TallyPrime WhatsApp Integration - Send Invoices & Reminders
ERPPlugs's TallyPrime-WhatsApp Business connector automatically sends invoices, payment reminders, outstanding statements, and order confirmations via WhatsApp directly from TallyPrime. From Rs 4,999/month.
Send Tally invoices and payment reminders via WhatsApp
Overview
WhatsApp is how Indian businesses communicate. This connector lets you send invoices, payment reminders, order confirmations, and outstanding statements directly from TallyPrime via WhatsApp Business API. Customers receive professional PDF invoices on WhatsApp and can confirm receipt or flag issues.
Data Sync Details
| Data Type | Direction | Frequency |
|---|---|---|
| Invoices (PDF) | TallyPrime → WhatsApp | On creation |
| Payment Reminders | TallyPrime → WhatsApp | Scheduled |
| Outstanding Statements | TallyPrime → WhatsApp | Weekly/Monthly |
| Delivery Status | WhatsApp → TallyPrime | Real-time |
Features
Key Benefits
Instant Delivery
Invoices reach customers on their preferred channel.
Faster Payments
Payment reminders via WhatsApp get 3x higher response.
Professional Image
Send branded PDF invoices via WhatsApp Business.
Track Everything
Know when customers read your invoices.
Setup in Minutes
Connect WhatsApp Business API
Enter your WhatsApp API credentials from your BSP provider.
Link TallyPrime
Connect your Tally company via the bridge application.
Set Up Templates
Configure invoice, reminder, and statement message templates.
Enable Automation
Set triggers for automatic invoice delivery and reminder schedules.
Frequently Asked Questions
Yes, the ERPPlugs TallyPrime-WhatsApp connector requires a WhatsApp Business API account, which you can obtain through BSP providers like Gupshup, Wati, Interakt, or through direct Meta access. ERPPlugs connects to any WhatsApp Business API provider, giving Indian businesses flexibility to choose the BSP that best fits their budget and messaging volume.
Yes, the ERPPlugs TallyPrime-WhatsApp connector allows you to create custom message templates for invoices, payment reminders, outstanding statements, and order confirmations. All templates must be approved by WhatsApp/Meta before use, and ERPPlugs provides pre-approved template formats commonly used by Indian businesses to speed up the approval process.
Yes, the ERPPlugs TallyPrime-WhatsApp connector is fully compliant with WhatsApp Commerce Policy and Meta Business Messaging guidelines. All messages are sent using approved business templates, ensuring your business account remains in good standing. This is important because WhatsApp can restrict accounts that violate messaging policies.
Yes, customer replies to messages sent via the ERPPlugs TallyPrime-WhatsApp connector are tracked and can trigger follow-up actions in your workflow, such as marking an invoice as acknowledged or escalating a payment dispute. This two-way communication capability turns WhatsApp into a payment collection channel, not just a notification tool.
Yes, the ERPPlugs TallyPrime-WhatsApp connector can send bulk payment reminders to all customers with outstanding balances in TallyPrime, filtered by amount threshold and age of dues. Indian businesses typically see 3x higher payment response rates with WhatsApp reminders compared to email, making this a powerful tool for improving cash flow and reducing overdue receivables.
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