Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
How can we add separate billing and shipping details in invoice
To add separate billing shipping deatils in invoice follow these steps
Step 1 Go to administration then go to configuration
Step 2 Select voucher series configuration and then select voucher type sale
Step 3 After selecting voucher type sale select voucher series under sale
Step 4 After selecting voucher series select voucher configuration as highlighted in left side of given options
Step 5 Select voucher configuration and enable separate billing/shipping applicable for all parties or only cash/bank
Step 6 Then save the configuration
Step 7 Go to transcations and then select sale voucher and add voucher
Step 8 In voucher after selecting party a seprate billing/shipping window will be shown
Step 9 Enter required deatils for shipping party manually or pick party name from existing parties by f4
Step 10 After entering shipping details in window now proceed
What is the Settlement Window, and how can I use it to adjust payments?
The Settlement Window is a feature in BUSY that allows you to adjust payments received from customers at the time of creating a sale bill. To configure it follow the below steps:
Step 1: Go to administration menu then click on configuration sub menu.
Step 2: Select voucher series configuration and choose the voucher type such as sales, purchase, etc.
Step 3: Choose the voucher series and click on voucher configuration.
Step 4: Here, set Y on enable settlement details option then click on configure button.
Step 5: Tick on cash and other modes then specify the cash and bank account and in bottom set Y on post settlement data along with party data then save.
Step 6: After that when you create bill a window will appear of settlement in them you can adjust the bill value in cash and in other modes.
The invoice number is not updating automatically when I create a new invoice. How can I fix this?
First you will need to configure voucher numbering automatic in BUSY,so you can follow given steps:
Step 1:Go to the Administration menu,
Step 2:Click on Configuration,
Step 3:Click voucher series configuration,
Step 4:Click on sales and select series,
Step 5:Click voucher numbering,Here you can set your voucher numbering automatically.
Step 6:Set numbering type automatic,
Step 7:Renumbering Frequency Set Yearly,select suffix or prefix,
Step 8:Mention seperator slash or highfin and year format,as you want.
Step 9:Suffix or prefix should be alphabaticaly,
Step 10:Select starting number and you can also set padding character in numbering if you wants,
step 11:Click ok,then window will appear,If you want to set voucher numbering from the beginning, please select the Re
numbering option as Yes,Other wise you can select as No.
Now, when you enter any voucher, the numbering will be generated automatically.
Is it possible to store payment mode details in the billing section/ during sale voucher in BUSY software? If yes, how?
Yes, it is possible to store payment mode details in the billing section of BUSY software. To do so, you need to follow below steps:
Step 1: Go to Administration menu
Step 2: Click on Configuration and then click on voucher series configuration,
Step 3: Then press enter on sale and select series ( main)
Step 4: Then, click on voucher configuration tab which is available on right hand side of the screen
Step 5: Enable settlement details option and click on configure tab to configure it
Step 6: Tick the payment mode like Cash, Card 1,2 etc. and specify the account name and caption of payment mode and enable other options as per your requirement and save.
During saving the sale voucher, a settlement window will appear, then you can select the receipt mode Cash/UPI/Bank and save the voucher.
How can we configure separate sales voucher series for the mobile application and tag users in Cloud sync for invoice creation?
1.To configure separate voucher series for Mobile application follow these steps:
Step 1: Go to administration then click on configuration tab
Step 2: Select the voucher series configuration open and then click on sales voucher type
Step 3: Then click on Add new tab and give a suitable name for series and then configure for automatic voucher numbering
2.To tag voucher series in cloud sync user follow these steps:
Step 1: Go to Administration then click on User tab
Step 2: Select the cloud sync user and then click on add option
Step 3: Mention then username and password for user , tick on required reports in application and tick for sales invoice and tag series for same .
Step 4: After save the user , Go to administration then Data export import and click on Cloud sync option
Step 5: Proceed to Bulk upload option.
The voucher numbering is not happening automatically in sequential order. How can I fix this?
If the voucher numbering is not happening automatically in sequential order, you need to follow the below steps:
Step 1: Go to administration and then click on configuration.
Step 2: After clicking on configuration, click on the voucher series configuration and select voucher type and series under voucher type.
Step 3: After clicking on series, click on the voucher numbering option, then select the renumbering frequency, embed the year in the VCH number, prefix or suffix, etc., and put the relevant information.
Step 4: After that, save voucher numbering.
Step 5: And then you will get the prompt for renumbering. If you are required to renumber, then click on the Yes option; if you are not required to renumber, then click on the NO option.
Step 6: Note: Kindly take a backup before changing the voucher number.
Can I use the same voucher number for both cash and bank transactions?
To use the same voucher number for both cash and bank transactions, you need to follow these steps :
Step 1 : Go to administration then configuration
Step 2 : Click on voucher series configuration then select voucher type and voucher series
Step 3 : Then go to voucher configuration and enable settlement details and configure cash and bank.
Step 4 : Now go to transaction add same single voucher number under same voucher in settlement details define both cash and bank amount.
OR
Step 1 : Go to administration then configuration
Step 2 : Click on voucher series configuration then select voucher type and voucher series
Step 3 : Then go to voucher numbering set voucher number as manual
Step 4 : Now go to transaction and click on voucher type add and define same voucher number for both cash and bank transactions.
How to enter shipping details in sale voucher
To enter shipping address in sale invoice,
you need to enable Billing Shipping feature by using these steps:
Step 1: Go to Administration menu and click on Configuration.
Step 2: Select Voucher Series Configuration and choose voucher type such as Sales, Sales Return, etc.
Step 3: Select your series and click on Voucher Configuration.
Step 4: Here, you can enable option called Seperate Billing / Shipping Details and save.
Step 5: Modify or add you sale voucher after selecting the party you will get billing shipping window on billingshipping window you can enter shipping details with gst report basis as per master if you to show party details of party master details in gstr1 then select as per party want or if you want to show shipping details as billed party details on gst then select billing shipping details.
How to enable item-wise discount feature in BUSY?
If you want to enable item-wise discount feature in BUSY please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on features and option
Step 4: Then click on inventory tab
Step 5: Then make sure item-wise discount type should be selected as simple or compound and save the changes
Step 6: Then go to administration menu again
Step 7: Then click on configuration button
Step 8: Then click on voucher series configuration
Step 9: Then select the voucher such as sale,purchase etc
Step 10: Then select the series and then click on voucher configuration
Step 11: Then specify the discount structure and save the changes
Step 12: Then go to transactions menu then open the voucher such as sale,purchase etc
Step 13: Then you can create the voucher and specify the discount as required from there
Is there any way to set a default print format and No. of copies while printing invoice ?
To set a default print format and No. of copies while printing 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: Select Y on “Print Sales Invoice After Saving” after that a configure tab appears.
Step 4: In the Printing Details window you can select the required format in ‘Printing Invoice Format 1”.
Step 5: Select Y on ”Specify Default No. of Copies” and can mention No. of Copies as required
Step 6: If you want no one can change No. of Copies while printing then select Y on “Can Change No. of Copies”.
Step 7: If you don't want to see printing formats other than the default format while printing then select Y on “Freeze Invoice Format”.
