Frequently Asked
Questions

Q: I want to change the default settings in BUSY to open PDFs in a different PDF reader than the current default. What steps should I take?

BUSY might not have direct settings to change the default PDF reader within the application itself. However, you can change the default PDF reader printing option from BUSY as follows : 1. Go to administration. 2. Go to configuration. 3. Go to Hardware configuration. 4. Select the Default printer driver in that DoPDF or Microsoft print to PDF, Etc. 5. After that while Printing the invoice its default printer selected to DoPDF.

Q: How can I select for saving print as PDF in the software?

To select for saving print as PDF in BUSY, you need to click on the Print button or press ALT+P on your keyboard to open the print window. Then select the printing format that you prefer and click on the Export button. Choose PDF as the Data Format and select the location where you want to save the PDF file. Finally, click on the OK button to export your invoice to PDF.

Q: How can I export an invoice from BUSY?

You can export your invoice in three types of format and these are PDF,HTML and XML and to export you can follow some steps: Step 1: Open your invoice and click on Print Option. Step 2: Now select your invoice format and then click on Export option. Step 3: Now select the Data format type and give the path where invoice will be export and press ok option.

Q: How can I export my preview in PDF?

To export from Preview in PDF you need to follow some steps: Step 1: Go to the Transaction and then select the voucher type that is required. Step 2: Now click on Modify option and click on Print option. Step 3: Now select the invoice or voucher to print and then select the format. Step 4: Now click on Preview option and click PDF option and select the location where you want to save in system.

Q: How do I generate PDF files of invoices/bills directly from BUSY? Do I need to purchase any additional APIs?

No,to generate invoice in PDF you do not need to purchase API. You need to follow some to generate invoice in PDF: Step 1: Click on Invoice that you want in PDF format and click on Print option. Step 2: Now select invoice format and click on Export Option. Step 3: Now select PDF in Data Format Type and give path where you want to export in system and click on OK option.

Q: What is the best way to share reports from BUSY with my auditor or accountant?

If you want to share reports from BUSY with your auditor or accountant, you have several options to do so. You can export the reports in the format of your choice, such as Excel, PDF, etc., and then attach them to an email or send them through any other apps. Alternatively, you can also use BUSY’s built in features to email or whatsapp the report directly from the software.

Q: How do I export reports to Excel or PDF?

To export reports to Excel or PDF in BUSY, you can follow these steps: 1. Open the desired report in BUSY. 2. Click on the "Export" button or go to the "File" menu and select "Export". 3. Choose the format you want to export the report to (Excel or PDF). 4. Select the destination folder where you want to save the exported file. 5. Click on the "Export" or "Save" button to complete the process.

Q: How do I print or save a bill as PDF?

To print or save a bill as PDF from BUSY, you can follow these steps: Step 1: Open the voucher which you want to print or save as PDF. Step 2: Click on Print button or press ALT+P. Step 3: Select your printing format and click on Print and wait for printing process from your printer. Step 4: After selecting format click on Export and select PDF and specify location then press OK.

Q: Can I export an invoice in jpg or any other format?

You can export an invoice in PDF, HTML, or XML format. Follow the below steps to export a particular invoice. Step 1: While saving the entry, the print detail window will appear. Step 2: Click on the sales invoice option on the print details window. Step 3: Click click export option and select data format. Step 4: Select the folder symbol to select the path where you need to export the format.

Q: Can I export master data in XML format from the software?

Yes, you can export master data in XML format from BUSY. To do so, follow these steps: Step 1: Go to Administration menu Step 2: Click on Data export/Import, Select data/export import(XML) Step 3: Click on export data, select master type to be exported and select balance type closing / opening which is exported with masters Step 4: Specify a folder path where file has to be exported.

Find Solutions to Common Issues Related to data-conversion - xml pdf

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

I want to change the default settings in BUSY to open PDFs in a different PDF reader than the current default. What steps should I take?

BUSY might not have direct settings to change the default PDF reader within the application itself. However, you can change the default PDF reader printing option from BUSY as follows : 
1. Go to administration. 
2. Go to configuration. 
3. Go to Hardware configuration. 
4. Select the Default printer driver in that DoPDF or Microsoft print to PDF, Etc. 
5. After that while Printing the invoice its default printer selected to DoPDF.

How can I select for saving print as PDF in the software?

To select for saving print as PDF in BUSY, you need to click on the Print button or press ALT+P on your keyboard to open the print window. Then select the printing format that you prefer and click on the Export button. Choose PDF as the Data Format and select the location where you want to save the PDF file. Finally, click on the OK button to export your invoice to PDF.

How can I export an invoice from BUSY?

You can export your invoice in three types of format and these are PDF,HTML and XML and to export you can follow some steps: 
 Step 1: Open your invoice and click on Print Option. 
 Step 2: Now select your invoice format and then click on Export option. 
 Step 3: Now select the Data format type and give the path where invoice will be export and press ok option.

How can I export my preview in PDF?

To export from Preview in PDF you need to follow some steps:
Step 1: Go to the Transaction and then select the voucher type that is required.
Step 2: Now click on Modify option and click on Print option.
Step 3: Now select the invoice or voucher to print and then select the format.
Step 4: Now click on Preview option and click PDF option and select the location where you want to 
save in system.

How do I generate PDF files of invoices/bills directly from BUSY? Do I need to purchase any additional APIs?

No,to generate invoice in PDF you do not need to purchase API. You need to follow some to generate invoice in PDF:
Step 1: Click on Invoice that you want in PDF format and click on Print option.
Step 2: Now select invoice format and click on Export Option.
Step 3: Now select PDF in Data Format Type and give path where you want to export in system and click on OK option.

What is the best way to share reports from BUSY with my auditor or accountant?

If you want to share reports from BUSY with your auditor or accountant, you have several options to do so. You can export the reports in the format of your choice, such as Excel, PDF, etc., and then attach them to an email or send them through any other apps. 
 Alternatively, you can also use BUSY’s built in features to email or whatsapp the report directly from the software.

How do I export reports to Excel or PDF?

To export reports to Excel or PDF in BUSY, you can follow these steps:
1. Open the desired report in BUSY.
2. Click on the "Export" button or go to the "File" menu and select "Export".
3. Choose the format you want to export the report to (Excel or PDF).
4. Select the destination folder where you want to save the exported file.
5. Click on the "Export" or "Save" button to complete the process.

How do I print or save a bill as PDF?

To print or save a bill as PDF from BUSY, you can follow these steps:
Step 1: Open the voucher which you want to print or save as PDF.
Step 2: Click on Print button or press ALT+P.
Step 3: Select your printing format and click on Print and wait for printing process from your printer.
Step 4: After selecting format click on Export and select PDF and specify location then press OK.

Can I export an invoice in jpg or any other format?

You can export an invoice in PDF, HTML, or XML format. Follow the below steps to export a particular invoice.
Step 1: While saving the entry, the print detail window will appear.
Step 2: Click on the sales invoice option on the print details window.
Step 3: Click click export option and select data format.
Step 4: Select the folder symbol to select the path where you need to export the format.

Can I export master data in XML format from the software?

Yes, you can export master data in XML format from BUSY. To do so, follow these steps: 
Step 1: Go to Administration menu 
Step 2: Click on Data export/Import, Select data/export import(XML) 
Step 3: Click on export data, select master type to be exported and select balance type closing / opening which is exported with masters 
Step 4: Specify a folder path where file has to be exported.

Frequently AskedQuestions