Tally officially introduced WhatsApp integration with the launch of TallyPrime Release 4.0 in December 2023, allowing businesses to send invoices, reports, payment reminders, and other documents directly through WhatsApp Business.
Tally on WhatsApp helps businesses instantly send invoices, account statements, GST reports, payment reminders, and business notifications to customers through WhatsApp directly from Tally Prime Connect Tally with WhatsApp and automate invoice sharing, payment reminders, reports, ledgers, order updates, and customer communication directly from Tally Prime for faster and smarter business operations. Tally WhatsApp Integration by Accounting Solution & Technology enables businesses to send invoices, reminders, reports, and transaction details directly from Tally Prime to WhatsApp automatically and securely.
Send invoices directly from TallyPrime to WhatsApp
Share payment reminders instantly with customers
Send quotations, purchase orders, and receipts
Share ledger statements and outstanding reports
Real-time customer communication from Tally
One-click document sharing on WhatsApp
Faster and paperless business communication
Reduce manual work and save time
Secure and reliable message delivery
Install and configure TallyPrime on your system
Activate WhatsApp Business API or WhatsApp Business account
Integrate WhatsApp with TallyPrime
Configure customer mobile numbers in Tally
Enable document sharing settings in TallyPrime
Select invoices, reports, or vouchers to share
Click on the “Share via WhatsApp” option
Preview the message and attached document
Send invoices, reminders, statements, or reports instantly
Customers receive documents directly on WhatsApp in real time
Any Time
Any Where