WhatsApp Debtor & Collection Bot for TallyPrime | ERPPlugs
The WhatsApp Debtor & Collection Bot for TallyPrime reads AR aging in Tally daily, sends personalised 15/30/45-day dunning reminders on WhatsApp with UPI collection links, logs every reply back to the party ledger, and hands escalation-worthy accounts to a live collections rep in the same thread. Bidirectional sync with full audit-logged transaction trail.
Reads AR aging in TallyPrime daily; sends personalised 15/30/45-day dunning reminders on WhatsApp with UPI links; logs every reply against the party ledger.
What this connector does
Indian AR aging is where working capital goes to die — 15/30/45+ day buckets pile up, one-off email reminders get ignored, and the collections team is doing manual copy-paste from Tally into WhatsApp all day. The Debtor & Collection Bot for TallyPrime automates that end-to-end. Every day it reads the AR aging in Tally, segments overdue invoices into buckets, and sends a personalised WhatsApp dunning message per party — with the exact due amount, the days overdue, the invoice references, and a one-tap UPI collection link. When customers reply, the bot logs the reply against the party ledger in Tally as an activity note. Field collection reps can update payment status via WhatsApp and the bot writes the receipt voucher. Accounts that don't respond by day 45 are auto-escalated to a live collections rep in the same WhatsApp thread — no context loss.
At a glance
- Category
- communication
- Capabilities
- 9
- Synced data types
- 4
- Setup time
- ~5 minutes
How data flows and what gets synced
The bridge between TallyPrime and WhatsApp Business, and the exact records that move across it.
TallyPrime
ERPPlugs Engine
WhatsApp Business
| Data Type | Direction | Frequency |
|---|---|---|
| AR Aging Report | TallyPrime → Bot | Daily 8 AM |
| Party Ledger | TallyPrime → Bot | Real-time |
| Receipt Voucher | Bot → TallyPrime | On collection |
| Activity Notes | Bot → TallyPrime | Per reply |
Alternative TallyPrime <-> WhatsApp Business integrations available to Indian businesses, and where each fits.
| Connector | Type | WhatsApp Business Support | Typical Capabilities |
|---|---|---|---|
| TallyPrime ↔ WhatsApp Debtor Collection BotThis page | Native ERP connector | ✓ Native | Daily AR aging read from TallyPrime, 15/30/45-day dunning cascade with personalised copy, One-tap UPI collection link per invoice |
| Tally Developer / TDL customization | In-house Tally scripting | Full (developer required) | — |
| Zapier + Tally + [target app] | iPaaS bridge (no Tally-side native support) | Partial | — |
| Custom REST/CSV middleware | Bespoke development | Full (weeks to build) | — |
| Manual CSV export/import | Spreadsheet workflow | Manual only | — |
What's included
Everything this connector automates out of the box, no extra setup required.
Key Benefits
What changes for your team once this connector goes live.
Cash Comes In Faster
3x higher WhatsApp response rate vs email means fewer 60+ day accounts.
Zero Manual Follow-up
The bot chases every overdue rupee — your team focuses on disputes and escalations.
Every Reply Logged
No more "did we hear back from Sharma Traders?" — every message is in the party ledger.
Warm Handoff at Day 45
When a live rep takes over, they see the full thread — no cold-call restart.
Try the TallyPrime ↔ WhatsApp Debtor Collection Bot Connector Free
Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between TallyPrime and WhatsApp Business inside 5 minutes.
Compliance-ready. Live in minutes.
What you get out of the box for statutory compliance — and the exact steps to go live.
Setup in Minutes
Install ERPPlugs Bridge
Exposes AR aging and party ledger over a secure webhook.
Approve Meta Templates
Ship the pre-written 15/30/45-day templates for BSP approval — usually 24-48 hours.
Configure Aging Buckets + Copy
Set thresholds (default 15/30/45) and pick Hindi/English/Hinglish copy per party.
Nominate Escalation Rep
Wire a live collections rep on WhatsApp for day-45 handoff.
7-Day Free Trial
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Docs, guides, and other ways to get more out of TallyPrime.
Related Guides & Tools
Frequently Asked Questions
No, the ERPPlugs Debtor Collection Bot uses Meta-approved utility templates for reminders and honours per-party opt-out. The dunning volume is throttled to stay within your WABA daily quota and quality rating; the bot never sends marketing templates in a debtor cascade.
When the ERPPlugs bot detects a dispute signal in the reply (keywords like "wrong invoice", "not received", "issue"), it stops the dunning cascade for that invoice and escalates to a live collections rep in the same WhatsApp thread with the full context — original invoice, aging, and the customer message.
Yes, the ERPPlugs Debtor Collection Bot ships with pre-written 15/30/45-day templates in Hindi, English, and Hinglish, and you can override any of them. The copy at day 15 is soft ("friendly reminder"); day 30 is firm; day 45 flags legal escalation options — all fully editable.
Yes, the ERPPlugs bot reconciles partial payments correctly. If a customer pays part of a due amount via the UPI link, the receipt is written to TallyPrime for the paid portion and the next dunning reminder reflects the remaining balance and updated aging bucket.
Field collection reps use their own WhatsApp number to update the ERPPlugs bot with payments they collected in cash or bank transfer. They send "collected 47500 from Sharma Traders against INV-4521 UTR ABC123" and the bot writes a receipt voucher into TallyPrime against that party + invoice, ends the dunning cascade, and confirms back to the rep.
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