Send invoices and reminders on WhatsApp — straight from TallyPrime
No more exporting PDFs and attaching them one by one. Share invoices, ledgers and payment reminders with customers on WhatsApp in a click.
Your customers already read WhatsApp faster than email. With TallyPrime and WhatsApp working together, your team can share a sales invoice, ledger statement or outstanding reminder with a customer the moment a voucher is saved.
We set up WhatsApp sharing using TallyPrime’s built-in capability or a custom integration, depending on your volume and workflow — including message templates, automatic reminders and reports for management.
What you get
Invoices as PDF
Send tax invoices, quotations and delivery notes as PDFs directly to the customer’s WhatsApp.
Payment reminders
Share outstanding statements and gentle reminders to speed up collections.
Reports to owners
Daily sales, cash and receivable summaries delivered to management on WhatsApp.
Message templates
Pre-written, professional messages with your company name and details.
Bulk sharing
Send ledgers or reminders to multiple parties at once.
Business-safe setup
Configured with a proper WhatsApp Business number to protect your account.
Ideal for
- Distributors and traders with frequent invoicing
- Businesses chasing outstanding payments
- Owners who want daily reports on their phone
TallyPrime with WhatsApp: common questions
Do I need a separate WhatsApp number?
We recommend a WhatsApp Business number for your company so customer communication stays professional and separate from personal chats.
Does this work with my current TallyPrime?
WhatsApp features work best on a recent TallyPrime release with active TSS. We will check your version and suggest the right approach.
Can reminders be sent automatically?
Yes, with a custom integration we can schedule outstanding reminders and daily reports so they go out without manual effort.
Other services you may need
Tally Implementation
End-to-end TallyPrime setup — masters, GST, inventory, users and go-live — mapped to how your business actually works.
Learn moreTally Customization (TDL)
Custom invoices, reports, fields, approvals and integrations built in TDL so TallyPrime fits your workflow.
Learn moreTSS Renewal
Renew Tally Software Services on time to keep updates, connected GST features and remote access running.
Learn more