Frequently Asked
Questions

Q: How can I configure emailing of invoices in BUSY?

Steps to follow to send sales invoice pdf directly from BUSY while saving sales invoice. Step:1 Go to administration option. Step:2 Select Configuration from it. Step:3 Then email configuration Step:4 Mention smtp server and other details in the configuration Step:5 Enable 2 step verifitcaiton and generate app password for mentioning in BUSY Step:6 Go to administration Step:7 Configuration then voucher series configuration Step:8 Select the sales voucher and then select relevant voucher series Step:9 Then navigate to the voucher configuration option and mention yes in send email after saving and can select the format of voucher to be send to party. Please note that if email id is mention in the Account master it would auto pick email id while sending the email from BUSY.

Q: How to copy and paste two-step verification code in BUSY?

If you want to copy and paste the generated app password for BUSY then please follow the given steps Step 1: Once app password generated or created visible to you Step 2: Then select the password by pressing left click and drag over the password Step 3: Then do right click and select copy option or press CTRL + C Step 4: Then come to email configuration of BUSY Step 5: Then select password field and do right click and select paste option or press CTRL + V If still having same issue in copy and paste then you can contact us on our centerlized 24*7 helpline number i.e. 8282828282 or 011-40964096. You can also share your query on support@busy.in

Q: How can I troubleshoot and fix issues with SMTP?

To troubleshoot and fix issues with SMTP in BUSY, please follow these steps: Step 1:Log in to your company with your credentials. Step 2:Now go to the Administration menu and select Configuration from the submenu. Step 3:Select Email Configuration. Step 4:Check the SMTP server configuration, verify the username and password also you can check port 465 or 587 and ensure that the email ID is correct. Step 5:In the new window, check the Test Account Settings option. If it shows Email sent successfully, then it is working fine. If not, update the app password. Step 6:To update the app password, open your email and use the security option to update the app password. Step 7:Also, exclude BUSY from the antivirus program. These steps should help you troubleshoot and fix issues with SMTP in BUSY.

Q: Steps to email an invoice from BUSY and locate the option for it?

If you want to email an invoice from BUSY and locate then please follow the given steps Step 1: Open the invoice that you want to email Step 2: Then you can see email option in the top right corner of the voucher and select it Step 3: And you can use shortcut key i.e Alt + M Step 4: Then you have to select the pdf format that you will share Step 5: Then click on email button. Note : Email configuration must be configured in BUSY. If still having same issue in copy and paste then you can contact us on our centerlized 24*7 helpline number i.e. 8282828282 or 011-40964096. You can also share your query on support@busy.in

Q: What details do I need to provide to configure email sending in BUSY?

To configure email sending in BUSY, you will need to provide the following details: 1. SMTP server address: This is the address of the outgoing mail server provided by your email service provider. 2. Port number: The port number is used to establish a connection with the SMTP server. Common port numbers for email are 25, 465, or 587. 3. Email address: You need to provide the email address from which you want to send the emails. 4. Username and password: These are the login credentials for your email account. 5. SSL/TLS settings: Depending on your email service provider, you may need to enable SSL or TLS encryption for secure email communication. Make sure to enter these details accurately to successfully configure email sending in BUSY.

Q: I forgot the password for my email account connected to BUSY. How can I recover or reset it?

To recover or reset the password for your email account connected to BUSY, you will need to follow the password recovery process provided by your email service provider. Step 1 : Regenerate the 2FA Password and reset it on email configuration. Step 2. Select Email Configuration from the options. Step 3. Enter your email address and password in the provided fields. Step 4. Choose the email service provider you are using (e.g., Gmail, Outlook). Step 5. Enter the SMTP server and port details for your email provider. You can find these details in the email settings of your email account. Step 6. Enable SSL/TLS encryption if required by your email provider. Step 7. Save the settings and test the email configuration by sending a test email.

Q: Steps to email an invoice to a customer directly from BUSY and where to find the required options?

Steps to follow to send sales invoice pdf directly from BUSY while saving sales invoice. Step:1 Go to administration Step:2 Select Configuration from it Step:3 Then email configuration Step:4 Mention smtp server and other details in the configuration Step:5 Enable 2 step verifitcaiton and generate app password for mentioning in BUSY Step:6 Go to administration Step:7 Configuration then voucher series configuration Step:8 Select the sales voucher and then select relevant voucher series Step:9 Then navigate to the voucher configuration option and mention yes in send email after saving and can select the format of voucher to be send to party. Please note that if email id is mention in the Account master it would auto pick email id while sending the email from BUSY.

Q: What steps do I need to take to share credit notes with customers via email in BUSY?

Steps to follow to send credit note invoice pdf directly from BUSY while saving sales invoice. Step:1 Go to administration option. Step:2 Select Configuration from it. Step:3 Then email configuration Step:4 Mention smtp server and other details in the configuration Step:5 Enable 2 step verifitcaiton and generate app password for mentioning in BUSY Step:6 Go to administration Step:7 Configuration then voucher series configuration Step:8 Select the Credit note and then select relevant voucher series Step:9 Then navigate to the voucher configuration option and mention yes in send email after saving and can select the format of voucher to be send to party. Note: After following the steps if still faces the error while sending mail need to contact to BUSY helpline no 8282828282.

Q: How can I resolve issues with emailing credit notes from BUSY?

Steps to follow to send credit note invoice pdf directly from BUSY while saving sales invoice. Step:1 Go to administration option. Step:2 Select Configuration from it. Step:3 Then email configuration Step:4 Mention smtp server and other details in the configuration Step:5 Enable 2 step verifitcaiton and generate app password for mentioning in BUSY Step:6 Go to administration Step:7 Configuration then voucher series configuration Step:8 Select the Credit note and then select relevant voucher series Step:9 Then navigate to the voucher configuration option and mention yes in send email after saving and can select the format of voucher to be send to party. Note: After following the steps if still faces the error while sending mail need to contact to BUSY helpline no 8282828282.

Q: Why can't I see the SMS option in BUSY to connect to WhatsApp?

BUSY we have a built-in feature to directly connect to WhatsApp for sending SMS messages. Use BUSY BNS . BUSY primarily focuses on accounting and financial management tasks, and while it may offer features for communication and document management, direct integration with messaging services like WhatsApp was not a standard feature at that time. Step 1: Go to the Administration Step 2: Click on configuration option, select feature/option Step 3: Select General tab and enable Event Notification Step 4: Set the occurance of event, you have to select the type of event and user Step 5: Mention contact no on which notification to be shared.(This option work with BUSY BNS Application) Please note, option is available in Standard model of BUSY and with active BLS

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How can I configure emailing of invoices in BUSY?

Steps to follow to send sales invoice pdf directly from BUSY while saving sales invoice.
 Step:1 Go to administration option.
 Step:2 Select Configuration from it.
 Step:3 Then email configuration
 Step:4 Mention smtp server and other details in the configuration
 Step:5 Enable 2 step verifitcaiton and generate app password for mentioning in BUSY
 Step:6 Go to administration
 Step:7 Configuration then voucher series configuration
 Step:8 Select the sales voucher and then select relevant voucher series
 Step:9 Then navigate to the voucher configuration option and mention yes in send email after saving and can select the format of voucher to be send to party.
 Please note that if email id is mention in the Account master it would auto pick email id while sending the email from BUSY.

How to copy and paste two-step verification code in BUSY?

If you want to copy and paste the generated app password for BUSY then please
 follow the given steps
 Step 1: Once app password generated or created visible to you
 Step 2: Then select the password by pressing left click and drag over the password
 Step 3: Then do right click and select copy option or press CTRL + C
 Step 4: Then come to email configuration of BUSY 
 Step 5: Then select password field and do right click and select paste option or 
 press CTRL + V
 
 If still having same issue in copy and paste then you can contact us on our centerlized 
 24*7 helpline number i.e. 8282828282 or 011-40964096.
 You can also share your query on support@busy.in

How can I troubleshoot and fix issues with SMTP?

To troubleshoot and fix issues with SMTP in BUSY, please follow these steps:
Step 1:Log in to your company with your credentials.
Step 2:Now go to the Administration menu and select Configuration from the submenu.
Step 3:Select Email Configuration.
Step 4:Check the SMTP server configuration, verify the username and password also you can check port 465 or 587 and ensure that the email ID is correct.
Step 5:In the new window, check the Test Account Settings option. If it shows Email sent successfully, then it is working fine. If not, update the app password.
Step 6:To update the app password, open your email and use the security option to update the app password.
Step 7:Also, exclude BUSY from the antivirus program.
These steps should help you troubleshoot and fix issues with SMTP in BUSY.

Steps to email an invoice from BUSY and locate the option for it?

If you want to email an invoice from BUSY and locate then please follow the given steps
 Step 1: Open the invoice that you want to email 
 Step 2: Then you can see email option in the top right corner of the voucher and select it
 Step 3: And you can use shortcut key i.e Alt + M 
 Step 4: Then you have to select the pdf format that you will share
 Step 5: Then click on email button.
 Note : Email configuration must be configured in BUSY.
 If still having same issue in copy and paste then you can contact us on our centerlized 
 24*7 helpline number i.e. 8282828282 or 011-40964096.
 You can also share your query on support@busy.in

What details do I need to provide to configure email sending in BUSY?

To configure email sending in BUSY, you will need to provide the following details:
 1. SMTP server address: This is the address of the outgoing mail server provided by your email service provider.
 2. Port number: The port number is used to establish a connection with the SMTP server. Common port numbers for email are 25, 465, or 587.
 3. Email address: You need to provide the email address from which you want to send the emails.
 4. Username and password: These are the login credentials for your email account.
 5. SSL/TLS settings: Depending on your email service provider, you may need to enable SSL or TLS encryption for secure email communication.
 Make sure to enter these details accurately to successfully configure email sending in BUSY.

I forgot the password for my email account connected to BUSY. How can I recover or reset it?

To recover or reset the password for your email account connected to BUSY, you will need to follow the password recovery process provided by your email service provider.
 Step 1 : Regenerate the 2FA Password and reset it on email configuration.
 Step 2. Select Email Configuration from the options.
 Step 3. Enter your email address and password in the provided fields.
 Step 4. Choose the email service provider you are using (e.g., Gmail, Outlook).
 Step 5. Enter the SMTP server and port details for your email provider. You can find these details in the email settings of your email account.
 Step 6. Enable SSL/TLS encryption if required by your email provider.
 Step 7. Save the settings and test the email configuration by sending a test email.

Steps to email an invoice to a customer directly from BUSY and where to find the required options?

Steps to follow to send sales invoice pdf directly from BUSY while saving sales invoice.
 Step:1 Go to administration
 Step:2 Select Configuration from it
 Step:3 Then email configuration
 Step:4 Mention smtp server and other details in the configuration
 Step:5 Enable 2 step verifitcaiton and generate app password for mentioning in BUSY
 Step:6 Go to administration
 Step:7 Configuration then voucher series configuration
 Step:8 Select the sales voucher and then select relevant voucher series
 Step:9 Then navigate to the voucher configuration option and mention yes in send email after saving and can select the format of voucher to be send to party.
 Please note that if email id is mention in the Account master it would auto pick email id while sending the email from BUSY.

What steps do I need to take to share credit notes with customers via email in BUSY?

Steps to follow to send credit note invoice pdf directly from BUSY while saving sales invoice.
 Step:1 Go to administration option.
 Step:2 Select Configuration from it.
 Step:3 Then email configuration
 Step:4 Mention smtp server and other details in the configuration
 Step:5 Enable 2 step verifitcaiton and generate app password for mentioning in BUSY
 Step:6 Go to administration
 Step:7 Configuration then voucher series configuration
 Step:8 Select the Credit note and then select relevant voucher series
 Step:9 Then navigate to the voucher configuration option and mention yes in send email after saving and can select the format of voucher to be send to party.
 Note: After following the steps if still faces the error while sending mail need to contact to BUSY helpline no 8282828282.

How can I resolve issues with emailing credit notes from BUSY?

Steps to follow to send credit note invoice pdf directly from BUSY while saving sales invoice.
 Step:1 Go to administration option.
 Step:2 Select Configuration from it.
 Step:3 Then email configuration
 Step:4 Mention smtp server and other details in the configuration
 Step:5 Enable 2 step verifitcaiton and generate app password for mentioning in BUSY
 Step:6 Go to administration
 Step:7 Configuration then voucher series configuration
 Step:8 Select the Credit note and then select relevant voucher series
 Step:9 Then navigate to the voucher configuration option and mention yes in send email after saving and can select the format of voucher to be send to party.
 Note: After following the steps if still faces the error while sending mail need to contact to BUSY helpline no 8282828282.

Why can't I see the SMS option in BUSY to connect to WhatsApp?

BUSY we have a built-in feature to directly connect to WhatsApp for sending SMS messages. Use BUSY BNS . BUSY primarily focuses on accounting and financial management tasks, and while it may offer features for communication and document management, direct integration with messaging services like WhatsApp was not a standard feature at that time.
 Step 1: Go to the Administration
 Step 2: Click on configuration option, select feature/option
 Step 3: Select General tab and enable Event Notification
 Step 4: Set the occurance of event, you have to select the type of event and user
 Step 5: Mention contact no on which notification to be shared.(This option work with BUSY BNS Application)
 Please note, option is available in Standard model of BUSY and with active BLS

Frequently AskedQuestions