TallyPrime WhatsApp Integration - Send Invoices & Reminders
The TallyPrime-WhatsApp Business connector automatically sends invoices, payment reminders, outstanding statements, and order confirmations via WhatsApp directly from TallyPrime. Bidirectional sync with full audit-logged transaction trail.
Send Tally invoices, payment reminders, and dispatch updates over WhatsApp Business — in Hindi, English, or Hinglish per buyer state.
Higher response rate vs email
Invoice delivery and read rate
Faster payment collection
Saved on manual follow-ups
What this connector does
In India, WhatsApp is the default communication channel for business. While email open rates for invoices hover around 20-30%, WhatsApp messages see 90%+ open rates within minutes of delivery. The TallyPrime-WhatsApp Business connector by ERPPlugs leverages this reality to transform how businesses deliver invoices and collect payments. Every invoice created in TallyPrime can be automatically sent as a professionally formatted PDF to the customer via WhatsApp, complete with order details and payment information.
The real power of this connector lies in automated payment collection workflows. When an invoice crosses its due date, the system automatically sends a polite payment reminder via WhatsApp with the outstanding amount and an optional payment link. Subsequent reminders can be configured at intervals — 7 days overdue, 15 days overdue, 30 days overdue — with escalating message tone. Indian businesses using this feature typically see a 30-40% reduction in their average payment cycle, as customers respond to WhatsApp reminders far more promptly than email or phone calls.
Outstanding statements, which most businesses compile manually in Excel at month-end and share via email, are now delivered automatically via WhatsApp on your configured schedule. Each customer receives their personalized statement showing all pending invoices, amounts, and due dates. Read receipt tracking lets your accounts team know exactly which customers have seen their statements, enabling targeted follow-up only where needed.
What changes when you plug ERPPlugs in
See how automation transforms your TallyPrime-WhatsApp Business workflow.
Without ERPPlugs
- Manually downloading invoices from Tally, converting to PDF, and sending via WhatsApp
- Payment reminders sent individually, often forgotten or delayed
- No visibility into whether customers received or read invoices
- Outstanding statements compiled in Excel and shared manually each month
- Customers call to ask for invoice copies, wasting staff time
With ERPPlugs
- Invoices auto-sent via WhatsApp the moment they are created in Tally
- Payment reminders triggered automatically based on due dates and overdue days
- Read receipts tracked — know exactly when customers see your invoices
- Outstanding statements delivered on schedule via WhatsApp without manual effort
- Customers receive invoices instantly and can acknowledge or raise queries
Built for teams that need reliable automation
The TallyPrime <-> WhatsApp Businessconnector fits into finance, ops, and revenue teams that have outgrown copy-paste — the ones whose month-end close should not depend on a spreadsheet, whose ledger accuracy should not depend on human vigilance, and whose sales velocity should not stall behind an accountant's inbox.
Below are the roles that get the fastest return the moment this connector goes live. If yours is on the list, the payback is typically visible in the first billing cycle.
B2B Business Owner
Sells to dealers and distributors who prefer WhatsApp over email, needs automated invoice delivery and payment follow-ups directly from TallyPrime.
Accounts Receivable Manager
Chases overdue payments daily and needs automated WhatsApp reminders with outstanding amounts to improve cash flow.
Small Business Accountant
Manages invoicing for a small firm and needs a quick way to share Tally invoices with customers on their preferred messaging platform.
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 |
|---|---|---|
| Invoices (PDF) | TallyPrime → WhatsApp | On creation |
| Payment Reminders | TallyPrime → WhatsApp | Scheduled |
| Outstanding Statements | TallyPrime → WhatsApp | Weekly/Monthly |
| Delivery Status | WhatsApp → TallyPrime | Real-time |
Alternative TallyPrime <-> WhatsApp Business integrations available to Indian businesses, and where each fits.
| Connector | Type | WhatsApp Business Support | Typical Capabilities |
|---|---|---|---|
| TallyPrime ↔ WhatsApp BusinessThis page | Native ERP connector | ✓ Native | Auto-send invoices via WhatsApp, Payment reminder automation, Outstanding statement delivery |
| 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 | — |
Common automation scenarios
Real workflows this connector automates for you.
When
Sales invoice created in TallyPrime
GST-compliant PDF invoice sent to customer via WhatsApp with order summary
When
Invoice crosses due date without payment
Automated payment reminder sent via WhatsApp with outstanding amount and payment link
When
Month-end outstanding statement generated
Customer-wise outstanding summary delivered via WhatsApp on configured schedule
When
Customer replies to a WhatsApp message
Reply logged in ERPPlugs dashboard and invoice marked as acknowledged in the system
What's included
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.
Try the TallyPrime ↔ WhatsApp Business 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.
Compliance & Compatibility
TallyPrime
TallyPrime 4.x, 3.x, 2.x; Tally.ERP 9 (Release 6.6.3+)
WhatsApp Business
WhatsApp Business API (via Gupshup, Wati, Interakt, AiSensy, or direct Meta access)
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.
7-Day Free Trial
Start free for 7 days — no credit card required
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Docs, guides, and other ways to get more out of TallyPrime.
Related Guides & Tools
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.
Ready to connect TallyPrime with WhatsApp Business?
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