Frequently Asked Questions

Solutions to common issues related to Notification ToolsEmail Configuration.

BUSY FAQ subcategory answers and support

Support

Step-by-step Answers

How can I check if the auto emailing of invoices to distributors is configured correctly?

To check if the auto email invoices to distributors is configured properly or not, you need to check these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Voucher Series Configuration and choose the voucher type.
Step 3: Choose the voucher series then click on Voucher Configuration. Here you will see an option called Send E-Mail After Saving.
Step 4: It should be Y and click on Configure and verify that the option Sent to Party is set to Y.
Further you can also create a test invoice and check the email option is appearing or not after save.

Why am I unable to see the email configuration settings for invoices in BUSY?

If you are unable to see the email configuration setting for invoices in BUSY then please follow the
given steps
Step 1: Make sure you are using standard of enterprise version because in Basic it is not
Available.
Step 2: Then please make sure log in with the super user.
Step 3: If loged in with sub user then reach out to your admin to give right of email
configuration.
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

Is there any issue in BUSY or internet connection while sending Email from BUSY?

To varify that where the issue either in Email configuration in BUSY or internet connection, you can check the following details mentioned below:
Step 1: Go to Administration then click on configuration.
Step 2: Then go to Email configuration and check if it is configured properly with correct smtp server and correcr email Id.
Step 3: Check if there is any antivirus in your system, then you have to exclude BUSY from that antivirus.
Step 4: Check after disabling window firewall from the control panel of your system.
Step 5: If the same problem exist then you have to check after chaging the internet connected on your system.

How to check and troubleshoot email configurations and server settings in BUSY ERP?

You can check and troubleshooting while doing email configuration 
Please follow the given steps
Step 1 Go on administration menu
Step 2 Click on configuration then email configuration
Step 3 Select here email sending option as per your email
Step 4 Fill the details in server configuration carefully
Step 5 Mention SMTP Server of email id you are using
Step 6 Mention port number as per email
Step 7 Click on Test Account Setting and check email sending or not
For example if you are configuring email through GMAIL ACCOUNT then use SMTP.GMAIL.COM as smtp server and PORT NUMBER 465 in port

What is the process for setting up email sending in BUSY?

The process for email settings 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 and Yahoo ID.

I have pasted the app password in BUSY but emails are still not sending . what could be the issue?

If you have pasted the app password in BUSY but still emails are not sending then please follow
the given steps
Step 1: Re check the details you have entered in the email configuration are correctly entered.
Step 2: Re generate the app password and paste it again.
Step 3: Make sure internet connected and working fine.
Step 4: Give full access to the BUSY in the antivirus through firewall setting.
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

Adding customer/Account /Party email IDs to their accounts for direct emailing in BUSY and Email Configuration option not being visible?

If you are unable to find the email option it indicates that you are using BUSY basic model. To know the model 
follow the steps.
Step 1. Open BUSY software then you will get an pop -up window for security checking. In this pop-up you will
know the model of BUSY. If your BUSY model is basic model then there is no provision for email configuration.
Step 2. Then upgrade your basic model to standard or enterprise model. For upgrade your BUSY model then i am
transferrring your call to support executive. They will assist you accordingly.

I need to email the chalan and e-way bill to my customer. How can I do this from the software?

To send email the challan from BUSY, follow these steps:
Step 1: Go to transaction then choose Material issue to party voucher type.
Step 2: Click on Modify and access the required invoice in modify mode.
Step 3: Press ALT+M to initiate the email command and then select the desired format for sending the email.
Step 4: Specify the recipient's email address in the To field and click on the Send button to dispatch the email.
BUSY does not provide a direct provision to send E way bills through email. If you need to send an E way bill via email, you have to do it manually.

Why am I getting an error message when trying to connect BUSY to my email account?

To fix the issue of not being able to access your email account through BUSY, you can try the following steps:
Step:1 Check your internet connection to ensure it is stable.
Step:2. Verify that your email account credentials (username and password) are correct.
Step:3. Make sure that your email account is properly configured in the software.
Step:4. Check if there are any firewall or antivirus settings blocking the software's access to your email account.
Step:5. Restart the software and try accessing your email account again.
If the issue persists, it is recommended to contact BUSY customer support for further assistance.

System requirements for smooth functioning of BUSY for tasks like WhatsApp, SMS, and emails.

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.
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