Frequently Asked Questions

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

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.

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.

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.

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.

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.

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.

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.

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.