Frequently Asked
Questions
Find Solutions to Common Issues Related to notification-tools - whatsapp
How can I send a PDF directly to WhatsApp from BUSY?
For Sending PDFs directly to WhatsApp from BUSY you have to do WhatsApp integration.
and for it you have to contact from Authorised Channel partner about it on a chargeable basis Although
if you want to send link from BUSY to WhatsApp so below are the steps to follow:-
Step 1: For The WhatsApp option, you should have Windows 8 or above and WhatsApp Desktop
Version should be Installed in the Desktop.
Step 2: Open the company and click on the Administration menu then sub menu Configuration
Afterwards click on the SMS configuration option.
Step 3: The Whatsapp API is whatsapp://send?phone=phoneNo&text=message that you have to
mention in the SMS API option under the SMS Configuration.
Step 4: Go to Transaction and Modify then open the voucher click on the SMS option and mention
the customer's Whatsapp number if you have mentioned the Whatsapp number in party master it'll
pick from there then click on the Send option.
Step 5: Through this, the Customer will get the link in WhatsApp with a Text message.
How to send a WhatsApp message with a bill to the customer from BUSY?
You can share Invoices and reports with your customers in BUSY through WhatsApp Below are the
steps to follow:-
Step 1: For The WhatsApp option, you should have Windows 8 or above and WhatsApp Desktop
Version should be Installed in the Desktop.
Step 2: Open the company and click on the Administration menu then sub menu Configuration
Afterwards click on the SMS configuration option.
Step 3: The Whatsapp API is whatsapp://send?phone=phoneNo&text=message that you have to
mention in the SMS API option under the SMS Configuration.
Step 4: Go to Transaction and Modify then open the voucher click on the SMS option and mention
the customer's Whatsapp number if you have mentioned the Whatsapp number in party master it'll
pick from there then click on the Send option.
Step 5: Through this, the Customer will get the link in WhatsApp with a Text message.
Step 6: If you want to send a PDF Directly in WhatsApp or also Customize the text format then you
can contact from Authorised Channel partner on a chargeable basis.
How can I resolve errors during bulk data uploads and ensure successful data syncing?
To resolve errors during bulk data uploads and ensure successful data syncing, you can follow these Steps:
Step Step 1 : Check the format and structure of your data file to ensure it matches the required format for uploading.
Step Step 2 : Verify that all the necessary fields and columns are filled correctly in the data file.
Step Step 3 : Make sure there are no duplicate or conflicting entries in the data file.
Step Step 4 : Check for any special characters or invalid characters in the data file that may cause errors.
Step Step 5 : Ensure that the data file is not too large, as large files can sometimes lead to errors during uploading.
Step Step 6 : Double-check the internet connection to ensure it is stable and not causing any interruptions during the upload process.
If the problem persists, you can contact to our support helpline no i.e. 8282828282 or 40964096 or also can email us at support@busy.in
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
