Frequently Asked
Questions

Find Solutions to Common Issues Related to notification-tools - whatsapp

FAQs

How do I enable WhatsApp integration for sending PDF invoices, and why am I only seeing links instead of PDFs?

To enable WhatsApp integration for sending PDF invoices in BUSY, you need to download the desktop version of BUSY. Then, go to the SMS Configuration and create a new format, selecting WhatsApp as the channel. Enter the WhatsApp number where the invoice has to be sent as pdf, and click on Send SMS to send the invoice. 
Please note that the invoices will be sent as links, not as PDFs. when you click on link it will open the pdf format file

How do I send SMS messages with invoice links directly to customers from BUSY?

To configure BUSY to send PDF invoices directly to customers via WhatsApp, you need to follow these Steps:
Step 1 : Download the desktop version of .
Step 2 : CLick on administration
Step 3 :configuration
Step 4 : SMS Configuration and create a new format.
Step 5 : Select WhatsApp as the channel.
Step 6 : Enter the WhatsApp number where the invoice has to be sent. This will pull the number from the Account Master.
Step 7 : Click on Send SMS to send the invoice link.

I am unable to receive a WhatsApp invitation. How can I fix this?

To fix the issue of not receiving a WhatsApp invitation, you can try the following steps:
 1. Check your internet connection and ensure it is stable.
 2. Make sure you have the latest version of WhatsApp installed on your device.
 3. Verify that your phone number is correctly registered with WhatsApp.
 4. Check your WhatsApp notification settings and ensure that notifications are enabled.
 5. Restart your device and try again.
 If the issue persists, you can contact WhatsApp support for further assistance.

How can I enable WhatsApp integration for sending PDF invoices from BUSY?

To enable WhatsApp integration for sending PDF invoices from BUSY, you need to follow these Steps:
Step Step 1 : Download the desktop version of BUSY.
Step Step 2 : Go to SMS Configuration and create a new format.
Step Step 3 : Select WhatsApp as the channel.
Step Step 4 : Enter the WhatsApp number where the invoice has to be sent. This will pull the number from the Account Master.
Step Step 5 : Click on Send SMS to send the invoice in pdf format.

Enabling WhatsApp integration on the desktop version of BUSY: step-by-step process.

To enable sending WhatsApp messages through your accounting software, you need to follow these steps:
 Step 1: Download the Whatsapp Web from Google Chrome whatsapp web will work on windows 8 or above
 Step 2 : Click on administration
 Step 3 : configuration
 Step 4 : SMS configuration
 Step 5 : Select WhatsApp as the channel.
 Step 6 : Enter the WhatsApp number where the message has to be sent.
 Step 7 : Click on Send SMS to send the message.

why am i unable to find the send email or whatsapp after saving the sale invoice in BUSY?

To configure for send whatsapp or email after saving sales invoice follow these steps:
 Step 1: Go to administration then click on configuration
 Step 2: Select the Voucher series configuration and click on Sales tab
 Step 3: After click on sales tab ,select the requires voucher series and then choose voucher configuration tab that appears in right side of the screen.
 Step 4: Specify Y to enable Send SMS after saving and Send Email after saving option and save the configuration.

I want to send PDF invoices directly to customers via WhatsApp. How can I configure this in BUSY?

To configure BUSY to send PDF invoices directly to customers via WhatsApp, you need to follow these Steps:
Step 1 : Download the desktop version of .
Step 2 : CLick on administration
Step 3 :configuration
Step 4 : SMS Configuration and create a new format.
Step 5 : Select WhatsApp as the channel.
Step 6 : Enter the WhatsApp number where the invoice has to be sent. This will pull the number from the Account Master.
Step 7 : Click on Send SMS to send the invoice.

How can I customize the WhatsApp message template in BUSY?

To customize whatsapp message template in BUSY,you need to follow :
 Step 1 : CLick on administration
 Step 2 : Configuration
 Step 3 : Invoice/document printing
 Step 4 : Advanced
 Step 5 : Select voucher type
 Step 6 : Select format or can add new to edit or to customize invoice temple
 OR 
 Also you can contact to our support helpline no i.e. 8282828282 or 40964096 or also can email us at support@busy.in that will be customize on chargeable basis"

How can I send bills to WhatsApp from BUSY?

To configure BUSY to send PDF invoices directly to customers via WhatsApp, you need to follow these Steps:
Step 1 : Download the desktop version of BUSY
Step 2 : CLick on administration
Step 3 :configuration
Step 4 : SMS Configuration and create a new format.
Step 5 : Select WhatsApp as the channel.
Step 6 : Enter the WhatsApp number where the invoice has to be sent. This will pull the number from the Account Master.
Step 7 : Click on Send SMS to send the invoice.

Troubleshooting non-functional WhatsApp link in BUSY: steps to resolve.

To troubleshoot a non-functional WhatsApp link in BUSY, follow these steps:
 1. Check the internet connection to ensure it is stable.
 2. Verify that the WhatsApp integration feature is enabled in the software settings.
 3. Confirm that the correct WhatsApp number is entered for sending invoices.
 4. Make sure the WhatsApp application is installed and updated on the device.
 5. Restart the BUSY and try linking WhatsApp again.
 6. If the issue persists, contact BUSY customer support for further assistance.