TallyPrime with WhatsApp is an optional integration that allows businesses to share invoices, orders, reports, and payment requests directly from TallyPrime to customers using WhatsApp. The integration enables faster document delivery, bulk communication, and simplified payment collection while keeping accounting data within TallyPrime.
This article explains what TallyPrime with WhatsApp is, how it works, its features, benefits, use cases, implementation flow, limitations, security considerations, and best practices.
TallyPrime with WhatsApp is a business messaging integration that connects TallyPrime with WhatsApp Business infrastructure, allowing users to send accounting documents and messages directly from TallyPrime without exporting files manually.
It is provided by Tally Solutions as an add-on service and is billed separately from the TallyPrime license.
The integration uses approved WhatsApp Business messaging workflows and templates.
Share documents directly from TallyPrime
Supported documents include:
Sales invoices
Orders
Quotations
Reports
No manual download or attachment required
Send documents to multiple customers at once
Useful for:
Payment reminders
Outstanding invoices
Monthly statements
Reduces repetitive manual messaging
Documents can be shared in:
JPEG
Excel (XLS/XLSX)
This allows businesses to match customer preferences and business workflows.
Payment links and QR codes embedded in invoices
Customers can pay instantly via supported payment methods
Helps reduce payment delays and follow-up effort
Payment availability depends on enabled payment services and configuration.
Pre-approved WhatsApp message templates
Used for:
Invoice sharing
Payment reminders
Order confirmations
Ensures compliance with WhatsApp Business messaging policies
Central inbox for all customer replies
Enables:
Tracking customer responses
Managing follow-ups
Handling queries without switching platforms
TallyPrime is configured with WhatsApp integration
Business uses approved WhatsApp Business number
Message templates are selected in TallyPrime
Documents are generated within TallyPrime
Messages with attachments are sent via WhatsApp
Customer replies appear in a dedicated inbox
No manual file handling is required during the process.
Businesses sending invoices immediately after billing
Account teams sending bulk payment reminders
Faster quotation and order confirmation
Reducing dependency on email for invoice delivery
Improving cash flow through instant payment links
Starts at approximately ₹1300 per year
Charged separately from TallyPrime license
Pricing may vary based on:
Message volume
Usage plan
Applicable taxes
Always verify current pricing before activation.
Active TallyPrime license
Internet connectivity
Valid WhatsApp Business mobile number
Approved message templates
Enable WhatsApp integration in TallyPrime
Register WhatsApp Business number
Configure message templates
Map customer mobile numbers
Start sharing documents from TallyPrime
Detailed configuration steps may vary by TallyPrime release.
Possible Causes
Invalid customer mobile number
Customer not active on WhatsApp
Template not approved
Fix
Verify mobile number with country code
Use approved templates only
Possible Causes
Daily message limit exceeded
Network connectivity issue
Fix
Check usage limits
Retry after some time
Possible Causes
Payment service not configured
Expired link
Fix
Re-generate invoice/payment link
Verify payment configuration
Messages sent via WhatsApp Business APIs
Uses approved templates only
No customer payment credentials stored in TallyPrime
Access controlled via Tally user roles
Audit trail maintained within TallyPrime
Keep customer mobile numbers updated
Use clear and concise templates
Avoid unnecessary bulk messaging
Send invoices immediately after creation
Regularly review message delivery reports
Restrict WhatsApp access to authorized users
Requires internet connection
WhatsApp delivery depends on customer availability
Message volume limits apply
Not a replacement for full CRM systems
Templates must comply with WhatsApp policies
TallyPrime with WhatsApp enhances business communication by integrating document sharing and payment collection directly into the accounting workflow. It reduces manual effort, accelerates invoice delivery, and improves payment turnaround without disrupting existing accounting processes. When used with proper controls and best practices, it becomes a practical communication extension for TallyPrime users.
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