Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
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”.
How does the willing shipping address work in BUSY?
To use the billing shipping feature in BUSY, follow these steps:
1.Enable the Billing shipping feature
Step 1: Go to the administration menu and select configuration from it.
Step 2: In the configuration menu select voucher series configuration.
Step 3 Then select the relevant voucher and its series then click on voucher configuration.
Step 4: Then in the voucher configuration window mention Y on the separate billing shipping details.
2.Use of billing shipping at voucher entry.
Step 1:Go to transaction then select the required voucher type like sales, purchase, sale return etc.
Step 2:Click on Add option and create the invoice with required details.
Step 3:While saving the invoice, the Billing Shipping window will appear where you need to specify the GST report basis to appear data in gst report then mention the shipping address in its relevant field and save the invoice.
How can i made settlement adjustment during sales voucher entry in BUSY?
To made settlement adjustment during sales voucher entry in BUSY, first you need to enable the settlement feature by follow the below steps:
Step 1: Go to administration then click on configuration menu
Step 2: Choose voucher series configuration and select sales.
Step 3: Now, select the series and 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: Tick required settlement mode and update the acocunts then save the configuration.
Step 6: After made the settlement configuration, Go to transaction section then click on sales voucher enrty.
Step 7: Click on add tab then create the invoice with all necessary details.
Step 8: A settlement window will appear where you can adjust the amount in approriate settlement mode then save the voucher.
How can I add more details of item in sales orders and invoices?
If you want to add more details for each item in your vouchers, you can use the item-wise description feature. To enable this feature, follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type that you want to apply the discount for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
Step 3: You will see the Item-wise Description feature. Set it to Y to enable it. By default, you can enter up to 4 lines of description for each item. You can increase this limit up to 20 lines if needed.
Step 4: Now, when you create an invoice, you can enter the addtional information for each item after entering the item details.
How can I prevent the software from showing incorrect bill numbers?
To prevent the software from showing incorrect bill numbers then set the voucher numbering automatic for the voucher. It will automatically pick the correct number.
Pleaes follow the below steps.
Step 1: Click on administration and then configuration
Step 2: Then voucher series configuration and then select required voucher type then series after that click on voucher numbering tab.
Step 3: Select voucher Numbering type as automatic and mention the renumbering frequnecy as per your need either daily, monthly or yearly.after that select the embed year in voucher number as Prefix, If want to add something before voucher number and As Suffix,If want to add something After voucher number.the voucher number should not be more than 16 characters and can use hypon and forward slash sign Only.
Step 4: During Voucher Entry, It will reflect accordingly.
How do I fix sequential invoice numbering in BUSY
If you want to customize or correct voucher numbering sequence in BUSY, you can follow these steps:
Make sure to take latest backup before make any changes.
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type of that you want to enable voucher numbering for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Numbering.
Step 3: Choose the Numbering Type as either Automatic or Manual.
Step 4: After selecting Automatic set the prefix, suffix, and Starting No. as per your needs and click on OK to save the settings.
Step 5: If your numbering sequence is incorrect, you need to set the numbering as manual and correct the voucher numbers and set the numbering as automatic again.
Add some product details to an invoice in BUSY. how can i add details.
To add The product details in voucher you can follow the steps.
Step 1. Go to administration menu click.
Step 2. Go to configuration click.
Step 3. Voucher series configurtion click.
Step 4. Select relevant voucher click.
Step 5. Select series.
Step 6. Click on voucher configuration.
Step 7. Now in left side you will get the option of item wise description.
Step 8. Press y to yes the option.
Step 9. Then click on configure.
Step 10. Then an window will appear configuration.
Step 11. Save the configuration.
Step 12. Now while generating voucher you will get the option of description after item enter.
Step 13. You can add the product details in that description window.
Voucher number option is hide in my sales return voucher what should i do?
If voucher number option is hide in your voucher please follow these steps:
Step 1: Take a backup of your latest data then Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on voucher series configuration
Step 4: Then select the voucher such as sales and purchase etc
Step 5: Afterwards select the series name then click on voucher numbering
Step 6: Then select the numbering type as automatic or manual as required
Step 7: If you are selecting numbering type as automatic and transactions exist in that series make sure to select renumber all vouchers option as no
Step 8: Then go to transactions menu and click on voucher such as sales and purchase etc and click on add button and check that changes are successfully made or not accordingly
The voucher number is showing error due to extra spaces. How can I correct the voucher number to remove spaces?
To remove Spaces in voucher numbering you can edit voucher number in voucher if it is manual mode otherwise if you are using Auto numbering mode then you need to follow some steps-
Step 1: Go to administration and then click on configuration.
Step 2: After click on configuration click on the voucher series configuration and select voucher type and series under voucher type
Step 3: After click on series click on voucher numbering option and remove space from voucher numbering in suffix or prefix or staring no.Make sure there are no spaces or special characters in the voucher number. and save the configuration then You will get prompt for renumbering voucher no. you need to click on No option.
Note- Kindly take backup before changing in voucher nunbering
The round off amount is being calculated incorrectly. What could be the reason for this? How can I fix it?
If the round-off amount is being calculated incorrectly, follow these steps.
Step 1. If you have enabled the auto round-off option, go to Administration, select Configuration, and click on Voucher Series Configuration.
Step 2. Choose the Voucher Type, click on the Series, and then select Voucher Configuration.
Step 3. Click on 'Configure Auto Round Off Final Amount' and check the bill sundry settings in 'Bill Sundry (Upper),' 'Bill Sundry (Lower),' and 'Round Off Nearest To,' i.e., if you select '1,' it will round off under Step 1.
Step 4. If you are facing round-off issues in TDS/TCS, go to Administration, select Configuration, and click on Features & Options.
Step 5. Then click on TDS/TCS, select the 'Amount Round Off' options, and check your selection.
