Frequently Asked Questions

Solutions to common issues related to Notification ToolsEmail Configuration.

BUSY FAQ subcategory answers and support

Support

Step-by-step Answers

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 .

How can I enable the auto-email feature for invoices in BUSY if they're not being emailed automatically?

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.

I want to send emails from BUSY using my Gmail ID. What configuration steps are needed?

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.

How do I configure email in BUSY to start sending emails?

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.

How to resolve mail configuration issues preventing sending/receiving emails in BUSY?

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.

I want to update my email account credentials but i am concerned about causing issues. What are the best practices to follow?

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

What steps can I take if the email test fails despite entering the right SMTP details in BUSY?

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.

I'm having trouble sending SMS and email from BUSY after generating bills. How can I fix this issue?

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.

Resolving authentication failed errors when sending emails from the BUSY Account email address in BUSY?

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

Setting up two-factor auth for sending emails in BUSY. What's the process?

We need to the two step verification for generating the app password from sending the emails from BUSY.

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.
Trusted by Industry Leaders

Ready to scale your business?

Join 6,00,000+ growing businesses who trust Busy for their financial management. Experience the power of professional accounting in the palm of your hand.

Start Free Trial
No Credit Card Required