Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
Where can we mention our “Transport Details” in the voucher ?
Transport details used, if goods are delivered by transporter or own vehicle. For generating E-way bill it is mandatory to enter transport details.
To mention our “Transport Details” in the voucher 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: Select Y on Input Transport Details.
Step 4: While saving a voucher a popup will come for mentioning transport details.
How to update settlement details in Bulk for unsettle vouchers?
If the customer forgets to update the details in the voucher & now wants to mention it.
To update settlement details in Bulk for unsettle vouchers follow the below steps:
Step 1: Administration>Configurations> Voucher Series Configuration.
Step 2: Select Voucher type & Series then enable the Settlement details option.
Step 3: Select the settlement mode & mention its account name. For eg. Bank Name, paytm, google pay etc. (Maximum Five settlement mode).
Step 4: Administration>Misc data entry >update settlement details voucher number wise.
How can I mention Ship-to details before generating the invoice?
You can mention ship to details through given steps:
Step 1: First enable Billing/Shipping option
. Go in administration.
. Select configuration.
. Then click on voucher series configuration.
. Select relevant voucher type and series then go in voucher configuration.
. Enabble the option.
Step 2: Add relevant voucher.
Step 3: After select party name a window will appear.
Step 4: Define the ship to address in that window and save the voucher and generate invoice.
How do I configure discounts in the BUSY sales module?
Here are the general steps to enable and use discounts in BUSY,We can apply discount At Item Level & At Voucher Level.
For Item Level :
Step 1: Administration
Step 2: Configuration
Step 3: Voucher Series Configuration
Step 4: Select Voucher Type & Series
Step 5: Voucher Configuration
Step 6: Enable the Item Wise Discount
Step 7: During Voucher Entry, Discount window will popup for each Item.
For Voucher Level : Apply the Discount bill sundry in voucher.
How can auto numbering be reset to manual numbering?
Yes, you can change automatic voucher numbering to manual in BUSY, by follow these steps:
Step 1: Take data backup from company menu backup data
Step 2 : Go to Administration and Select Configurations
Step 3 : Choose Voucher Series Configurations
Step 4 : Select the voucher type and series you want to edit
Step 5 : Click on Voucher Numbering
Step 6 : Select the desired numbering type from Automatic to manual
Step 7 : Save the changes.
Can i change the automatic voucher numbering to manual?
Yes, you can change automatic voucher numbering to manual in BUSY, by follow these steps:
Step 1: Take data backup from company menu backup data
Step 2 : Go to Administration and Select Configurations
Step 3 : Choose Voucher Series Configurations
Step 4 : Select the voucher type and series you want to edit
Step 5 : Click on Voucher Numbering
Step 6 : Select the desired numbering type from Automatic to manual
Step 7 : Save the changes.
How to enable auto-emailing of invoices to customers?
To enable auto emailing of invoices to customers :
Step 1: Go to Administration Menu
Step 2: Click on Configuration Option
Step 3: Then click on Voucher series configuration
Step 4: Then click on voucher and series then click on Voucher configuration
Step 5: Enable Send email after saving as Y then click on configure box
Step 6: Then disable prompt for sendng email and save the configuration
Step 7: When creating and saving voucher, email will automatically send to the customer
Why doesn't the option to generate an e-invoice appear after saving a voucher in BUSY?
If E-invoice Required option as No in the transport detail winodw then e-invoice generation option not appear on the screen
Moreover, if option disable from voucher series configuration then not generate e-invoice:
Step 1: Go to Administration menu
Step 2: click on Configuration
Step 3: Then click on Voucher series configuration
Step 4: Then enable Generate e-invoice after saving as Y and save the configurations
Step 5: Afterward, you can generate e-invoice automatic from BUSY
Is there any option to print a single invoice in different print formats automatically ?
If a customer wants to print the same invoice but with a different format.
Step 1: Administration>Configurations>Voucher Series Configuration.
Step 2: Select voucher type & Series then click on Voucher configurations option.
Step 3: Enable the option ‘Print sale invoice after saving voucher then click on configure option.
Step 4: Mention No. of formats then in format configuration select printing invoice format type. (Maximum 4 Format )
Step 5: When we save the voucher then it shows for printing invoice with those formats.
Is there any option to combine data of different voucher series in one group?
Yes, you can combine data of different voucher series in one group by using the voucher series group management option to enable it follow below steps:
Step 1: Take a latest backup of the data.
Step 2: Then go to administration menu and select configuration option.
Step 3: Then select voucher series configuration option then select voucher series group management.
Step 4: Then create group name and tag series accordingly.
Step 5: Now you can view report by applying filters to view reports.