Frequently Asked
Questions

Find Solutions to Common Issues Related to printing-problems - invoice designing modification

FAQs

How to change invoice format in BUSY?

 BUSY offers two options for customizing invoices and documents: Standard and Advanced. Let’s explore each option in detail. Please make sure to take latest backup of your data before make any changes.
For Standard format follow these steps:
Step 1: Go to Administration and click on configuration tab.
Step 2:...

What invoice customization options exist in BUSY?

 BUSY offers two options for customizing invoices and documents: Standard and Advanced. Let’s explore each option in detail. Please make sure to take latest backup of your data before make any changes.
For Standard format follow these steps:
Step 1: Go to Administration and click on configuration tab.
Step 2:...

How to customize invoice fields in BUSY?

 BUSY offers two options for customizing invoices and documents: Standard and Advanced. Let’s explore each option in detail. Please make sure to take latest backup of your data before make any changes.
For Standard format follow these steps:
Step 1: Go to Administration and click on configuration tab.
Step 2:...

Want to Copy Invoice format from one company to another

 In many cases, clients operated more than one company and used the same type of Invoice format in all companies. In that case they need to copy the Design format from one Company to another.
And in many cases our channel partner/our team member design format their own pc/laptop and...

I want to customize and change the invoice format. How can I modify the standard invoice template?

 To customize and change the invoice format, you need to follow the below steps: 
 Step 1: Go to Administration. 
 Step 2: Select Configuration. 
 Step 3: Choose invoice or document printing. 
 Step 4: Click Advanced. 
 Step 5: Select Sales Invoice as the document type. 
Step 6: Modify or customise the default...

How to add logo, sender details etc in invoice print layouts?

 To configure Logo and sender details in standard format, follow these steps:
Step 1: Go to administration section and then click on configuration tab
Step 2: Then click on Invoice document printing standard
Step 3: Select the sales invoice
Step 4: Specify Y in print Logo field
Step 5: Now specify the path for logo to be print in the document in image path field.
Step 6: At last , Define the position , printing style , height and width of logo.
Step 7: Check the invoice print or preview in standard format.
Note: Sender details are by default provided in standard invoice format.
To setup Logo and sender details in advance format, follow the below steps:
Step 1: Go to administration and then click on configuration
Step 2: Now, click on Invoice document printing advance
Step 3: Click on Sale and the select the required format
Step 4: Now you can add Image field either in header or footer or body from print stype and mention the path of image in the field.
Step 5: For sender details you can add field such as COMPANY_PRINT_NAME,COMPANY_ADD(2_LINE)_LINE1,COMPANY_ADD(2_LINE)_LINE2, GSTIN, COMPANY_TEL_NO,COMPANY_EMAIL etc. from Print Styles and save the format.
Note- For format designing you contact to your channel partner and it is a chargeable process.

How do I customize invoice formats in BUSY?

 BUSY offers two options for customizing invoices and documents: Standard and Advanced. Let’s explore each option in detail. 
For Standard format follow these steps:
Step 1: Go to Administration and click on configuration tab.
Step 2: Click on Invoice / Document Printing and choose Standard.
Step 3: Choose the voucher type such as sale, purchase, etc. that you want to customize.
Step 4: For each field, select Y (yes) or N (no) depending on whether you want it to appear in the printout.
Step 5: Standard format layout in A4 paper
For Advanced format follow these steps:
Step 1: Go to Administration and click on configuration tab.
Step 2: Click on Invoice / Document Printing and choose Advanced.
Step 3: After selecting the voucher type that you want to customize such as sale, purchase, etc, you will see the name of your format below it.
Step 4: Clicking on the format name will allow you to customize different parts of the printing format, such as the header, body, & footer etc.
Step 5: In each part you can customize the fields as per the requirements. We recommend to design your advance format from your authorized channel partner.
Note: Please take latest backup of your data before make any changes.

Users need to Print Pcs (loose Pcs) & Boxes in Separate Columns.

 In Some businesses like Distributor, users need to show quantity in Boxes and loose pcs. in Separate columns in single row to easily distribute goods to clients.
In BUSY we can maintain the same using Main Unit & Alt. Unit/Pkg Unit. in Item Master.
And the same applies on Invoice as a compound unit.
To apply a Compound unit on Invoice, Please try the following steps:
Step 1 ; Enable Alt. Unit/Pkg Unit from Inventory Configuration.
Step 2 : Create Item Master with main Unit Pcs and Alt./Pkg Unit as Box and provided conversion factor between pcs.& box.
Step 3 : Post Transaction in Pcs.
Step 4 : Take a backup of your existing invoice format.
Step 5 : Create Space for another unit (if not available) 
Step 6 : In the Invoice header section, Change title of the 1st unit as ‘pcs.’ and the second unit as ‘Box’ or vice versa.
For Compound unit Between Main & Alt. unit
Step 7 : Enter  in please of ‘pcs unit Qty.’ and  in place of ‘Box unit Qty.’
For Compound unit Between Main & Pke. unit
Step 7 : Enter  in please of ‘pcs unit Qty.’ and  in place of ‘Box unit Qty.’

How can I fix the "template not found" error when trying to print checks in BUSY?

 The template not found error when trying to print checks in BUSY typically indicates that the software is unable to locate the check printing template. To fix this error, you can follow these steps:
 Step 1 ; Ensure that the check printing template you intend to use is available and properly configured in BUSY. 
 Step 2 :Verify that the template file is in the correct location on your computer or network.
 Step 3 :Confirm that the template file is named correctly. It should match the template name specified in BUSY.
 Step 4 :If you suspect that the template may be corrupted or improperly configured, consider reconfiguring it. Create a new template or copy a template from a known working source if applicable.
 Step 5 : If you've tried the above steps and the template not found error persists, it may be beneficial to contact BUSY's customer support or technical support for further assistance. 
 If you need any assistance you can contact to your authorized channel partner or reach out to us on our 24X7 Centralised helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.

How can I customize fields and templates in BUSY as per my requirements?

 To customize fields and templates in BUSY as per your requirements, follow these steps:
In BUSY, you can change fields as needed using the shortcut key Ctrl+Shift+Alt+C and modify the caption name.
BUSY Software offers an option to customize invoices, bills, and other document types. You can create and customize templates to align these documents with your branding and preferences.
Step 1: Go to Administration.
Step 2: Click on Configuration.
Step 3: Navigate to Invoice/Document Printing.
Step 4: Choose 'Standard' to configure documents with a basic design.
Step 5: Opt for 'Advanced' to configure documents with more advanced features and design full documents or invoices to meet your requirements.
Step 6: Select the format or create a new one.
Step 7: Design the format with different styles and fields, etc.
Step 8: Save and preview, then make adjustments as needed.
Step 9: Use the format for printing.
Invoice documents typically consist of three main parts:
Header: Contains party information, company details, shipping information, etc.
Body: Lists item details.
Footer: Includes terms and conditions, bank details, etc.
Advanced invoice design involves additional charges as per the company policy. The BUSY team can assist in customizing templates according to your needs. For more details, contact BUSY customer support at 8282828282.

BUSY is a simple, yet powerful GST / VAT compliant Business Accounting Software that has everything you need to grow your business.

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