WhatsApp Invoice Status Bot for TallyPrime | ERPPlugs
The WhatsApp Invoice & Payment Status Bot for TallyPrime lets customers ask about any invoice — by number, PDF photo, or voice note — and ERPPlugs reads TallyPrime's ledger + payment history to answer with due amount, days overdue, last payment date, e-way bill number, and a one-tap UPI collection link. Plans from Rs 499/month.
Customers ask invoice status on WhatsApp — by number, photo, or voice note. The bot reads Tally + payment history and answers with due amount, aging, and a UPI collection link.
What this connector does
'Where is my invoice?' and 'How much do I owe?' are the two most common calls Indian finance teams field every day. The WhatsApp Invoice & Payment Status Bot for TallyPrime lets customers ask on WhatsApp instead — by typing an invoice number, sending a photo of the invoice (OCR extracts the number), or leaving a voice note. The bot reads the invoice ledger and payment ledger in TallyPrime and replies within seconds with the exact due amount, days overdue, last payment date, e-way bill number if applicable, and a one-tap UPI collection link that reconciles automatically when the payment lands. Customers get a self-serve answer 24/7 and finance teams stop being an answer-the-phone department.
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 |
|---|---|---|
| Invoice Ledger | TallyPrime → Bot | Real-time |
| Payment History | TallyPrime → Bot | Real-time |
| UPI Collection Confirmation | Bot → TallyPrime | On payment |
Alternative TallyPrime <-> WhatsApp Business integrations available to Indian businesses, and where each fits.
| Connector | Type | WhatsApp Business Support | Typical Capabilities |
|---|---|---|---|
| TallyPrime ↔ WhatsApp Invoice Status BotThis page | Native ERP connector | ✓ Native | Invoice number lookup by text, OCR of invoice photos to extract the number, Voice-note support in Hindi and English |
| 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
Key Benefits
24/7 Answer Machine
Customers get invoice answers at midnight; your finance team stops answering the phone.
One-Tap Collections
Every status query is a collection opportunity — UPI link inline.
Photo + Voice Note
Buyers send whatever they have; the bot handles OCR and transcription.
Zero Data Drift
Answers come straight from Tally — nobody re-keys anything.
Try the TallyPrime ↔ WhatsApp Invoice Status 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 invoice + payment ledgers to the bot over a secure webhook.
Connect WhatsApp BSP
Any Meta-certified BSP works; bring your own or use the ERPPlugs-managed option.
Wire UPI Collection
Connect Razorpay or UPI Autopay for one-tap collection links and auto-reconciliation.
Publish Number to Customers
Add the bot number to your invoice footer, email signature, and WhatsApp status.
Simple, Transparent Pricing
Plans from Rs 499/month — upgrade as you grow.
Basic
- 1 connector (read-only sync)
- Daily sync (manual trigger)
- Basic GST compliance (CGST, SGST, IGST)
- HSN code auto-mapping
- Community support
- Standard sync-status dashboard
- ERPPlugs branding on reports
- Data retention (30 days)
Starter
- 1 connector (read-write sync)
- 15-minute sync intervals
- Full GST compliance (CGST, SGST, IGST, RCM)
- HSN and SAC auto-classification
- Email support (48-hour response)
- Bank reconciliation with UTR matching
- Multi-user access (up to 3 users)
- Standard reporting dashboard
- No ERPPlugs branding on reports
- Data retention (12 months)
Growth
- 3 connectors (read-write sync)
- Real-time sync (under 30 seconds)
- Full GST compliance + e-invoice + e-way bill
- HSN, SAC, and TDS auto-classification
- Priority support (4-hour response)
- Bank reconciliation across multiple accounts
- Multi-user access (up to 10 users)
- Custom field mapping and transformations
- Advanced analytics dashboard
- Webhook notifications for every event
- Scheduled reports (daily / weekly / monthly)
- Data retention (36 months)
Enterprise
- Unlimited connectors
- Real-time sync with sub-second latency
- Dedicated account manager (1-hour SLA)
- Full GST + e-invoice + e-way bill + IRN
- White-label option (your brand on reports)
- Custom field mapping and business logic
- Advanced analytics + custom BI exports
- Webhook notifications with retry and DLQ
- SSO and role-based access control
- Custom SLA with uptime guarantees
- Onboarding workshop and dedicated CS team
- Data retention (7 years) and audit export
- India-region data residency (DPDP-aligned)
Frequently Asked Questions
Yes, the ERPPlugs WhatsApp Invoice Status Bot performs OCR on invoice photos to extract the invoice number, then looks it up in TallyPrime. This is important because many Indian buyers do not archive invoice numbers — they store PDFs or paper photos in WhatsApp itself, so the bot must accept whatever the customer sends.
Yes, the ERPPlugs bot transcribes voice notes in Hindi, English, and Hinglish, extracts the invoice reference or party name, and answers in the same language the customer used. Voice notes are the dominant input format for many small-town buyers, so this is not optional in the Indian market.
When a customer asks about a pending invoice, the ERPPlugs bot generates a UPI intent link (or a QR code if requested) with the exact due amount and a unique transaction reference tied to that invoice. When the customer pays, the ERPPlugs Razorpay/UPI listener reconciles the payment against the invoice automatically and writes the receipt voucher into TallyPrime.
Yes, in addition to single-invoice queries, the bot can send a full party outstanding statement (last 90 days by default, or custom range) on request. The statement is generated live from TallyPrime and delivered as a formatted WhatsApp message plus a PDF attachment for record-keeping.
No, this bot is complementary. The ERPPlugs `tally-whatsapp` connector is outbound — Tally auto-sends invoices, reminders, and statements. This bot is inbound — customers ask questions and it answers by reading Tally. Most Indian businesses run both to cover push and pull.
Related Connectors
Other integrations you might find useful
TallyPrime ↔ WhatsApp Business
Send Tally invoices, payment reminders, and dispatch updates over WhatsApp Business — in Hindi, English, or Hinglish per buyer state.
Learn moreTallyPrime ↔ WhatsApp Sales Order Bot
Dealers and field reps place sales orders via WhatsApp; the bot reads Tally masters, checks stock + credit limit, and writes the Sales Voucher into TallyPrime with correct GST.
Learn moreTallyPrime ↔ WhatsApp Debtor Collection Bot
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.
Learn moreReady to connect TallyPrime with WhatsApp Business?
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