Frequently Asked
Questions

Q: How do I link my Gmail account with BUSY?

In BUSY, you can send email directly to other parties, please follow Below Steps: Direct Through Outlook Click On Step 1: Administration Step 2: Configuration Step 3: Email Configuration Step 4: Send Through Mircosoft Outlook Through SMTP Server Click on Step 1: Administration Step 2: Configuration Step 3: Email Configuration Step 4: Mention smtp server in Server Configuration Step 5: Mention the Username & Password( App password, to be generated email securities option) Step 6: In Sender Details : a) From : Mention Company Name b) Reply To : Mention the same outlook ID Step 7: If required can mention Email Header & Footer & CC,BCC id for remember. Step 8: Click on Email option for Sending Vouchers & Reports.

Q: How can I email a report from BUSY?

To email a report from BUSY you can follow these given steps : Ensure that you have correctly configured your email settings in the BUSY email configuration. Step 1. Go to Display and click on the report which you wants to send it through email. Step 2. Now open the report and click on the Email button located at the top row of the report or press ALT+M. Step 3. In the To section, enter the email address or let BUSY automatically pick it if defined in the account master. Step 4. Now Click the Send button to send the report.

Q: How to email invoices automatically from BUSY?

In BUSY, you can send email directly to other parties, please follow Below Steps: Direct Through Outlook Click On Step 1: Administration Step 2: Configuration Step 3: Email Configuration Step 4: Send Through Mircosoft Outlook Through SMTP Server Click on Step 1: Administration Step 2: Configuration Step 3: Email Configuration Step 4: Mention smtp server in Server Configuration Step 5: Mention the Username & Password( App password, to be generated email securities option) Step 6: In Sender Details : a) From : Mention Company Name b) Reply To : Mention the same outlook ID Step 7: If required can mention Email Header & Footer & CC,BCC id for remember. Step 8: Click on Email option for Sending Vouchers & Reports.

Q: Can we send email from BUSY

In BUSY, you can send email directly to other parties, please follow Below Steps: Direct Through Outlook Click On Step 1: Administration Step 2: Configuration Step 3: Email Configuration Step 4: Send Through Mircosoft Outlook Through SMTP Server Click on Step 1: Administration Step 2: Configuration Step 3: Email Configuration Step 4: Mention smtp server in Server Configuration Step 5: Mention the Username & Password( App password, to be generated email securities option) Step 6: In Sender Details : a) From : Mention Company Name b) Reply To : Mention the same outlook ID Step 7: If required can mention Email Header & Footer & CC,BCC id for remember. Step 8: Click on Email option for Sending Vouchers & Reports.

Q: How can I add more text to the footer section of a voucher in BUSY?

In BUSY, you can add more text to the footer section by customize the invoice format through HTML coding by following the steps: Step 1: Go to Administration, then click on Configuration option. Step 2: Select Invoice/Document Printing and choose the Advance option. Step 3: Click on Sales voucher type and then select the required sales format. Step 4: Now,You can add more text in footer by through HTML coding Note- The format designing process is chargeable. For assistance, please feel free to contact our 24/7 customer support helpline at 8282828282 or reach out to your local channel partner

Q: Configuring email settings in BUSY and resolving any issues with the configuration process?

When facing issues with logging into an email account from within BUSY, you can follow these steps to troubleshoot and resolve the problem. Here's a general guide to help you with the process: 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.

Q: Steps to resolve issues with logging into the email account from within BUSY and where to check for configurations?

When facing issues with logging into an email account from within BUSY, you can follow these steps to troubleshoot and resolve the problem. Here's a general guide to help you with the process: 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.

Q: Is there a setting I need to enable to restore automatic PDF invoice emails in BUSY?

No such configuration to restore PDF from email in BUSY. Further you can export invoice in PDF. To export invoice in PDF, please follow below steps: Step 1: Open the invoice in modify mode that you want to export to PDF from BUSY. Step 2: Click on the Print button or press ALT+P on your keyboard to open the print window. Step 3: Select the printing format that you prefer and click on the Export button. Step 4: Choose PDF as the Data Format and select the location where you want to save the PDF file. Step 5: Click on the OK button to export your invoice to PDF.

Q: How to Resolving issues where the software does not allow sending emails even after configuring email settings in BUSY and troubleshooting the problem?

When software doesnot allow to send the email after the email configuration. Pls follow the below steps : Step 1: Make sure that you have done the email configuration properly in BUSY. Step 2: Go to the email configuration then click on test account settings option if the configuration are proper then it will show sent successfully. Step 3: Check the Internet connection should be proper. Step 4: In the email configuration, check by changing the port 465 ,571 and 25. Step 5: If the antivirus is blocking the BUSY application then exclude BUSY in the antivirus.

Q: I want to email an invoice directly to a customer from the software. How can I do this?

To email an invoice directly to a customer from the BUSY, you can follow these steps: Step1. Open the BUSY and go to the invoice section. Step2. Create or select the invoice you want to email. Step3. Look for the option to Email or Send the invoice. Step4. Click on that option and a new window or dialog box will appear. Step5. Enter the customer's email address in the filed Step6. Add a subject and any additional message if needed. Step7. Review the invoice and make sure all the details are correct. Step8. Click on the Send or Email button to send the invoice directly to the customer's email address.

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

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

How do I link my Gmail account with BUSY?

In BUSY, you can send email directly to other parties, please follow Below Steps:
Direct Through Outlook
Click On
Step 1: Administration
Step 2: Configuration
Step 3: Email Configuration
Step 4: Send Through Mircosoft Outlook
Through SMTP Server
Click on
Step 1: Administration
Step 2: Configuration
Step 3: Email Configuration
Step 4: Mention smtp server in Server Configuration
Step 5: Mention the Username & Password( App password, to be generated email securities option)
Step 6: In Sender Details : a) From : Mention Company Name
 b) Reply To : Mention the same outlook ID
Step 7: If required can mention Email Header & Footer & CC,BCC id for remember.
Step 8: Click on Email option for Sending Vouchers & Reports.

How can I email a report from BUSY?

To email a report from BUSY you can follow these given steps :
 Ensure that you have correctly configured your email settings in the BUSY email 
 configuration.
 Step 1. Go to Display and click on the report which you wants to send it through email.
 Step 2. Now open the report and click on the Email button located at the top row of the 
 report or press ALT+M.
 Step 3. In the To section, enter the email address or let BUSY automatically pick it if 
 defined in the account master.
 Step 4. Now Click the Send button to send the report.

How to email invoices automatically from BUSY?

In BUSY, you can send email directly to other parties, please follow Below Steps:
Direct Through Outlook
Click On
Step 1: Administration
Step 2: Configuration
Step 3: Email Configuration
Step 4: Send Through Mircosoft Outlook
Through SMTP Server
Click on
Step 1: Administration
Step 2: Configuration
Step 3: Email Configuration
Step 4: Mention smtp server in Server Configuration
Step 5: Mention the Username & Password( App password, to be generated email securities option)
Step 6: In Sender Details : a) From : Mention Company Name
 b) Reply To : Mention the same outlook ID
Step 7: If required can mention Email Header & Footer & CC,BCC id for remember.
Step 8: Click on Email option for Sending Vouchers & Reports.

Can we send email from BUSY

In BUSY, you can send email directly to other parties, please follow Below Steps:
Direct Through Outlook
Click On
Step 1: Administration
Step 2: Configuration
Step 3: Email Configuration
Step 4: Send Through Mircosoft Outlook
Through SMTP Server
Click on
Step 1: Administration
Step 2: Configuration
Step 3: Email Configuration
Step 4: Mention smtp server in Server Configuration
Step 5: Mention the Username & Password( App password, to be generated email securities option)
Step 6: In Sender Details : a) From : Mention Company Name
 b) Reply To : Mention the same outlook ID
Step 7: If required can mention Email Header & Footer & CC,BCC id for remember.
Step 8: Click on Email option for Sending Vouchers & Reports.

How can I add more text to the footer section of a voucher in BUSY?

In BUSY, you can add more text to the footer section by customize the invoice format through HTML coding by following the steps: 
 Step 1: Go to Administration, then click on Configuration option. 
 Step 2: Select Invoice/Document Printing and choose the Advance option. 
 Step 3: Click on Sales voucher type and then select the required sales format. 
 Step 4: Now,You can add more text in footer by through HTML coding 
 Note- The format designing process is chargeable. For assistance, please feel free to contact our 24/7 customer support helpline at 8282828282 or reach out to your local channel partner

Configuring email settings in BUSY and resolving any issues with the configuration process?

When facing issues with logging into an email account from within BUSY, you can follow these steps to troubleshoot and resolve the problem. Here's a general guide to help you with the process: 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.

Steps to resolve issues with logging into the email account from within BUSY and where to check for configurations?

When facing issues with logging into an email account from within BUSY, you can follow these steps to troubleshoot and resolve the problem. Here's a general guide to help you with the process:
 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.

Is there a setting I need to enable to restore automatic PDF invoice emails in BUSY?

No such configuration to restore PDF from email in BUSY. Further you can export invoice in PDF. To export invoice in PDF, please follow below steps:
Step 1: Open the invoice in modify mode that you want to export to PDF from BUSY.
Step 2: Click on the Print button or press ALT+P on your keyboard to open the print window.
Step 3: Select the printing format that you prefer and click on the Export button.
Step 4: Choose PDF as the Data Format and select the location where you want to save the PDF file.
Step 5: Click on the OK button to export your invoice to PDF.

How to Resolving issues where the software does not allow sending emails even after configuring email settings in BUSY and troubleshooting the problem?

When software doesnot allow to send the email after the email configuration.
 Pls follow the below steps : 
 Step 1: Make sure that you have done the email configuration properly in BUSY. 
 Step 2: Go to the email configuration then click on test account settings option if the configuration are proper then it will show sent successfully. 
 Step 3: Check the Internet connection should be proper. 
 Step 4: In the email configuration, check by changing the port 465 ,571 and 25. 
 Step 5: If the antivirus is blocking the BUSY application then exclude BUSY in the antivirus.

I want to email an invoice directly to a customer from the software. How can I do this?

To email an invoice directly to a customer from the BUSY, you can follow these steps:
Step1. Open the BUSY and go to the invoice section.
Step2. Create or select the invoice you want to email.
Step3. Look for the option to Email or Send the invoice.
Step4. Click on that option and a new window or dialog box will appear.
Step5. Enter the customer's email address in the filed
Step6. Add a subject and any additional message if needed.
Step7. Review the invoice and make sure all the details are correct.
Step8. Click on the Send or Email button to send the invoice directly to the customer's email address.

Frequently AskedQuestions