How do I create and send an invoice in BUSY?
To create and send invoice in BUSY, you can follow these steps:
Step 1: Open your company and go to Transaction menu.
Step 2: Select voucher type which you want to create such as Sales, Purchase, etc.
Step 3: Click on Add and enter all the necessary details such as date, Vch no., Party Name, Item, etc and save.
Step 4: After invoice is created, you can sent it via Email or Whatsapp by click on Email or SMS button respectively.
To configure email in BUSY, you need to follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Choose Email Configuration and selec Send Directly.
Step 3: If you use Gmail, type smtp.gmail.com as the SMTP server and your Gmail id as the username.
Step 4: Generate an App password by right-clicking on the Gmail id Logo and clicking on Manage your Google Account.
Step 5: Click on Security then Two-step verification then App password and enter BUSY as the app name and generate.
Step 6: Copy and paste the password in BUSY and fill in other details like From, Reply to, etc.
Step 7: Click on Test Account Settings to make sure you can send a test mail successfully.
To integrate whatsapp with BUSY, you need to follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Choose SMS API Configuration and create a new format.
Step 3: Type the whatsapp API as whatsapp://send?phone=phoneno&text=message and fill phoneno in Mobile field and message in the Message field.
Step 4: Save the configurations.
Step 5: Install and login to the desktop version of whatsapp on your system before sending.