Send invoices, receipts, payment reminders and ledger statements straight from Tally to your customers on WhatsApp, with the PDF attached automatically.
The Tally extension connects TallyPrime (and Tally ERP 9, including Tally 7.0) to your WhatsApp Business API number. Instead of exporting a PDF and sending it manually, you post the voucher in Tally and the document goes out on WhatsApp automatically, using an approved template with the customer's details already filled in.
Before you begin
Four things need to be in place before the extension can send anything. Our team sets up the technical side with you.
A dedicated number
A SIM not currently on WhatsApp, or one you are ready to move over. This becomes your business WhatsApp number.
A Facebook account
Used to verify your business with Meta. We guide you through it.
The Complete plan
₹7,188/year + GST. The Tally extension is included, along with the full platform.
₹1,000 message wallet
Minimum to start. You only pay for messages you actually send, at Meta’s rates with zero markup.
Create business documents in Tally as you normally would — Sales Invoices, Receipts, Payment Vouchers, Ledger Statements, Delivery Notes, Credit Notes, Debit Notes, Sales Orders and Purchase Orders. The extension then handles the rest:
1. Send from inside Tally. No exporting PDFs and attaching them manually in WhatsApp.
2. Pick the WhatsApp template. Choose the approved template that matches the document type you are sending.
3. Variables fill themselves. The extension pulls Customer Name, Invoice Number, Invoice Date, Company Name, Invoice Amount, Due Amount and other voucher details straight from Tally.
4. The PDF is generated and attached. Automatically, from the voucher.
5. The message is sent. Through your configured WhatsApp Business API number, without leaving Tally.
6. Bulk sending. Send multiple vouchers at once from the Day Book or Ledger Voucher screen.
7. International customers. Sending to international phone numbers is supported.
The result: documents reach customers on WhatsApp with the right template, the PDF attached and the correct details, with no manual work and far less room for error.
Tally extension overview
How it works, step by step
This is the full path from creating a customer to the document landing on their phone.
Step 1 — Create a customer ledger. In Tally, go to Gateway of Tally → Create → Ledger. Enter the customer's name, address, GST details, phone number and any other required information, then save.
Step 2 — Create a sales invoice. Raise the invoice for that customer. It links to the ledger automatically. No WhatsApp message is sent at this stage.
Step 3 — Configure WhatsApp event mapping. Open the WhatsApp Event Mapping menu, select the voucher type (for example, Sales Invoice), assign the WhatsApp template that should be used for it, and save.
Step 4 — The extension reads the voucher. It detects the newly created voucher and identifies the template assigned to that voucher type.
Step 5 — Variables are replaced. Customer Name, Voucher Number, Voucher Date, Invoice Amount, Company Name and other mapped fields are pulled from Tally and substituted into the template.
Step 6 — The PDF is generated. The extension creates the PDF of the voucher.
Step 7 — The message is sent. The approved template and the PDF go out through your WhatsApp Business API, and the customer receives the document instantly.
How the Tally WhatsApp extension works
Step 1: Install the extension
Before you start, make sure TallyPrime is installed and you have the extension (TDL) file from our support team.
1. Open TDL management. In TallyPrime, press F1, then go to TDLs & Add-Ons.
2. Load the extension. Press F4 — Manage Local TDLs, select the TDL file path, and press Enter to load it.
3. Verify it loaded. The extension status should show Loaded. If the menu is not visible, check you selected the correct TDL file and restart TallyPrime.
The extension is now installed, but it cannot send anything until you connect it to your WhatsApp Business API in the next step.
Install the Tally WhatsApp extension
Step 2: Connect your WhatsApp Business API
You will need three credentials from your WA.Expert panel, found in the Channel section: your WABA ID (WhatsApp Business Account ID), Phone Number ID, and Access Token.
1. Open WhatsApp Setup. From the Gateway of Tally, click WhatsApp Setup.
2. Enter the credentials. Copy your WABA ID, Phone Number ID and Access Token from the panel's Channel section into Tally.
3. Save. Press Alt + A to save, then reopen the setup screen to confirm the details saved correctly.
4. Verify the connection. Confirm the connection is successful. The extension is now ready to sync templates.
If the connection fails, check that your Access Token is valid and has not expired, that the Phone Number ID belongs to the correct WhatsApp Business Account, that the WABA ID is correct, and that your internet connection is active.
Configure WhatsApp Business API with Tally
Step 3: Sync templates and map events
Create your templates first. The extension does not create templates — it only syncs ones already approved on your WhatsApp Business Account. Create and get your invoice, receipt, reminder and statement templates approved in the panel before this step.
1. Sync your templates. In TallyPrime, go to WhatsApp Sync Template and press Enter. Wait for the sync to finish.
2. Open event mapping. Go to WhatsApp Event Mapping and select the event you want to configure — Sales Invoice, Receipt Voucher, Payment Reminder, Ledger Statement, and so on.
3. Assign a template. Pick the approved template that matches that event. Make sure it actually fits — an invoice template for Sales Invoice, a receipt template for Receipt Voucher.
4. Map your variables. Open the Variable Mapping screen and connect each template placeholder to the right Tally field: Customer Name → Party Name, Invoice Number → Voucher Number, Invoice Amount → Voucher Amount, Invoice Date → Voucher Date. Save with Alt + A.
5. Repeat for each event. Configure mapping for every voucher type you want to send.
Sync templates and configure event & variable mapping
Step 4: Send your first invoice
With the API configured, templates synced and event mapping set, you are ready to send. Here is the full path:
1. Create the invoice. Go to Vouchers and select Sales to start a new Sales Invoice.
2. Choose the customer ledger. Make sure that ledger has the customer's WhatsApp number saved on it — this is where the message goes.
3. Enter the details. Add the sales ledger, stock item, quantity, rate and amount, then check the invoice over.
4. Save it. Accept and save. The invoice PDF generates automatically.
5. It sends. Wait for the process to finish — a success message confirms the WhatsApp message went out.
6. Verify. Open WhatsApp and check the customer received both the approved template and the invoice PDF with the right details.
Create and send a sales invoice via WhatsApp
Sending in bulk
You do not have to send one voucher at a time. From the Day Book or the Ledger Voucher screen, select multiple vouchers and send them together — useful for month-end statement runs or chasing several overdue accounts at once.
If something does not send
Check the ledger has a phone number. The extension sends to the number on the customer ledger. No number, no message.
Check the template is approved. A template still pending or rejected by Meta cannot be sent.
Check the event mapping. If no template is assigned to that voucher type, nothing goes out.
Check your wallet balance. Messages need balance on your WhatsApp channel.
Check international numbers include the country code. International sending is supported, but the number must be complete.