How to Send Invoices from TallyPrime to WhatsApp: Complete Guide
Stop wasting time emailing invoices or printing them for couriers. Send invoices directly from TallyPrime to your customer's WhatsApp with one click.
The Manual Invoice Problem
Here's the typical invoice workflow for many Mumbai businesses:
- Create invoice in TallyPrime
- Print invoice or export to PDF
- Open email or WhatsApp
- Search for customer contact
- Attach invoice and send
- Repeat 50+ times daily
For a business doing 50-100 invoices per day, this manual process wastes 2-3 hours daily. That's 60+ hours per month spent on repetitive copy-paste work.
TallyPrime's WhatsApp integration eliminates this. Generate invoice → Click Send → Customer receives it on WhatsApp. Done.
TallyPrime with WhatsApp: What Is It?
TallyPrime with WhatsApp is an official connected service from Tally Solutions. It integrates WhatsApp Business API directly into your TallyPrime, allowing you to:
- Send invoices as PDF attachments via WhatsApp
- Use pre-approved message templates
- Track delivery status within TallyPrime
- Send payment reminders automatically
- Share order confirmations and delivery challans
Important: This is a Paid Service
TallyPrime with WhatsApp is not a free feature. It's a subscription service from Tally Solutions. See pricing below.
TallyPrime WhatsApp Pricing (2026)
Official pricing from Tally Solutions:
| Duration | Price | Discount |
|---|---|---|
| 1 Month | ₹750 + 18% GST | - |
| 3 Months | ₹2,250 + 18% GST | 5% off |
| 12 Months (Best Value) | ₹9,000 + 18% GST | 10% off |
Is it worth the cost? Calculate your time savings:
- Manual invoice sharing: ~3 minutes per invoice
- With WhatsApp integration: ~10 seconds per invoice
- 50 invoices/day = 2.5 hours saved daily
- Monthly time savings: 50+ hours
- Value of that time: Far more than ₹750/month
How to Set Up TallyPrime WhatsApp
Prerequisites
- TallyPrime 7.0 or later (current version)
- Active TSS subscription
- WhatsApp Business account with verified business number
- TallyPrime with WhatsApp subscription (purchased from Tally)
Step-by-Step Setup
1 Subscribe to TallyPrime with WhatsApp
Purchase the subscription from Tally Customer Hub (customerhub.tallysolutions.com) or contact Mark IT Solutions for assistance.
2 Connect Your WhatsApp Business Account
In TallyPrime, go to F11 > Connected Services. Enable TallyPrime with WhatsApp and follow the authentication process to link your WhatsApp Business account.
3 Add Customer Mobile Numbers
Ensure customer ledgers have mobile numbers entered. Go to Gateway > Alter > Ledger and add mobile numbers in the contact details section.
4 Send Invoice via WhatsApp
After creating a sales voucher, press the WhatsApp send button (or use the keyboard shortcut). Select the customer and send. The invoice PDF is automatically attached.
Free Alternative: Manual PDF Sharing
If the subscription cost doesn't fit your budget, here's a free (but slower) method:
- Create invoice in TallyPrime as usual
- Export to PDF: Press Ctrl+E > Select PDF format > Save
- Open WhatsApp Web (web.whatsapp.com) on your computer
- Find customer and attach the PDF file
- Send with a message like "Please find your invoice attached"
This works but takes ~3 minutes per invoice vs. 10 seconds with the integration.
Need Help with WhatsApp Setup?
Our team can configure TallyPrime with WhatsApp for you. Same-day setup available.
Call: 022 6199 2222Frequently Asked Questions
Can I send invoices from TallyPrime to WhatsApp for free?
No, sending invoices via WhatsApp requires the TallyPrime with WhatsApp subscription service. This is a paid add-on from Tally Solutions that integrates WhatsApp Business with your TallyPrime. Pricing starts at ₹750/month or ₹9,000/year (plus GST). The subscription includes templates for invoices, payment reminders, and order confirmations.
What is the cost of TallyPrime WhatsApp integration?
TallyPrime with WhatsApp subscription costs: ₹750 + GST for 1 month, ₹2,250 + GST for 3 months (5% discount), or ₹9,000 + GST for 12 months (10% discount). This is an official Tally Solutions connected service that provides secure WhatsApp Business integration.
Do I need a separate WhatsApp Business account?
Yes, you need a WhatsApp Business account linked to your business phone number. The TallyPrime with WhatsApp service connects your TallyPrime to WhatsApp Business API. Your business number will be used to send invoices and messages to customers.
What documents can I send via TallyPrime WhatsApp?
With TallyPrime WhatsApp integration, you can send sales invoices, delivery challans, payment reminders, order confirmations, and quotations. Documents are sent as PDF attachments with customizable message templates.
Is there an alternative to paid WhatsApp integration?
Yes, you can manually share invoices by: (1) Export invoice as PDF from TallyPrime using Ctrl+E, (2) Open WhatsApp Web or app, (3) Attach and send the PDF. This is free but time-consuming for high-volume businesses. The paid integration automates this process and sends directly from TallyPrime with one click.
Need Help Setting Up WhatsApp Integration?
We'll help you subscribe, configure, and start sending invoices via WhatsApp from TallyPrime.
About Mark IT Solutions Team
With over 20 years of experience, Mark IT Solutions is a certified 5-star Tally partner in Mumbai. We specialize in TallyPrime implementation, customization, training, and support for businesses across India.
