 8282828282.

If the voucher you created earlier is not accessible, you need to check the Missing Voucher Number list of Voucher Numbering under Check List report. Through this report you will get all the missing voucher's number, If that voucher number is visible in the same list then you will have to re-enter that voucher again.
If you are using auto voucher numbering then you have to set voucher numbering manual so that you can add missing voucher number. To change voucher numbering type please folloe the below steps:
1: Back up your data
2: Go to Administration Menu
3: Click on Configuration and then Voucher Series Configuration
4: Click on Voucher Type (Sales, Purchase, Payment etc.) and then select the Series (for example Main Series)
5: Click on Voucher Numbering tab and select Numbering Type Manual and save it
6 Re-add missing voucher and then you have set automatically voucher numbering without 
renumber all vouchers.

To specify settlement detail for sale invoice in BUSY, follow below steps:
Step 1: Go to Administration menu and click on configuration submenu 
Step 2: Then click on voucher series configuration and select sale invoice 
Step 3: After that select series and voucher configuration option 
Step 3: Now enable settlement detail option as Y shown in the right side of the screen and click on configure box 
Step 4: here you can specify account and payment mode name in the caption field and press ok then save the configuration
Step 5: Now go to transaction menu and submenu sales then select add option
Step 6: After that provide the necessary details, including series, date, and party. Then at the time of saving the invoice a amount settlement details window will appear allowing you to specify amount in required field and then select save option to save invoice.
Configurations || Voucher Series Configuration

To configure the settlement details entry like UPI, card, cash, etc. for a sales entry, you can follow these steps:
Step 1: Administration 
Step 2: Configuration 
Step 3: Voucher Series Configuration 
Step 4: Sales, then select Voucher Series. 
Step 5: "Enable the Settlement Details"
Step 6: Allow the required settlement modes and tag the respective account heads, 
e.g., Cash A/C for a cash settlement and 
 SBI Bank A/c for a card settlement mode.
 SBI Bank A/c for UPI
Step 7: Change the settlement mode caption name if required.
Step 8: Enable "Enforce full adjustment of amount" if required.
Step 9: Define the default settlement mode.
Step 10: Enable "Post settlement data along with party data" to post the amount to the party ledger.
Step 11: OK 
Please note that the settlement entry configuration is available for both standard and POS.
For more doubts or clarification, you can call the BUSY help desk at 8282828282.

To enable item wise description in sales return credit note voucher,follow these steps
Step 1 Open your company 
Step 2 Go to administartion and then go to configuration
Step 3 Select voucher series configuration and then select type of voucher sales return voucher
Step 4 After selecting voucher type,select voucher series and then on the right side select voucher configuration option
Step 5 Now voucher series conguration for sales return voucher will be opened
Step 6 Now from options,enable item wise description and select number of lines for item description
Step 7 Now save the configuration
Step 8 Now when you will add sales return voucher,then after selectin details in voucher like series,date party etc.when you will select items in voucher,then item wise description window will be opened,then you specify description and proceed to save voucher and the same will also is printed in sales return invoice in standard format under item details