Frequently Asked Questions

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.

Follow below steps to swtich the series from main to GST in BUSY , especially if e invoice generation is imapacted: 
 Step 1: Go in administration.
 Step 2: Click on configuration.
 Step 3: Select voucher series configuration.
 Step 4: Select relevant voucher type.
 Step 5: Then select desired series as GST if already created .
 Step 6: Click on voucher configuration.
 Step 7: Enable e invoice generation after saving.
 So it will impact on specified series only.

To change GST Report basis for sale voucher in BUSY, you need to follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration and select the voucher type such as sales. 
Step 3: Then, select the voucher series and click on Voucher Configuration.
Step 4: In seperate Billing / Shipping Details section you can set GST Report basis as required and save changes.
Note: Take backup of your data before making any changes.

want the discount amount to be visible to the customer in their statement, please check following steps 
 Step 1: Check your voucher configuration settings.
 Step 2: Ensure that you have the necessary user permissions to apply discounts.
 Step 3: The availability of discounts might vary depending on the invoicing method you are using 
 Step 4: During Voucher Entry, Discount window will popup for each Item.
 For Voucher Level : Apply the Discount bill sundry in voucher.

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.

Yes, you can change or modify the account name that you have selected for your voucher.
Steps to change the account name
Step 1: Administration
Step 2: Transaction
Step 3: Sales, then modify
Step 4: Open the voucher.
Step 5: Select the account name [Party] or modify the account name by pressing the shortcut key Alt+M.
To change the voucher caption, follow the below-given steps:
Step 1: Administration
Step 2: Configuration
Step 3: General
Step 4: Change the voucher caption.
Step 5: Configuration
Step 6: Change the caption name.
Step 7: Save

To add an additional party on the billing sheet for separate billing and shipping addresses, follow these steps:
Step 1: Go to Administration.
Step 2: Select Configuration.
Step 3: Click on Voucher Series Configuration.
Step 4: Choose the Sales voucher series you want to configure.
Step 5: Click the Configuration option within the chosen series.
Step 6: Look for the option to Enable Separate Billing and Shipping Details.
Step 7: Set it to Yes to specify the billing sheet for separate billing and shipping addresses.

If you are unable to mention the voucher number in payment voucher then you need to enable the voucher numbering by follow these steps:
Step 1: Go to administration section then click on configuration tab.
Step 2: Choose voucher series configuration and select payment voucher.
Step 3: Select series of payment voucher then click on voucher numbering tab.
Step 4: In voucher numbering type, select manual or automatic as per choice then save the configuration and select no for renumbering voucher option.

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

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.