Frequently Asked Questions

To create and share invoices using the BUSY mobile app, you need to follow the below steps: 
 Make sure you have purchased the BUSY mobile app subscription and received the activation code. 
 Also, make sure the BDEP ID is created and updated in the General tab, and also make sure in the Cloud sync, the user has added the username and password. 
 Also, make sure sales have to create new series for the BUSY mobile app. 
 Also, make sure the cloud sync option and the bulk upload option are done. 
 After the above configuration, download the GST billing and accounting application from the Play Store. 
 then Open the BUSY app and then enter the BDEP ID along with cloud sync username and password and click on proceed option. 
 After opening the BUSY window, click on the red plus sine option and click on the invoice option. 
 After that, select the party, then put the date and voucher number, click on Add Item, and then put the necessary details like quantity and unit price. 
 then press done to complete the entry, then click save the voucher.

To create,share invoice,quotations and receipt from BUSY mobile app please follow these steps:
Step 1: Open your company in BUSY software
Step 2: Make sure you have create bdep id and mobile app features is enabled in your company
Step 3: Then click on administration menu
Step 4: Then click on users 
Step 5: Then click on cloud sync users
Step 6: Then click on add button to create the user or click on modify if user is already created
Step 7: Then give transactions rights to your user 
Step 8: Then click on administration menu
Step 9: Then click on data export import
Step 10: Then click on cloud sync
Step 11: Afterwards click on bulk upload 
Step 12: Then click on start upload
Step 13: Then open your BUSY mobile app
Step 14: Then click on plus icon in the bottom right 
Step 15: Then select the invoice such as sale,receipt,quotation etc then you can add the voucher
Step 16: After adding the invoice share option will be available so you can share that invoice as well

To generate the sale order in BUSY mobile app, you have to follow the below mentioned steps:
Step 1: Open the BUSY mobile app in your phone where you are using this app.
Step 2: Log in with your BDEP id and cloud sync user credentials created in BUSY company.
Step 3: A display consisting of different account balance will appear then you have to click on Plus sign showing in the right side of the display.
Step 4: Click on order option to add sale order voucher from BUSY mobile app.
Step 5: Select the party and then click on add items option. A list of items will appear from where you can select the item.
Step 6: Now you can modify the details like quantity, price in the voucher then click on done option.
Step 7: Click on the save button and from there itself you can also share the same on whatsapp or mail etc.

If the mobile app invoices are not getting the correct invoice number from BUSY,you can maintain seperate invoice series,To do this configuration,you can Follow given steps:
 Step 1:Go to Administration menu,
 Step 2:Click Configuration,
 Step 3:Click Voucher series Configuration,
 Step 4:Click on sales,
 Step 5:Add new series for mobile app,
 Step 6:Click voucher numbering and set numbering automatic to this series,
 Step 6:After that Go to the Administration and click users,
 Step 7:Then click cloud sync users,
 Step 8:Add cloud sync user,create name and password,
 Step 9:You will find an option here is a transaction rights, and you will see a checkbox for sales and receipt.Check that box,and there you can tag the series you created for your mobile app.
 Step 10:Set local and central sale type as itemwise.
 Step 11:After done,all those configuration, your voucher numbering will be properly maintained.

To create an invoice in a mobile application, you first need to set up a separate voucher series. Afterward, configure the transaction in the cloud sync user by following these steps:
1. To create the voucher series for transaction.
Step 1: Go to administration section then click on configuration.
Step 2: Choose voucher series configuration and select the required voucher type.
Step 3: After select the voucher type, Click on add new for mobile application.
2. To create the cloud sync user 
Step 1: Go to administration section then users option
Step 2: choose for cloud sync user then click on add
Step 3: SpeciFinancial Year the user name and password for same then check for report required in mobile application.
Step 4: At last, tick on required transaction to give rights for posting through application and speciFinancial Year ist series and save the user.

If you are not able to create the sale voucher from BUSY mobile app please follow these steps:
Step 1: Open your company in desktop version of BUSY software
Step 2: Go to administration menu and click on users and select the cloud sync users
Step 3: After that open the user from modify or list
Step 4: Select the sales voucher from transactions rights and tag the series and sale and purchase type
Step 5: After that save the user master and go to the data export import submenu 
Step 6: Afterwards select cloud sync and then run incremental upload 
Step 7: After successfully completion of this reopen BUSY mobile app and then check

If you enter any sales voucher in a BUSY mobile application, it will not sync automatically. However, you are required to download the transaction manually from BUSY data.
To download and sync the the data to mobile application , follow these steps:
Step 1: Go to administration then click on the data export invoice.
Step 2: Choose the cloud sync and select the download transaction and save the invoice created from the mobile application.
Step 3: Afterward. select the incremental upload option from cloud sync and complete the process.

If you are not able to see the sales and purchase option in the mobile app then follow the below steps.
 Step 1: Make sure you have purchased the mobile app license as without license you will not able to add the transaction.
 Step 2: In the BUSY, open the mobile app user from users option under Administration then tick the sales and purchase voucher type.
 Step 3: Then upload the data on mobile app from cloud sync option and then check it.

To add the options for Sales and Purchase in the app menu, you can follow these steps:
 1. Open the app menu settings.
 2. Look for the "Customize Menu" or "Edit Menu" option.
 3. Select the option to add a new item to the menu.
 4. Enter the name of the new item as "Sales" or "Purchase".
 5. Save the changes and exit the menu settings.
 6. The options for Sales and Purchase should now be visible in the app menu.

If you want to download those transactions that you have created in BUSY mobile app please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on data export import
Step 3: Then click on cloud sync
Step 4: Then click on download transactions option in BUSY
Step 5: Now you can see all the vouchers in a list that you have created from BUSY mobile app
Step 6: Then  open those vouchers and resave it to reflect it in your BUSY database