Frequently Asked
Questions

Q: I need to email invoices to customers but am unable to create a proper PDF from BUSY. What can I do?

If you want to send invoices through email but unable to generate PDF then follow the steps below : 1. Make sure you have a PDF viewer in your system such as Adobe reader. 2. Please check that no more instances belongs to previous releases and versions of BUSY available in the control panel.

Q: How can I link my custom domain email to Gmail and then use it with BUSY for sending emails?

For configuration of custom domain mail id in BUSY user need check some pre-requisite. 1. Need to specify a valid smtp server name in email configuration. 2. Need to specify the port code and password in the BUSY email configuration. Other configuration would be same for custom domain mail id.

Q: I want to add a signature to all outgoing emails. How can I do this?

To add a signature to all outgoing emails in BUSY, you can go to the "Settings" or "Preferences" section of the software. Look for the option to customize your email signature and enter the desired text or image. Save the changes, and your signature will be automatically added to all outgoing emails.

Q: What are the best SMTP settings for consistent email sending from BUSY?

The best SMTP setting for consistent email sending depends on email specified in BUSY. Further check the mention SMTP server name and Port code as per different mail. Gmail : Smtp.gmail.com 465/587 outlook.com : 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

Q: Where is the two-step verification option for Google accounts during email setup?

"To enable two step verification in gmail account, you need to follow these steps: Step 1: Sign in you Gmail account. Step 2: Then Go to Google account settings Step 3: Now Click on secuity tab appear in left side of screen. Step 4: Enable two step verification from security tab."

Q: How do I attach files and send emails from the accounting software?

For attaching the files and sending email from BUSY need to follow given steps. Step:1 Go the administration menu select configuration option from it. Step:2 Then select email configuration option. Step:3 Navigate to the left end side send reports as option. Step:4 Select the attachement type from the given options.

Q: How do I change my password in BUSY?

Steps to follow for changing the password of users in BUSY accouting sotware. Step:1 Login with the admin user. Step:2 Go to administration option. Step:3 select users. Step:4 Modify the user whose password need to change. Step;5 Then mention the new password and save then cofiguration and restart company again.

Q: Enable Gmail two-step verification for BUSY?

To enable two step verification in gmail , you need to follow these steps: Step 1: Sign in you Gmail account. Step 2: Then Go to Google account settings Step 3: Now Click on secuity tab appear in left side of screen. Step 4: Enable two step verification from security tab.

Q: I need to include an RN or LR number in the email I'm generating but it causes an error. How can I fix this?

To generate the RN and LR number in email, you can create a format for email and define the LR and RN number in that if static or if it is variable then call voucher optional field in voucher and call this field in format and select that format while email.

Q: Can I enter the email ID of the customer in their party profile and automatically send emails to them?

Yes, you can enter the email ID of the customer in their party profile in BUSY and set it up to automatically send emails to them after saving the voucher.When you click on send email from voucher it will automatically pick the email id of party ot customer from party master.

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

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

I need to email invoices to customers but am unable to create a proper PDF from BUSY. What can I do?

If you want to send invoices through email but unable to generate PDF then follow the steps below :
1. Make sure you have a PDF viewer in your system such as Adobe reader.
2. Please check that no more instances belongs to previous releases and versions of BUSY available in the control panel.

How can I link my custom domain email to Gmail and then use it with BUSY for sending emails?

For configuration of custom domain mail id in BUSY user need check some pre-requisite.
 1. Need to specify a valid smtp server name in email configuration.
 2. Need to specify the port code and password in the BUSY email
 configuration.
 Other configuration would be same for custom domain mail id.

I want to add a signature to all outgoing emails. How can I do this?

To add a signature to all outgoing emails in BUSY, you can go to the "Settings" or "Preferences" section of the software. Look for the option to customize your email signature and enter the desired text or image. Save the changes, and your signature will be automatically added to all outgoing emails.

What are the best SMTP settings for consistent email sending from BUSY?

The best SMTP setting for consistent email sending depends on email specified in BUSY. Further check the mention SMTP server name and Port code as per different mail.
 Gmail : Smtp.gmail.com 465/587
 outlook.com : 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

Where is the two-step verification option for Google accounts during email setup?

"To enable two step verification in gmail account, you need to follow these steps:
 Step 1: Sign in you Gmail account.
 Step 2: Then Go to Google account settings
 Step 3: Now Click on secuity tab appear in left side of screen.
 Step 4: Enable two step verification from security tab."

How do I attach files and send emails from the accounting software?

For attaching the files and sending email from BUSY need to follow given steps.
 Step:1 Go the administration menu select configuration option from it.
 Step:2 Then select email configuration option.
 Step:3 Navigate to the left end side send reports as option.
 Step:4 Select the attachement type from the given options.

How do I change my password in BUSY?

Steps to follow for changing the password of users in BUSY accouting sotware.
 Step:1 Login with the admin user.
 Step:2 Go to administration option.
 Step:3 select users.
 Step:4 Modify the user whose password need to change.
 Step;5 Then mention the new password and save then cofiguration and restart company again.

Enable Gmail two-step verification for BUSY?

To enable two step verification in gmail , you need to follow these steps:
 Step 1: Sign in you Gmail account.
 Step 2: Then Go to Google account settings
 Step 3: Now Click on secuity tab appear in left side of screen.
 Step 4: Enable two step verification from security tab.

I need to include an RN or LR number in the email I'm generating but it causes an error. How can I fix this?

To generate the RN and LR number in email, you can create a format for email and define the LR and RN number in that if static or if it is variable then call voucher optional field in voucher and call this field in format and select that format while email.

Can I enter the email ID of the customer in their party profile and automatically send emails to them?

Yes, you can enter the email ID of the customer in their party profile in BUSY and set it up to automatically send emails to them after saving the voucher.When you click on send email from voucher it will automatically pick the email id of party ot customer from party master.

Frequently AskedQuestions