Frequently Asked Questions

To email configuration in BUSY,below are the steps to follow:- 
Step 1: Go to administration menu then select configuration option. 
Step 2: Then select email configuration now mention the smtp server name, email id in username, app password generated thourgh gmail id. 
Step 3: Then mention the your name in from and mention your mail id in reply to option then click on save button. 
Step 4: Go to Transaction and Modify then open the voucher click on the mail option and mention the customer's mail ID if you have mentioned the mail ID in party master it'll pick from there then click on the Send option.

To configure BUSY to email invoices directly when printing, you typically need to set up email preferences within the software. Here are the general steps to do this:
 Step 1: To print an invoice from BUSY, you need to open the invoice and click on the Print button or press ALT+P. Then, you need to select your format and printer driver and click on print.
 Step 2: To email an invoice from BUSY, you need to open the invoice and click on the Email button or press ALT+M. Then, you need to select your format and enter the email id of the recipient and click on send.

Here are some general system requirements and steps to consider when integrating WhatsApp with accounting software:
 Step 1 : To integrate WhatsApp with BUSY, you may need to develop a custom solution.
 Step 2 :If you plan to integrate WhatsApp for business purposes, you might need access to the WhatsApp Business API, which is different from the standard WhatsApp application. 
 Step 3 : To set up a custom integration, you may need a server to host the integration code. 
 Step 4 ;Ensure that the integration complies with data privacy and security regulations, as accounting data often contains sensitive financial information. 
 Step 5 :

Process for sighning and finalizing an invoice before emailing it to a client in BUSY
 Accounting Software Please follow given steps
 Step 1: Make sure Digital signature must be installed and configured in BUSY.
 Step 2: Select transaction then sale option and select list from dropdown.
 Step 3: Select voucher which you want to sign and email from the list
 Step 4: Then press email button then turn apply digital signature on and Press email button
 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

You can configure the Email 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 the 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 ,Yahoo ID and Outlook.

To print or email a created bill from BUSY, you need to follow these steps:
Step 1: Go to the Transaction menu and choose the voucher type that you want to print or email, such as Sales, Purchase, etc.
Step 2: Click on Modify and open the voucher.
Step 3: Click on Print button or press ALT+P and select the format then print
Step 4: Click on Email button or press ALT+M and enter the receipient id in To field the send.
Step 5: You can open the voucher from the voucher list or from the releated ledger.
Please ensure that email configuration is done in your company before sending email.

If you want to test that you are able to send the email from BUSY then please
 follow the given steps
 Step 1: Go to the administration menu
 Step 2: Then configuration 
 Step 3: Then Email configuration
 Step 4: Enter the all required Field and then Click on the test account setting button
 Step 5: If it is showing sent succesfully then you are supposed to be able to send the mail
 from BUSY
 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 add multiple email account in BUSY then sorry there is no option to configure multiple
 account in email configuration further if you want to send email on multiple email then please 
 follow then given steps
 Step 1: Select the to field and enter the email address of receipient 
 Step 2: To add multiple email enter the semi colon between the mail and enter 
 Step 3: Then send.
 If still having 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

To configure the email header and sender name in BUSY, follow these steps:
 1. Open BUSY and go to the "Configuration" menu.
 2. Select "Email Configuration" from the options.
 3. In the Email Configuration window, click on the "Header/Footer" tab.
 4. Here, you can customize the email header by adding your desired text or logo.
 5. To change the sender name, go to the "Sender Details" tab.
 6. Enter the desired sender name in the "Name" field.
 7. Click on the "Save" button to apply the changes.
 By following these steps, you can customize the email header and sender name in BUSY.

To set up your gmail id in BUSY, follow these steps:
Step 1: Open your company then go to administration tab.
Step 2: Select configuration and click on email configuration.
Step 3: Click on send directly and choose send reports options as required.
Step 4: Specify smtp.gmail.com in SMTP Server then mention your gmail id in User Name.
Step 5: You need to create App Password from your google account. You can check our document available for how to create it.
Step 6: Now, click on Test Account Settings for sending a test mail then save the configuration. Now your BUSY is ready to send invoices or reports via email.