Payment Reminders Add-on Setup on Windows

This guide provides step-by-step instructions to set up the Payment Reminders Add-on for Busy Accounting Software on your Windows PC. With this setup, you can automate payment reminders via the BMS portal, using customer information directly from Busy.

Step 1: Download the Add-on

1. Download the add-on by clicking the following link:
   Download Add-on

Step 2: Create a Folder for the Add-on Files

1. Open File Explorer and navigate to the C: drive.

2. Create a new folder called bms-remainder-addon.

3. Extract the contents of the downloaded zip file into the bms-remainder-addon folder.

Step 3: Open Command Prompt in the Console Folder

1. Inside bms-remainder-addon, open the console folder.

2. In the address bar of the console folder, type CMD and press Enter. This will open Command Prompt with the console folder as the current directory.

3. Verify the console folder as the current directory.

Step 4: Install Dependencies and Start the Server

1. In Command Prompt, enter the following command to install dependencies:

   npm install

2. PM2 has a Windows-specific startup module, pm2-windows-startup and PM2 globally, which allows you to register PM2 to start on boot.

   Open your command prompt as Administrator and run:

   npm install -g pm2

   npm install pm2-windows-startup -g

   pm2-startup install

3. Once the installation is complete, start the server using the following commands:

   pm2 start server.js

   pm2 save --force

Step 5: Instructions to Copy DLL Files to the Windows Folder

1. Locate Busywin Folder:

   • Open File Explorer on your computer.
   • Navigate to the Busywin folder where sentrydll5.dll and Busy7.dll files are located. This is usually under C:\Busywin or another installation path.

2. Copy the DLL Files:

   • In the Busywin folder, locate the files named sentrydll5.dll and Busy7.dll.
   • Select both files by holding down the Ctrl key and clicking on each file.
   • Right-click on one of the selected files and choose Copy from the context menu.

3. Navigate to Windows System Folder:

   • Go back to File Explorer and open the C: drive.
   • Inside the C: drive, find and open the Windows folder.

4. Paste the DLL Files:

   • Right-click anywhere in the Windows folder and choose Paste to copy the files into this folder.

5. Confirm Replacement (if prompted):

   • If a prompt appears asking to confirm replacing any existing files, select Replace the files in the destination to complete the process.

Step 6: Configure the Add-on in Your Browser

1. Open a web browser and go to http://localhost:3807/.
2. Configure the following details:
   • Busy Software EXE location
   • Data location
   • BMS serverId and authToken (available in your BMS account).

Step 7: Map Your Company in the BMS Portal

1. Log into your BMS Portal.
2. In the sidebar menu, go to BUSY ERP.
3. Select MAP Company from the submenu.
4. Map your local Busy company to the online BMS company, ensuring that the same company code is used for both.

**Note:** Use the same company code in Busy and the BMS portal for consistent mapping.

Step 8: Restart PM2 Processes

1. Go back to Command Prompt and enter the following command to restart all PM2 processes:

   pm2 restart all

2. Wait 5 to 15 minutes for the add-on to process the data and complete setup.