Frequently Asked
Questions
Find Solutions to Common Issues Related to notification-tools - email configuration
Why are my bills printing instead of emailing properly in BUSY?
If you are not able to send email from BUSY,possible reasons are given
Step 1: Go to administration and then click on Configuration
Step 2: Then click on E mail configuration option
Step 3: Choose the email sending option.
Step 1: Select Send Directly option if you want to send...
Why do my BUSY email settings reset after an update to the software? How can I prevent this from happening?
The BUSY email settings may reset after a software update due to the update process overriding the previous settings. To prevent this from happening, it is recommended to backup your email settings before performing the software update. This way, you can restore the settings after the update is complete. Additionally,...
What should I do if I'm unable to connect to the BUSY server, encountering error code ?
Error code 114 in BUSY typically indicates a problem with the software's connection to the server. To resolve this issue and successfully connect to the server, you can try the following troubleshooting steps:
Step 1 : Ensure that your computer has a stable and active internet connection.
Step 2 :...
Troubleshooting steps for resolving issues with specific tasks in BUSY and ensuring proper functionality?
To troubleshoot and resolve issues with specific tasks in BUSY and ensure proper functionality, follow these steps:
1. Check settings and configurations: Verify that the software is properly configured and all settings are correct.
2. Update software: Make sure you have the latest version of BUSY installed. Update if necessary.
...
Email configuration required in BUSY
To configure email in BUSY you need to follow the steps
1 Open company in BUSY where you want to configure email
2 Go to administration menu and click on configuration then click on
email configuration
3 Go to email sending option and select directly and on read report as ...
Why is the accounting software not sending emails to my customers?
If your accounting software is not sending emails to your customers as expected, there could be various reasons for this issue. To troubleshoot and address the problem, consider the following potential causes and solutions:
Step 1 : Double-check and ensure that your email settings, including the SMTP server, port, and authentication credentials (username and password), are correctly configured in the accounting software.
Step 2 : Verify that your computer has a stable and active internet connection. Slow or intermittent connections can lead to email delivery problems.
Step 3 :Check the SMTP server settings within your accounting software and confirm that they are accurate and allow for sending emails.
Step 4 : Verify that the email account credentials (username and password) are accurate.
Step 5 ; Check the size of the email attachment you are trying to send. If it exceeds the attachment size limit, consider compressing the file or using a file-sharing service.
Step 6 :Temporarily disable your firewall or security software to see if it's causing the issue.
Step 7 : Ask your customers to check their spam or junk folders for the emails. Advise them to mark emails from your domain as Not Spam to improve email deliverability.
Enabling the option to attach PDFs to emails in BUSY and the settings required for it?
To enable the option to attach PDFs to emails in BUSY, you need to go to the Administration section and select Configuration. From there, navigate to the Email Configuration settings. In the Email Configuration settings, you will find an option to enable the attachment of PDFs to emails. Simply check the box to enable this feature.If you want to email invoices from BUSY, you can follow these steps:
To configure email settings in BUSY to send emails,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."
Step 1: 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."
After changed email password i unable to send email from BUSY even i entered new password in email configuration still showing error wrong user name / password
We have to create app password for BUSY if you changed password of your email id.
for creating app password should follow these steps.
open gmail id on chrome
step 1. Click on the email profile iqon in upper right side
step 2. Click on manage your google account option
step 3. Then click on security option
step 4. Then go to 2-step verification and turn on this option.
Step 5. Go to app password which will appear at the bottom of the page of 2-step verification
Step 6. Fill app name BUSY then click on create option
Step 7. Select the password which appear in a window,copy and paste in BUSY sofware email configuration in password option.
And to Send the invoices you can follow the steps
Step 1. Go to transaction menu click
Step 2. Select that voucher which you want to send then click
Step 3. click on modify option then voucher will open in modify mode
Step 4. Select email option
Step 5. Select the format
Step 6. click on email
Step 7. fill email id of party
Step 8. click on send or you can check after click on test account settings.
I want the emails I send through BUSY to be permanently saved. How can I do that?
To permanently save the emails you send through BUSY, you can configure your email settings to automatically save a copy of each sent email. This can usually be done by accessing the email settings or preferences within the software and enabling the option to save sent emails. Please refer to the software's documentation or contact their customer support for specific instructions on how to set this up in BUSY.
Step 2. Select Email Configuration from the options.
Step 3. Enter your email address and password in the provided fields.
Step 4. Choose the email service provider you are using (e.g., Gmail, Outlook).
Step 5. Enter the SMTP server and port details for your email provider. You can find these details in the email settings of your email account.
Step 6. Enable SSL/TLS encryption if required by your email provider.
Step 7. Save the settings and test the email configuration by sending a test email.
The SMTP option is not available when selecting Send through Microsoft Outlook in BUSY's email configuration because the email will be sent automatically through the Outlook ID that is open on the system, without the need for SMTP server configuration.
Why don't I have the option to customize and schedule payment reminder emails in BUSY?
In BUSY, there's no automatic way to schedule payment reminders, but you can send
them manually. To send a payment reminder, follow these steps:
Make sure you've set up your email correctly in BUSY's email settings.
Step 1. Go to Administration menu then click on Configuration option
Step 2. Now Click on Letter text Configuration option and select Payment reminder option.
Step 3. Now click on Add format to create a new format for sending payment reminder
Step 4. Mention the name of the format and click the Save button to keep the format name.
Step 5. Expand the Payment reminder option and choose the format you just created.
Step 6. Click on the Header button and set it up the way you want. After that, save the format.
Step 7. Go to the Print Email SMS menu and select Outstanding Analysis.
Step 8. Then choose Payment reminder and pick options like Due bills or Balance only.
Step 9. Decide whether you're sending it to one specific party or to everyone. Select the
format you created earlier, and click the Email button to send the payment reminder to
the chosen account.