TallyPrime with WhatsApp Integration | Auto-Send Invoices | 4 Quadrant Solutions
TallyPrime + WhatsApp

Send Invoices via
WhatsApp Directly
from TallyPrime

Stop downloading PDFs and switching apps. With our WhatsApp integration, send invoices, payment reminders, statements, and reports to customers in one click — directly from your Tally screen.

Get It Set Up See Use Cases
RS
Rajesh Shahonline
Hi, please share the invoice for last order
10:32 AM
📄 Invoice #INV-2025-1082
Amount: ₹45,800 + GST
Due: 15 May 2025

Sent via TallyPrime
10:33 AM ✓✓
Great, received! Will process payment by Friday.
10:35 AM
Thank you! 🙏 Payment link: [Pay Now]
10:35 AM ✓✓
Use Cases

Everything You Can Send via WhatsApp from Tally

Our integration connects TallyPrime directly to the WhatsApp Business API, enabling automated and one-click messaging for all your routine business communications.

Sales Invoices

Send a PDF of any sales invoice to the party's registered WhatsApp number with one click from the Tally voucher screen.

Payment Reminders

Automatically notify customers about overdue payments with customizable reminder templates pulled from Tally's outstanding report.

Account Statements

Share party-wise account statements, ledger details, or outstanding summaries directly from the Tally reports section.

Purchase Orders

Send purchase orders to vendors as soon as they're created in Tally, eliminating email delays and manual PDF handling.

Delivery Notes

Dispatch teams can share delivery challans with customers and logistics partners instantly from Tally's inventory vouchers.

Business Reports

Share daily sales summaries, stock alerts, or MIS reports with management via WhatsApp — scheduled or on-demand.

How It Works

One-Click Sending, Zero Extra Apps

Our TDP (TallyPrime Developer Package) add-on integrates directly into TallyPrime's interface.

1

Install Add-On

4QS installs the WhatsApp integration add-on into your existing TallyPrime setup — no reinstallation needed.

2

Connect Business API

We configure your WhatsApp Business API credentials and message templates approved by Meta.

3

Map Party Numbers

Customer/vendor mobile numbers from Tally are automatically mapped to WhatsApp contacts.

4

Send from Tally

A "Send via WhatsApp" button appears on vouchers and reports. Click it — the message is sent instantly.

Key Benefits

Why Your Business Needs This

Save 2+ Hours Daily

Stop downloading invoices, opening email, and manually typing customer numbers. The entire workflow is a single click.

98% Message Open Rate

WhatsApp messages are read within minutes. Payment reminders on WhatsApp get dramatically better response than email.

Faster Payments

Businesses using WhatsApp reminders report 30–40% faster collections and fewer overdue accounts.

Professional Image

Branded message templates with your company name and logo make every communication look polished and professional.

What's Included
WhatsApp API Integration✓
TallyPrime Add-On Installation✓
Custom Message Templates (3)✓
Auto-Reminder Setup✓
PDF Invoice Sending✓
Staff Training✓
AMC & Support✓
View Plans & Buy →
Pricing

Simple, Transparent Plans

Recharge your messaging wallet or renew your annual subscription — pay securely online in minutes.

* All prices shown are exclusive of GST. 18% GST will be added at checkout.

WhatsApp — Recharge Wallet
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Fill in your details and choose a payment method.
Amount payable
incl. 18% GST
₹797
Call Us
+91 22 2595 2840
Email Us
4qssolutions@gmail.com
OR FILL THE FORM BELOW
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Choose how to proceed
Your details are only used to process your order and will not be shared with third parties.
UPI ID: Mswipe.1400201021002516@kotak
How to pay via QR
  1. 1
    Open any UPI app (GPay, PhonePe, Paytm, BHIM)
  2. 2
    Tap "Scan QR" and point your camera at the code above
  3. 3
    Enter the amount shown and confirm payment
  4. 4
    Share the screenshot with us — we'll activate within 2 hours
After payment, email your transaction ID to 4qssolutions@gmail.com for instant activation.
FAQs

Frequently Asked Questions

Does this work with my existing WhatsApp Business account? +
The integration uses the WhatsApp Business API, which is separate from the WhatsApp Business app. We help you get API access through a Meta-approved BSP (Business Solution Provider) as part of the setup.
Will messages be sent automatically or manually? +
Both. Invoices and documents can be sent manually with one click from the voucher screen. Payment reminders can be configured to send automatically based on overdue days as set in Tally's outstanding report.
What happens if a customer's number is not on WhatsApp? +
The system checks if the number is registered on WhatsApp before sending. If not, you'll get a notification and can choose to send via SMS or email as a fallback.
Can I customize the message templates? +
Yes. We set up 3 custom message templates during installation — typically for invoices, payment reminders, and statements. Additional templates can be added as needed. All templates must be pre-approved by Meta.
Is this compatible with TallyPrime Server? +
Yes. The WhatsApp integration works with TallyPrime Silver, Gold, and Server editions. Users on TallyPrime Server can all send messages from their workstations.

Ready to send invoices via
WhatsApp from Tally?

Setup in 1 business day. Free demo with your own Tally data.

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