Frequently Asked Questions

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.

If the email you send from BUSY are going into span then please follow the given steps
 Step 1: Make sure your email content doesn't resemble spam (avoid excessive use of 
 capital letters, too many links, or spammy keywords).
 Step 2: Verify your email credentials (username and password).
 Step 3: Some email servers block emails with large attachments or certain file types
 Ensure the allowed size to email
 Step 4: If you're sending emails to specific organizations or individuals, request that 
 they add your email address or domain to their email whitelist
 If still having same issue 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

If you want to copy 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

The attachments are not sending with email from BUSY due to some possible reasons:
 Step 1: First check the Email Configuration from the Administration menu then click on Configuration.
 Step 2: Ensure that tick on the PDF Attachment.
 Step 3: Check the antivirus settings not blocking the BUSY application to send PDF or access the internet connetion.
 Step 4: Ensure that BUSY is running as an administrator to avoid any permission error.
 Step 5: Check the date format and regional settings of system is compatilble with BUSY.
 Step 6: Make sure the Internet connection is stable.
 If need any assistance you can also contact us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.

Steps to follow to send purchase orders directly from BUSY while saving purchase order.
 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 purchase order and then the relevant voucher series
 Step:9 Select 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.

To send mail directly from BUSY , you can follow then steps below:
Step 1: Go to administration 
Step 2: Click on configuration and select email configuration
Step 3: Mention smtp server name as per your mail server via which mail is send 
Step 4: mention mail id in user name 
Note: You have to generate app password from your security option in mail id for using in third party software like BUSY 
Step 5: Mention the app password generated in email configuration in BUSY .
Step 7: Mention reply to mail id and from person or company name 
Step 8: Then click on test mail setting and mail will be sent successfully.
By following these step you will be able to send mail directly from BUSY.

Steps to follow to send purchase orders directly from BUSY while saving purchase order.
 Step:1 Go to administration
 Step:2 Select Configuration
 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 purchase order 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.

To send E mail from BUSY,You can follow the steps: 
 Step 1: Go to administration and then click on Configuration 
 Step 2: Then click on E mail configuration option 
 Step 3: Choose the email sending option as Send Directly and select the report type to be send through Mail. 
 Step 4: Mention the SMTP server in server configuration 
 Step 5: Then mention the mail id in user name field 
 Step 6: Afterward, create the Password for BUSY from mail and mention in password field. 
 Step 7: Define the sender information 
 Step 8: Then Click on test account setting to check the outgoing server information is correct or not. 
 Step 9: Save the configuration

If you want to configure BUSY to sync or export data to other application like excel or email then
 please follow the given steps
 Step 1: For export in excel no need to configure in BUSY it is in built feature but excel must be 
 installed in your system.
 Step 2: For email you have to configure it by follow below given steps
 Step 3: Go to the administration
 Step 4: Then configuration
 Step 5: Then Email configuration
 Step 6: After configuration done succesfully you will be able to email also.
 If still having any issue 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

If you want to send invoices through email from BUSY, you need to configure your email settings in BUSY first. Here are the steps to do that:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on configuration.
Step 2: Click on Email Configuration and enter all the required details to set up your email account. You can watch the video tutorial by clicking on the play button on the right corner for more guidance.
Step 3: After completing the configuration, open the invoice that you want to send and click on the Email button or press ALT+M. You can enter your customer’s email address in the To field and click on Send.