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Are you looking to send messages from Tally to WhatsApp?
With this TDL addon you can now simply scan QR code & link your WhatsApp account to start sending Invoices, Outstanding Reminders, Ledger Confiramtions, Payment Confirmations, Reports and lot more with a click of a button from Tally to WhatsApp
All you just have to enter/update your customer and suppliers mobile number in the Tally ledger masters and start sending messages directly from Tally to WhatsApp.
You can practically send any vouchers, reports, ledgers directly from Tally to your customers WhatsApp number as added in the party master in Tally.
Sending Invoices, Orders, Outstanding reports on your customers directly from Tally to WhatsApp helps to speedup your important business activities without any delay and dependencies.
Follow the steps below to Send Messages from Tally to WhatsApp
- Download the Tally to WhatsApp TCP from here (Trial or Paid Version)
- Copy the downloaded TCP file in your TallyPrime folder
- Open a Company in TallyPrime > Press F1: Help > TDLs & Add-ons > Press F4: Manage Local TDLs and select the TCP file to load
- Press F6: add-on features and enable the Tally to WhatsApp module
- On gateway of Tally you will find a new option as “Tally to WhatsApp”
- Go to WhatsApp Settings and enter your unique WhatsApp API Instance ID and Token
- Update your customers and suppliers mobile number with country code prefix, 91 for India
- All done! You will now find a new button to send WhatsApp messages on all vouchers, outstanding reports and ledgers
Most amazing thing about this Tally to WhatsApp Sender TDL is you don’t need to keep your WhatsApp open or don’t need to scan your WhatsApp every time you send the messages. It sends messages in the background via WhatsApp REST API route.
Refer the screenshots below to get overall idea and understanding about our Tally to WhatsApp module;
Click on the API Login & Signup button to create your WhatsApp CRM & API account
Go to API Access to generate your unique Token
Click on Add Instance to generate your unique QR code to scan and link with your WhatsApp account. Once your WhatsApp account is linked successfully you can copy your instance ID and paste in Tally’s WhatsApp settings.
In Sales voucher type Enable or Disable WhatsApp settings to include Order details and Closing balance in WhatsApp messages
Enter your customer mobile number followed by country code on which you wish to send the messages from Tally
From Sales Register you can select multiple sales vouchers and send them over WhatsApp with a click of a button!
You can send customer ledger account or confirmation of account from Tally to WhatsApp
You can send customer outstanding statement on WhatsApp
From here you can select and send multiple customers outstanding statement on WhatsApp with a click of a button
Send stock summary on WhatsApp
Send Balance Sheet on WhatsApp
Send Profit & Loss account on WhatsApp
View complete WhatsApp messages sent log report