Frequently Asked Questions

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.

We can enable the email feature for sending the invoice through email directly from BUSY. We have to mention the Email Id details in BUSY.
 Pls Follow the Below Steps :
 Step 1: Click on Administration
 Step 2: Then Configurations
 Step 3: Then Email Configuration
 Step 4: Select Send Directly option.
 Step 5: Select Attachment as per your requirement
 Step 6: Mention the Server Configuration : Smtp Server Name for your email like Gmail, yahoo,rediffmail etc. then Username & Password for the id.
 Step 7: Mention the Sender Details : From option - Your Name & Reply To - Your Email ID.
 Note : Generate the Email ID password for BUSY from Security Setting of Gmail and Yahoo ID.

To send emails from BUSY using your Gmail ID, you need to configure the email settings in BUSY. Here are the steps:
 1. Go to Administration Configuration Email Configuration option in BUSY.
 2. Select the "Send Directly" option for email sending.
 3. Choose the format in which you want to send the report (PDF attachment, email body text, XML attachment, or PDF plus XML attachment).
 4. Enter the SMTP server as "smtp.gmail.com".
 5. Provide your Gmail ID and password.
 6. If you have enabled two-factor authentication on your Gmail account, generate an app password for BUSY.
 7. Save the configuration.
 Once the configuration is done, you will be able to send emails directly from BUSY using your Gmail ID.

We can enable the email feature for sending the invoice through email directly from BUSY. We have to mention the Email Id details in BUSY.
 Pls Follow the Below Steps :
 Step 1: Click on Administration
 Step 2: Then Configurations
 Step 3: Then Email Configuration
 Step 4: Select Send Directly option.
 Step 5: Select Attachment as per your requirement
 Step 6: Mention the Server Configuration : Smtp Server Name for your email like Gmail, yahoo,rediffmail etc. then Username & Password for the id.
 Step 7: Mention the Sender Details : From option - Your Name & Reply To - Your Email ID.
 Note : Generate the Email ID password for BUSY from Security Setting of Gmail and Yahoo ID.

To resolve mail configuration issues preventing sending/receiving emails in BUSY, you can follow these steps:
 1. Check your email settings in BUSY to ensure they are correctly configured.
 2. Verify that the email address you are using is valid and active.
 3. Make sure that the SMTP server settings are accurate and match the settings provided by your email service provider.
 4. Check if there are any firewall or antivirus settings that may be blocking the email communication.
 5. Test the email functionality by sending a test email from BUSY to see if it goes through successfully.
 6. If the issue persists, contact the customer support of BUSY for further assistance in troubleshooting and resolving the mail configuration issues.

You can email e-invoice generated from BUSY with invoice by following these steps
1.Go to transactions and select the voucher for which e-invoice is generated
2.Open the voucher and then select EMAIL on the top of voucher or you can use shortcut ALT plus M and select send email then proceed by selecting format of invoice 
3.After selecting send email,your invoice will be automatically attached but for e-invoice,you must save e-invoice downloaded from portal through BUSY and select the same in external attachment by selecting from local drive
4.Enter the recveiver's email id or if mentioned in party master,it will pick automatically
5.Click on send
6.Now email will be sent including invoice as well as e-invocie attachment which was saved in your local drive

If want to update email account credential in BUSY then following step you should follow
 Step1: Click on administration option 
 Step2: Then click on configuration option
 Step3: Then Select Email Configuration
 Step4: Change SMTP server , Username and Port as per new Email
 Step5: Generate app password for the same from the Gmail or whatever mail you are
 using. then enter that password in password field in Email configuration.
 Step6: Then Click on Test account setting to check . Now it must show sent successfully. 
 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 the email test fails despite entering the correct SMTP details in BUSY, you can try the following steps:
 1. Double-check the SMTP server details, including the server address, port number, and encryption settings.
 2. Verify that the username and password for the SMTP server are entered correctly.
 3. Ensure that there are no typos or errors in the email address or sender name.
 4. Check if there are any firewall or antivirus settings blocking the connection to the SMTP server.
 5. Test the email settings using a different email client or application to see if the issue is specific to BUSY.
 6. Contact your email service provider or IT support for further assistance if the problem persists.

To fix the issue of not being able to send SMS and email from BUSY after generating bills, you can check the following:
 1. Ensure that your internet connection is stable and working properly.
 2. Verify that you have correctly configured the email and SMS settings in BUSY.
 3. Double-check the recipient's email address and mobile number for accuracy.
 4. Make sure that your email and SMS service providers are functioning correctly.
 5. Check if there are any error messages or notifications in BUSY related to sending SMS and email.
 6. Update BUSY to the latest version, as newer versions often include bug fixes and improvements.
 7. If the issue persists, contact BUSY customer support for further assistance.

If you are facing authentication filed errors when sending emails from the BUSY account email 
 address then please follow the given steps
 Step 1: Make sure your system is connected to the internet.
 Step 2: Please ensure your internet working fine.
 Step 3: You BUSY should have proper right to access internet in antivirus.
 Step 4: Please ensure details entered in the email configuration are correct and test mail
 is going succesfully.
 Step 5:If you are using a Domain Gmail account enable Less Secure Apps in your Gmail
 account settings.
 Further for more clarification 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