Frequently Asked
Questions
Find Solutions to Common Issues Related to notification-tools - whatsapp
I am unable to send PDFs or files through WhatsApp. What could be causing this issue?
If you are encountering difficulties sending PDFs or files via WhatsApp, consider the following steps
Step 1. Go to the Administration menu.
Step 2. Then click on Configuration.
Step 3. Now Select the SMS API Configuration option.
Step 4. Add New format to send the messages on Whatsapp from BUSY.
Step 5. Then click on Upload PDF option.
Step 6. Now Input the WhatsApp API into the SMS API field. For API you can use whatsapp.//send?phone=phoneNo&text=message
Step 7. Then Change the parameter name of MOBILE field as phoneNo and MESSAGE field as message. These value are case
sensitive.
Step 8. Click to save button then After configuring Whatsapp API settings when you save the sales invoice BUSY will prompt
you to send the sms. Click the Yes button to proceed with sending the sms on whatsapp with the link of PDF file.
Note- Recipients Mobile number should be entered in the Party Master.
I want to send invoices via WhatsApp from BUSY. What is the process to enable this?
If you are encountering difficulties sending PDFs or files via WhatsApp, consider the following steps
Step 1. Go to the Administration menu.
Step 2. Then click on Configuration.
Step 3. Now Select the SMS API Configuration option.
Step 4. Add New format to send the messages on Whatsapp from BUSY.
Step 5. Then click on Upload PDF option.
Step 6. Now Input the WhatsApp API into the SMS API field. For API you can use whatsapp.//send?phone=phoneNo&text=message
Step 7. Then Change the parameter name of MOBILE field as phoneNo and MESSAGE field as message. These value are case
sensitive.
Step 8. Click to save button then After configuring Whatsapp API settings when you save the sales invoice BUSY will prompt
you to send the sms. Click the Yes button to proceed with sending the sms on whatsapp with the link of PDF file.
Note- Recipients Mobile number should be entered in the Party Master.
How can I send WhatsApp messages to clients directly from BUSY, as I am currently unable to do so?
WhatsApp integration in BUSY allows you to communicate with clients and customers more efficiently. If you encounter issues with WhatsApp integration after installation and configuration, here are some troubleshooting steps to resolve the problems:
Step 1 : Check the Whatsapp API Configuration .
Step 2 : Check theYoutubeLink of Whatsapp App Configuration - https://www.youtube.com/watch?reload=9&v=y7S4R26Tvgw
Step 3 : Ensure that your computer meets the system requirements for the WhatsApp integration feature in BUSY.
Step 4 ; Make sure you have a WhatsApp Business account set up and verified.
Step 5 : Double-check the integration settings within BUSY.
Step 6 ; Ensure that your computer has an active and stable internet connection
Step 7 : Check if your firewall or security software is blocking the connection to WhatsApp's servers.
Step 8 : If possible, try configuring the WhatsApp integration on a different computer or device to see if the issue persists.
Troubleshooting WhatsApp integration issues in BUSY after installation and configuration.
WhatsApp integration in BUSY allows you to communicate with clients and customers more efficiently. If you encounter issues with WhatsApp integration after installation and configuration, here are some troubleshooting steps to resolve the problems:
Step 1 : Check the Whatsapp API Configuration .
Step 2 : Check theYoutubeLink of Whatsapp App Configuration - https://www.youtube.com/watch?reload=9&v=y7S4R26Tvgw
Step 3 : Ensure that your computer meets the system requirements for the WhatsApp integration feature in BUSY.
Step 4 ; Make sure you have a WhatsApp Business account set up and verified.
Step 5 : Double-check the integration settings within BUSY.
Step 6 ; Ensure that your computer has an active and stable internet connection
Step 7 : Check if your firewall or security software is blocking the connection to WhatsApp's servers.
Step 8 : If 6ossible, try configuring the WhatsApp integration on a different computer or device to see if the issue persists.
How do I send bills or payment reminders via WhatsApp to clients?
To send Bills and payment on whstapps from BUSY you have to make sure that SMS API is configure and whatsapp has install on your system and then you have to follow some steps :
Step 1: Open your voucher and click on SMS Option
Step 2: Now select your invoice format and select the format for whatsapp
Step 3: Now enter the client whatsapp no. and send invoice.
Steps to be followed to send Payment Reminder :
Step 1: Go to Print,Emmail and SMS Option and click on outstanding Analysis
Step 2: Now select the payment reminder and then select the option for which payment reminder letter will show.
Step 3: Now click for select for account name for which payment remind will print or send and then enter the period.
Step 4: Now click on SMS Option and select the whatsapp format and enter whatsapp no. and send payment reminder
How can I customize the email body or WhatsApp message while sending invoices or bills to customers from BUSY?
In BUSY, there is no option available to configure Email Body further you can Pre define header or footer, you need to follow these steps:
Step 1: Go to administration then click on configuration tab
Step 2: Select Email configuration then define header and footer as per requirement and save the configuration.
To customize whatsapp sms in BUSY follow these steps:
Step 1: Go to administration then click on Configuration
Step 2: Click on invoice document printing advance and select sales option
Step 3: After select sales, click on Add format and create the format.
Step 4: Now select the newly created format and configure the sms format through HTML coding and save the configuration.
Note- The format designing process is chargeable. For assistance, please feel free to contact our 24/7 customer support helpline at 8282828282 or reach out to your local channel partner.
I want to share large PDF files to customers via WhatsApp. How can I integrate WhatsApp to directly share PDFs from BUSY?
To share PDFs from BUSY through WhatsApp, please follow the below steps:
Step 1: Go to Administration Menu
Step 2: Click on configuration option
Step 3: Press enter on SMS API Configuration
Step 4: Click on Add New Format and then enter format
Step 5: Tick upload PDF and enter whatsapp://send?phone=phoneno&text=message in SMS api box
Step 6: Enter phoneno in mobile field & message in message field (enter both details same as mentioned in steps)
Step 7: Save the configuration and login your Desktop whtaspp application
Step 8: Open the voucher and click on SMS button or press alt+s on the voucher.
Step 9: Select the standard format and enter the recipient's number/BUSY auto picked from item master if you entered and send.
Alternatively, you can use the BUSY BNS notification app to receive a notification and share the PDF from there.
Note : WhatsApp feature works on Windows 10 and above
How do I send the invoice to my client?
To send an invoice to your client using BUSY you can use Whatsapp, Email, and Export in PDF option.
Below are the steps to use it:-
Step 1: If you want to use the WhatsApp feature you have to contact to customer support number i.e 8282828282 to update the WhatsApp API in the SMS configuration option.
Step 2: For Email, you have to go Administration menu then click on Email Configuration configure your Email ID and Server name, port there, and create an app password from the Manage your Google account option under Email.
Step 3: For normal Export in PDF you have to open the Sale Invoice then click on the export option from there click on the PDF option and export it in the Desired location in Desktop then from there you can share that PDF with your client.
I'm unable to send WhatsApp messages with invoices from BUSY. How can I resolve this issue?
If you're having trouble sending invoices via WhatsApp from BUSY, try these steps to fix the issue:
Step 1: Check that your computer or device is connected to the internet. You need a good internet connection to send messages.
Step 2: Make sure you have the latest version of WhatsApp for Windows installed on your device.
Step 3: Ensure that your BUSY is up to date.
Step 4: Double-check that the correct WhatsApp API is updated in your SMS configuration.
Step 5: If you're using an older version of Windows, like Windows 7 or 8, WhatsApp may not work correctly. Consider using Windows 10 or 11, which are more compatible.
By following these steps, you should be able to resolve the issue and send invoices via WhatsApp from BUSY.
How to resolve the error of a link being expired when opening a billing link sent via SMS in BUSY?
If the link of the invoice sent by BUSY shows as expired, you should update your BUSY software release and check again.
To update BUSY release follow the below steps:
Step 1: Open the BUSY application
Step 2: Click on Company menu then select the Check BUSY update option from it
Step 3: Now specify the path to download the update setups then click on Download updates tab. Two setup files will appear in specified path.
Step 4: Afterward, go to the location where the setup file was downloaded, and install both the product and statutory setup individually in the same drive and folder where BUSY is installed.
Step 5: After the installation, your BUSY software will be updated.
Note: Take latest backup of your all data before upgrading.
