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.
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.
At a glance
- Category
- communication
- Capabilities
- 10
- Synced data types
- 3
- 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 |
|---|---|---|
| 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
Everything this connector automates out of the box, no extra setup required.
Key Benefits
What changes for your team once this connector goes live.
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.
7-Day Free Trial
Start free for 7 days — no credit card required
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- Full access to all 150+ ERP connectors
- Real-time data sync across every integration
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Related Connectors
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Learn moreTallyPrime ↔ WhatsApp Debtor Collection Bot
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TallyPrime ↔ Razorpay
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TallyPrime ↔ Zoho Books
Two-way TallyPrime ↔ Zoho Books sync — Tally to Zoho for cloud, Zoho to Tally for statutory and GST filing. Invoices, contacts, and GST data bidirectional.
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TallyPrime ↔ GST Portal
Automate GST return preparation and filing from TallyPrime with pre-flight validation, cancelled-GSTIN checks, and plain-language error explanations.
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TallyPrime ↔ E-Invoice/E-Way
Auto-generate e-invoices, IRNs, and e-way bills from TallyPrime with real-time GSTIN validation and 24-hour cancellation-window alerts.
Learn moreExplore More
Docs, guides, and other ways to get more out of TallyPrime.
Related Guides & Tools
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.
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