Frequently Asked
Questions

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

FAQs

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.

Want to print User Signature In Authorised signatory.

 In BUSY user wise Signature option available in Standard format.But the space between Company Name and Authorised signatory is very limited and users need to show stamp as well with signature.
And in BUSY Basic edition User wise signature option not available. In that case we need to design the format.
To apply user signature, Please follow below steps
Solution1 : To show user Signature on Invoice using User wise Singratue
Step 1 : Enable User wise signature from General configuration and specify user signature path where users need to store user wise signature
Step 2 : Store user name wise signature in specified folder
Step 3 : Take backup to existing Invoice format
Step 4 : Click on Footer of Invoice format and Select USER_SIGN_IMAGE from available fields
Note ; This Configuration worked in Standard and above edition only.
Solution2 : To show user Signature on Invoice using Image
Step 1 : Take Backup on existing format
Step2 : Click on Footer in invoice design format.
Step3 : Select Image Field from Print Stype (F4)
Step4 : Specify Signature Image full path in path & Provide Height & width of Signature.
As per Solution2 Signature will be fixed for all login users

How can I customize invoices in BUSY? I want to add my logo.

 You can design the invoice format from the below steps. In BUSY, we have default format available which are in A5 and A3. We can create Design format & also can add additional field in Header, Body and Footer part. Pls Follow Below Steps.
 Step1 : Administration
 Step 2: Configuration
 Step 3: Invoice Document printing 
 Step 4: Advanced
 Step 5: Select Voucher Type 
 Step 6: Create Format
 Step 7: Add field according in Header, Body and Footer Part.
 Step 8: In Page setting option, mention it details for format.
 Note : For New Format & Modification in Design always done on chargeable basis.Also can contact to the Channel Partner.
 Pls follow the below steps for Logo :
 Step 1: You can add the Logo field in the design format.
 Step 2: You can specify the logo path in the standard format same as above till steps 3 then select the standard format and voucher type. On the right side, you will get the Print logo option. Enable the logo and specify the logo path. Make sure that the logo should be in JPEG and PNG format.

Is there a way to restore the format of my invoice from a previous version?

 Yes, you can restore the format of your invoice from a previous backup by following these steps:
Step 1:Make sure you have a backup of the previous version.
Step 2:Restore the BUSY data backup using the Restore Data option in the Company tab. Choose the folder containing the backup files.
Step 3:After successfully restoring the data, log in with your valid credentials.
Step 4:Go to the Administration option, select Configuration, and look for the Invoice or Document Printing option.
Step 5:Select the Advanced option and choose the desired format for the required voucher type like sales invoice.
Step 6:Click on the desired format, look for the Copy to Disk option, select Desktop, and press OK. Confirm the copying process.
Step 7:Now, return to the older company and log in with the same credentials.
Step 8:Again, go to Administration, select Configuration, and go to Invoice or Document Printing.
Step 9:Choose the Advanced option, select the desired voucher type like sales invoice.
Step 10:Look for the Copy from Disk option, select Desktop, and press OK. Confirm the process to restore the format from the old backup.
This should help you restore the format of your invoice from a previous backup.

The sales invoice I downloaded from BUSY does not contain the same columns and details as the BUSY e-invoice. How can I modify the sales invoice in BUSY to add/remove columns to match e-invoice?

 If the sales invoice you downloaded from BUSY does not contain the same columns and details as the BUSY e-invoice, follow these steps:
First, confirm whether it's format, standard or design.
For Standard Format:
Step 1: Go to the Administration menu.
Step 2: Select Configuration, then Invoice/Document Printing.
Step 3: Choose Standard, and then select Sales Invoice.
Step 4: In the sales invoice settings, enable the E-invoice IRN, Ack. No., Act Date & QR code to the sales invoice to match the format with the E-invoice from BUSY, because these are the only required details to match the invoice.
For Design Format:
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 invoice template.
Step 7: If you are still unable to modify or customise the default invoice template, contact your local partner dealer at BUSY. They can provide chargeable support for this. If your local partner dealer cannot assist, consider contacting BUSY on a chargeable basis for further support.
These steps will allow you to customise your invoice format according to your needs.

My invoice does not show the complete address of the party including PIN code in BUSY. How can I configure it to print the full address?

 If you are unable to print complete address and PIN Code of the party on standard Invoice format then you can check below points :
Step 1 : Set the Screen Resolution as the compatible resolution is 1024x768 with text size as small which you can set as per your screen 
Step 2 : For arrange the alignments and Margin you can go to Hardware configuration with the help of steps below: 
1 : Go to Administration 
2 : Configuration 
3 :Hardware Configuration, from here you can check the provided margins and alignments and arrange the same.
4. Chcek the Party master whether you have specified the complete address and proper PIN Code.
For any alignment issues with ADVANCE format firstly you need to check whether the same has been cofigured properly. Refer to steps below for checking configuration of advance format: 
1 : Go to Administration 
2 : Configuration 
3 : Click on Invoice Document printing and go to Advance 
4 : From here you can increase the character limit of the PIN Code 
5 : For Hardware configuration you can refer the same steps provided above

How can I customize invoices and statements in BUSY to reflect my brand and business information?

 In BUSY, we have different type of Format : Standard and Advance Format.
 Standard : Its Default format of BUSY and can print in A4 Size. Additional field we can add it through below steps.
 Step 1: Administration
 Step 2: Configuration
 Step 3: Invoice Document printing 
 Step 4: Standard 
 Step 5: Can enable options which required in print & also can configure body part by increasing the characters of the field which available in Self Configured option.
 Advanced : We have default format available which are in A5 and A3. We can create Design format & also can add additional field in Header, Body and Footer part. Pls Follow Below Steps.
 Step1 : Administration
 Step 2: Configuration
 Step 3: Invoice Document printing 
 Step 4: Advanced
 Step 5: Select Voucher Type 
 Step 6: Create Format
 Step 7: Add field according in Header, Body and Footer Part.
 Step 8: In Page setting option, mention it details for format.
 Note : For New Format & Modification in Design always done on chargeable basis. For Voucher can do customization from dealer end.

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