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TallyPrime with WhatsApp – Instant Business Communication at Your Fingertips
Take your client communication to the next level with seamless WhatsApp integration in TallyPrime. Share invoices, reports, and reminders instantly—no external tools needed, all from within your accounting interface.
Core Features
One-Click Document Sharing
Share invoices, orders, statements, and reports instantly via WhatsApp in formats like PDF, JPEG, or Excel.
Embedded Payment Links & QR Codes
Include clickable payment options directly within shared documents—making it easier for clients to pay faster.
Dedicated WhatsApp Inbox
Manage all incoming customer responses in a centralized WhatsApp inbox—no juggling apps or windows.
Strong User Controls
Configure user roles and permissions to control who can send messages, add or delete WhatsApp numbers, or automate sharing after saving vouchers.
Bulk Messaging Support
Send documents and reminders to multiple recipients at once, simplifying mass communication efforts.
Template-Based Messaging
Use pre-approved, customizable message templates for consistent, professional communication every time.
Multiple WhatsApp Numbers
Connect and manage multiple business WhatsApp numbers under the same account, each with its own document-sharing capability.
Usage Made Easy
- Add and verify your Business WhatsApp number.
- Set allowed user roles and voucher types for automated sharing.
- Send documents directly from vouchers or detailed reports.
- Use templated messages for quick, branded outreach.
- Monitor client responses in the integrated inbox.
Business Benefits
Business Benefits
"Turn Opportunities into Revenue with Smarter Processes"
Eliminate delays in sending invoices and getting confirmations—from email dependency to instant WhatsApp delivery.
With embedded payment options, clients pay sooner, improving your cash flow.
Templates ensure every message looks polished and reflects your brand’s tone.
Keep communication within TallyPrime’s secure environment and control access by user role.
