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. You need a WhatsApp Business API account (via providers like Gupshup, Wati, or direct Meta access). ERPPlugs connects to any WhatsApp Business API provider.
Yes. Create custom templates for invoices, reminders, and statements. Templates must be approved by WhatsApp/Meta.
Yes. All messages use approved business templates and follow WhatsApp Commerce Policy guidelines.
Yes. Customer replies are tracked and can trigger follow-up actions in your workflow.
You can send bulk payment reminders to all customers with outstanding balances, filtered by amount and age of dues.
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