Frequently Asked
Questions

Q: I am unable to sign the e-invoice PDF. How can I sign and send the e-invoice to the customer?

To sign and send the e-invoice PDF, you can follow these steps: 1. Export the e-invoice from BUSY as a PDF. 2. Open the exported PDF on your computer. 3. Use a digital signature tool or software to digitally sign the PDF. 4. Save the signed PDF. 5. Send the signed e-invoice PDF to the customer via email or any other preferred method.

Q: How can I restrict the email IDs that can be used when sending emails from my account in BUSY?

If you want to restrict the email that can be used when sending emails from BUSY then sorry there is no specific feature to restrict the email that can be used for email in BUSY. 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

Q: Why am I unable to see the email option in BUSY? How do I enable it?

If you can't find the email option in your BUSY it indicates that you are using the basic model of BUSY, which doesn't include email configuration. To enable this feature, you need to upgrade your BUSY model from basic to standard or enterprise. I will now transfer your call to a support executive who will assist you with the upgrade process.

Q: My invoices are not getting emailed automatically. What settings do I change for that?

To enable the automatic email generation for invoices in BUSY you need to check the email configuration setting follow the below mentioned steps : Step 1: Go to Administration and then Configuration Step 2: Click on Email configuration and entered the SMTP server name mail Id and App password Step 3: In Voucher series configuration enable Send Email after saving and configure thta option

Q: My emails are not automatically syncing to my local system, despite email sync being configured. What settings should I check?

If your emails are not automatically syncing to your local system, despite email sync being configured, you should check the email configuration settings in BUSY. Make sure that the email server settings, such as the SMTP server address, port number, username, and password, are entered correctly. Additionally, check if there are any firewall or antivirus settings that may be blocking the email sync.

Q: I want to email invoices with the new GST format in BUSY. How can I do this?

To email invoices with new GST format from BUSY, you need to follow these steps: Step 1: Open the invoice that you want to send and click on the Email button or press ALT+M. Step 2: Select the Format for sending E-Mail from the dropdown list. Step 3: Next, enter the receipient’s email address in the To field and click on Send.

Q: I want to change my email password in BUSY, but it is not updating. How can I update credentials?

Please follow below mention steps for generating password from email for BUSY:- Step 1:- Login Email Step 2:- Settings Step 3:- All settings Step 4:- Other google account settings Step 5:- Securities, generate password for app select other and enter BUSY and then generate password copy and paste password in BUSY email configration. Enter SMTP server details email ID and generated password.

Q: I purchased the WhatsApp API in BUSY, but documents aren't being sent. How can I fix this?

If you have purchased the WhatsApp API in BUSY but documents are not being sent, you may need to check the configuration settings. Ensure that you have downloaded the WhatsApp desktop version and follow the steps provided by the agent to configure the integration correctly. If the issue persists, you may need to contact the dealer or support team for further assistance.

Q: I'm having trouble attaching a file in an email when using BUSY. What should I do?

If you are having trouble attaching a file in an email when using BUSY, you can try the following steps: Step 1: Verify that you have the necessary permissions to access and attach files in BUSY. Step 2: Exclude BUSY from antivirus and allow from firewall. Step 3: Check if can not attach pdf then also exclude pdf extension from antivirus

Q: How can I troubleshoot issues with saving invoices to Google Drive from BUSY?

To troubleshoot issues with saving invoices to Google Drive from BUSY, you can try the following steps: Step 1: In BUSY Agent, Enable the Google drive option. Step 2: Mention the Email ID for authentication. Step 3: Specify the Folder path on Server.Make sure you have enabled the feature to save BUSY invoices directly to your Google Drive in the software settings.

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

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License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

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Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

I am unable to sign the e-invoice PDF. How can I sign and send the e-invoice to the customer?

To sign and send the e-invoice PDF, you can follow these steps:
 1. Export the e-invoice from BUSY as a PDF.
 2. Open the exported PDF on your computer.
 3. Use a digital signature tool or software to digitally sign the PDF.
 4. Save the signed PDF.
 5. Send the signed e-invoice PDF to the customer via email or any other preferred method.

How can I restrict the email IDs that can be used when sending emails from my account in BUSY?

If you want to restrict the email that can be used when sending emails from BUSY then
 sorry there is no specific feature to restrict the email that can be used for email in BUSY.
 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

Why am I unable to see the email option in BUSY? How do I enable it?

If you can't find the email option in your BUSY it indicates that you are using the basic model of BUSY, which 
 doesn't include email configuration. To enable this feature, you need to upgrade your BUSY model from basic 
 to standard or enterprise. I will now transfer your call to a support executive who will assist you with the 
 upgrade process.

My invoices are not getting emailed automatically. What settings do I change for that?

To enable the automatic email generation for invoices in BUSY you need to check the email configuration setting follow the below mentioned steps : 
Step 1: Go to Administration and then Configuration 
Step 2: Click on Email configuration and entered the SMTP server name mail Id and App password 
Step 3: In Voucher series configuration enable Send Email after saving and configure thta option

My emails are not automatically syncing to my local system, despite email sync being configured. What settings should I check?

If your emails are not automatically syncing to your local system, despite email sync being configured, you should check the email configuration settings in BUSY. Make sure that the email server settings, such as the SMTP server address, port number, username, and password, are entered correctly. Additionally, check if there are any firewall or antivirus settings that may be blocking the email sync.

I want to email invoices with the new GST format in BUSY. How can I do this?

To email invoices with new GST format from BUSY, you need to follow these steps:
 Step 1: Open the invoice that you want to send and click on the Email button or press ALT+M. 
 Step 2: Select the Format for sending E-Mail from the dropdown list.
 Step 3: Next, enter the receipient’s email address in the To field and click on Send.

I want to change my email password in BUSY, but it is not updating. How can I update credentials?

Please follow below mention steps for generating password from email for BUSY:-
 Step 1:- Login Email
 Step 2:- Settings
 Step 3:- All settings
 Step 4:- Other google account settings
 Step 5:- Securities, generate password for app select other and enter BUSY and then generate password copy and paste password in BUSY email configration. Enter SMTP server details email ID and generated password.

I purchased the WhatsApp API in BUSY, but documents aren't being sent. How can I fix this?

If you have purchased the WhatsApp API in BUSY but documents are not being sent, you may need to check the configuration settings. Ensure that you have downloaded the WhatsApp desktop version and follow the steps provided by the agent to configure the integration correctly. If the issue persists, you may need to contact the dealer or support team for further assistance.

I'm having trouble attaching a file in an email when using BUSY. What should I do?

If you are having trouble attaching a file in an email when using BUSY, you can try the following steps:
 Step 1: Verify that you have the necessary permissions to access and attach files in BUSY.
 Step 2: Exclude BUSY from antivirus and allow from firewall.
 Step 3: Check if can not attach pdf then also exclude pdf extension from antivirus

How can I troubleshoot issues with saving invoices to Google Drive from BUSY?

To troubleshoot issues with saving invoices to Google Drive from BUSY, you can try the following steps:
 Step 1: In BUSY Agent, Enable the Google drive option.
 Step 2: Mention the Email ID for authentication.
 Step 3: Specify the Folder path on Server.Make sure you have enabled the feature to save BUSY invoices directly to your Google Drive in the software settings.

Frequently AskedQuestions