Install one plugin inside Tally and start sending invoices, receipts, payment reminders, and ledger statements to your customers on WhatsApp automatically, each with the PDF attached. No copy-paste, no exporting files, no manual follow-ups.
Works with Tally Prime and Tally ERP 9 (including Tally 7.0)
Map each Tally voucher type to an approved WhatsApp template. When you pass the voucher, WA.Expert sends it, PDF and all.
The invoice PDF reaches the customer on WhatsApp the moment you raise it in Tally.
Confirm a payment automatically so customers always have a record.
Nudge customers with outstanding balances without lifting a finger.
Send a full account statement PDF straight from the ledger.
Sales orders, purchase orders, delivery notes, credit and debit notes, all supported.
Select multiple vouchers from the Day Book or Ledger Voucher screen and send them all at once.
Raise the invoice in Tally. Export it as a PDF. Save it somewhere. Open WhatsApp. Find the customer. Attach the file. Type a message. Repeat for every voucher, every day. Payment reminders slip. Statements get promised and forgotten.
Post the voucher in Tally. That's it. The invoice reaches the customer on WhatsApp with the PDF attached, in the template you approved, in seconds. Reminders go out on their own. Statements are one click from the ledger.
Send every sales invoice to the retailer the moment it's booked, and fire an automatic reminder when a bill crosses its due date. Fewer follow-up calls, faster collections.
Share purchase orders, delivery notes, and dispatch details with vendors straight from Tally, so both sides work off the same document.
Send ledger statements and payment reminders on behalf of clients in bulk from the Day Book, without leaving Tally.
Send the receipt the instant a payment is recorded, so every customer walks away with proof on WhatsApp.
Save your WABA ID, Phone Number ID, and Access Token directly in Tally, once.
Pull your approved WhatsApp templates into Tally so they're ready to use.
Choose which template goes out for each document, sales invoice, receipt, payment reminder, and the rest.
Fill template placeholders with real Tally fields: Party Name, Voucher Number, Date, Amount, Company Name, Balance, and your own custom values.
Send as you post a voucher, or select a batch from the Day Book and send in bulk. International numbers with country codes are supported.
The Tally plugin is included with the Complete plan. Subscribe, and the download plus full setup instructions unlock inside your account.
Sends invoices, receipts, reminders, and statements from Tally to WhatsApp. Supports Tally 7.0 and above. Yours to download the moment you're on the Complete plan.
Get the Complete plan →Already on Complete? Download it from your dashboard →
A few approved-template examples you can adapt. Variables in braces pull live values from the Tally voucher.
Sample wording shown for illustration. Your own templates must be submitted to Meta for approval before use.
[Placeholder] Our collections cycle dropped by nearly a week. Reminders that used to depend on someone remembering now go out the moment a bill is overdue.
[Placeholder] We send hundreds of invoices a day. Doing it straight from the Day Book in bulk saved our accounts team hours every single day.
Placeholder testimonials — to be replaced with real customer stories.
Start a free trial of WA.Expert, connect your WhatsApp number, and install the Tally plugin. Your first invoice can reach a customer on WhatsApp today.
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