Frequently Asked
Questions
Find Solutions to Common Issues Related to notification-tools - email configuration
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...
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 :...
How do I add multiple email accounts to send emails from in BUSY?
If you want to add multiple email accounts to send email from BUSY then follow these steps.
Step 1. Go to Administration
Step 2. Then click on Utilities option
Step 3. Then Click on Send Email Option to send PDF files from BUSY
Step 4. Afterward you need to select...
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...
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.
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
option select pdf attachment
4 on server configuration option in SMTP option type smtp.gmail.com
then on user name option type your gmail id
5 Open Gmail in computer and click on account setting and click on security
6 Enable two step verification if not enabled then go to search option and type
app password and open it
7 select app name as other and type BUSY then click on generate
8 while open the password by gmail copy it and paste it in BUSY email settings
password box and set the port 465
9 on senders information box type your company name on From option and on
reply to option type your other mail where you want a reply after send mail
10 click on test account setting and check it must come the notification as email send
successfully then save the setting and mail your documents as per your requirement
How do I attach multiple PDF files while emailing invoices from BUSY?
To send multiple PDF files from BUSY, you can follow these steps
You need to ensure that you have configured your email account properly in BUSY.
Step 1. Go to Administration
Step 2. Then click on Utilities option
Step 3. Then Click on Send Email Option to send multiple PDF files from BUSY
Step 4. Afterward you need to select one account or a group of accounts from the Send Email To options
Step 5. After that If you have chosen the one account option, you will need to select the account name that you want to send
the email to.
Step 6. Then select body type as PDF Attachment
Step 7. The recipient's email account will be automatically selected from the chosen account name. However, if it has not been
defined in the account master, you will need to manually type it in the "To" section
Step 8. Now Define CC and BCC email account in next section.
Step 9. Define your subject line according to your need.
Step 10. Then click on the attachment folder to attach multiple files,
Step 11. Now click on the send button to send the email.
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 mails directly through the Server Configurations specified in the Email Configuration option itself.
Step 2: Select the Report type to be send through mail
Step 3: Mention the SMTP server in server configuration
Step 4: Then mention the mail id in user name field
Step 5: Then create the Password for BUSY from mail and mention in password field
Step 6: Define the sender information with From and reply to mail id
Step 7: Click on test account setting to check the outgoing server information is correct or not and save the configuration.
Step 8:If any changes made in email used in BUSY,you need to generate app password again on email and then enter in BUSY
Step 9:Also check internet connection is stable and reciever's Email id is correct and proceed
SMTP server
Emails Port
Gmail : Smtp.gmail.com 465/587
Outlook : Smtp.live.com 587
Yahoo : Smtp.mail.yahoo.com 465
Hotmail : smtp.office365.com 587
Zoho Mail : smtp.zoho.com 465
Rediffmail : smtp.rediffmail.com 25
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.
