Integration · Accounting
Tally + WhatsApp: send invoices and reminders from Tally
Send invoices, receipts, payment reminders and ledger statements from TallyPrime to WhatsApp with the PDF attached. Official Tally video and WA.Expert setup.
What is TallyPrime?
TallyPrime is Tally Solutions' business management software for accounting, billing, inventory and GST compliance.
Watch
Official video from Tally Solutions
Introducing TallyPrime Release 1.0Watch on YouTube
WA.Expert tutorial
Tally to WhatsApp: setup walkthroughWatch on YouTube
Videos load from YouTube only when you press play.
What businesses do with it on WhatsApp
- Sales invoices with the PDF attached, sent from inside Tally
- Payment receipts and vouchers
- Payment reminders with the due amount
- Ledger statements for customers
- Bulk sending from the Day Book
How to connect TallyPrime with WA.Expert
- Get a dedicated number on the WhatsApp Business API through WA.Expert (our team helps).
- Install the WA.Expert extension (TDL) in TallyPrime or Tally ERP 9.
- Connect your WhatsApp details: WABA ID, phone number ID and access token.
- Sync your approved templates and map each voucher type to a template and its variables.
- Post a voucher and send your first invoice straight from Tally.
Full walkthrough with screenshots: Tally to WhatsApp integration.
Questions
Which Tally versions work?
TallyPrime and Tally ERP 9, including Tally 7.0.
Is the PDF attached automatically?
Yes. The extension generates the PDF from the voucher and attaches it to the template message.
Can I send to customers outside India?
Yes. International numbers are supported.