TallyPrime WhatsApp Integration | Send Invoices via WhatsApp | 4 Quadrant Solutions

TallyPrime WhatsApp integration lets you send invoices via WhatsApp from Tally using WhatsApp Business API directly from TallyPrime.

TallyPrime WhatsApp Integration by 4QS

TallyPrime WhatsApp Integration for Indian Businesses –
Send Invoices via WhatsApp
Directly from Tally

Stop downloading PDFs and switching apps. With our TDP add-on for TallyPrime, send invoices, payment reminders, statements, and reports to customers in one click — directly from your Tally screen. Used by 500+ businesses across Mumbai, Pune, Delhi, and beyond.

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4QS Add-On vs TallyPrime Built-In

TallyPrime 7.1 Has Some WhatsApp Features — Here's What's Missing

TallyPrime 7.1 introduced native WhatsApp support for payment voucher confirmations. That's a good start — but it covers only one document type. The 4QS add-on fills the gap for everything your business actually needs to send.

Feature TallyPrime 7.1 Built-In 4QS Add-On
Payment Voucher Confirmation✓ Yes✓ Yes
Sales Invoice as PDF✗ No✓ Yes
Automated Payment Reminders✗ No✓ Yes
Account Statements / Ledger✗ No✓ Yes
Purchase Orders to Vendors✗ No✓ Yes
Delivery Notes / Challans✗ No✓ Yes
Custom Branded Templates✗ No✓ Yes (3 incl.)
Scheduled / Bulk Messaging✗ No✓ Yes
Works on TallyPrime Silver, Gold, ServerPartial✓ All editions

* The 4QS WhatsApp add-on is a TDP (TallyPrime Developer Package) customisation — not an official Tally product. It extends TallyPrime using the WhatsApp Business API via a Meta-approved BSP.

Use Cases

Everything You Can Send from TallyPrime via WhatsApp

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 customisable 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. Setup takes 1 business day.

1

Install Add-On

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

2

Connect WhatsApp 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 Business API Integration✓
TallyPrime Add-On Installation✓
Custom Message Templates (3)✓
Auto-Reminder Setup✓
PDF Invoice Sending via WhatsApp✓
Staff Training✓
AMC & Support✓
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Pricing

Simple, Transparent Plans

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

Not sure if this is the right fit for your business? We'll walk you through a live demo using your actual Tally data — no commitment required.

Request a Free Live Demo →

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

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Amount payable
incl. 18% GST
₹797
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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 4q**********@***il.com for instant activation.
FAQs

Frequently Asked Questions

Does TallyPrime support WhatsApp natively? +
TallyPrime 7.1 introduced a built-in WhatsApp feature, but it is limited to sending payment voucher confirmations only. It does not support sending sales invoices, account statements, purchase orders, delivery notes, or automated payment reminders. The 4QS add-on fills this gap, enabling one-click sending of all document types directly from TallyPrime using the WhatsApp Business API.
How do I send an invoice from Tally on WhatsApp? +
With the 4QS WhatsApp integration installed, open any sales voucher in TallyPrime and click the "Send via WhatsApp" button that appears on screen. The invoice PDF is generated and delivered to the customer's WhatsApp number instantly — no manual download, no switching apps, no copy-pasting numbers.
Does TallyPrime WhatsApp integration 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 customise 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 TallyPrime WhatsApp integration 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.

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WhatsApp from Tally?

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