Add-on · WhatsApp

Send Tally invoices and statements on WhatsApp

Share invoices, reports and account statements with your customers directly through WhatsApp, and cut down on manual follow-ups.

Key features

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Send invoices

Share invoices with customers straight from your Tally records.

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Send statements

Share account statements and outstanding reminders with parties.

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Send reports

Share selected reports with owners and managers.

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Fewer follow-ups

Reduce manual calls and messages about pending payments.

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Records kept in Tally

Shared documents are based on the data already in your Tally company.

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Set-up checked first

We confirm feasibility for your edition and WhatsApp account before set-up.

Who is it for?

This add-on suits businesses that send many invoices and statements to customers and want to do it from the same Tally data.

What we help with

  • Feasibility check for your Tally edition
  • Integration set-up
  • Sample messages and templates
  • Training for your billing team

How it works

  1. Tell us which documents you want to send and how often.
  2. We check the integration with your Tally edition and WhatsApp account.
  3. Set-up, testing with sample messages and staff training.
  4. Support for any changes to your templates or workflow.

Want to send invoices on WhatsApp?

Tell us what you send to customers and we will confirm whether the integration fits your set-up.