Frequently Asked
Questions

Find Solutions to Common Issues Related to notification-tools - email configuration

FAQs

Why can't I generate or copy passwords in BUSY?

We have to generate the app password for the email, Then click create the password by opening the Email Id from Google.
 Pls Follow the Below Steps for Password creation :
 Step 1: Open the Gmail id or any email which has mention in the BUSY for sending the email.
 Step 2: Click on setting option
 Step 3: Then click on Accounts
 Step 4: Then click on Google account setting
 Step 5: Then Security 
 Step 6: Click on Two Step Verification
 Step 7: Then you will get the option for app password, there select the other app and mention the name BUSY the click on generate.
 Step 8: Copy the generated password and paste it in BUSY email configuration option.

How do I email invoices directly from BUSY?

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.

Can I modify the email header and footer in the software?

Here's a general guide on how to write in the header and footer for outgoing emails in BUSY:
Step 1. Go to the Configuration menu.
Step 2. Select Email Configuration from the options.
Step 3. Enter your email address and two step verification 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.
Step 8: you can write a footer and Header in this window as you want .

I forgot my app password for BUSY email. How can I retrieve or reset it?

If your Email account password is not working or showing incorrect in BUSY email configuration then please 
 follow the steps to resove this.
 Step 1.Open Google Chrome and log in to your Gmail account.
 Step 2. Click on your Gmail account logo or profile picture in the top right corner.
 Step 3. Select Manage Google Account from the dropdown menu.
 Step 4. In the search bar within your Google Account settings, type App password.
 Step 5. Define the app name as BUSY or any other name you prefer.
 Step 6. Google will generate an app password. Copy this password from your screen.
 Step 7. Now, open your BUSY email configuration settings and paste the app password into the password section.

Sending both invoice email and PDF copy in one go to the customer in BUSY.

In BUSY, you can send both the invoice email and a PDF copy to the customer in one go by following these steps:
 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.

How do I generate an app password for sending emails through BUSY?

If your Email account password is not working or showing incorrect in BUSY email configuration then please 
 follow the steps to resove this.
 Step 1.Open Google Chrome and log in to your Gmail account.
 Step 2. Click on your Gmail account logo or profile picture in the top right corner.
 Step 3. Select Manage Google Account from the dropdown menu.
 Step 4. In the search bar within your Google Account settings, type App password.
 Step 5. Define the app name as BUSY or any other name you prefer.
 Step 6. Google will generate an app password. Copy this password from your screen.
 Step 7. Now, open your BUSY email configuration settings and paste the app password into the password section.

Sending invoices directly from BUSY on the mobile possibility and setup process.

In BUSY, you can send both the invoice email and a PDF copy to the customer in one go by following these steps:
 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.

I entered my regular email password in BUSY, but it says wrong password. What password should I use?

If your Email account password is not working or showing incorrect in BUSY email configuration then please 
 follow the steps to resove this.
 Step 1.Open Google Chrome and log in to your Gmail account.
 Step 2. Click on your Gmail account logo or profile picture in the top right corner.
 Step 3. Select Manage Google Account from the dropdown menu.
 Step 4. In the search bar within your Google Account settings, type App password.
 Step 5. Define the app name as BUSY or any other name you prefer.
 Step 6. Google will generate an app password. Copy this password from your screen.
 Step 7. Now, open your BUSY email configuration settings and paste the app password into the password section.

Setting up automatic email copies to distributors in BUSY and configuring automatic copies to the finance department?

If you want to settting up automatic email copies to distributors in BUSY and
 configuring automatic copies to the finance department then please follow the given step
 Step 1: Go the administration
 Step 2: Then configuration
 Step 3: Then email configuration
 Step 4: Then configure Distributior email and finance department email in the BCC field
 Step 5: Then while sending email both email will be auto populated in the bcc field.
 Step 6: Then email will be sent to customer as well as to the distribution and finance department.
 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

where should I write in the header and footer for outgoing emails in BUSY Accounting Software?

Here's a general guide on how to write in the header and footer for outgoing emails in BUSY:
Step 1. Go to the Configuration menu.
Step 2. Select Email Configuration from the options.
Step 3. Enter your email address and two step verification 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.
Step 8: you can write a footer and Header in this window as you want .