Tally WhatsApp Integration
Your accountant already lives in Tally — every invoice, receipt, and ledger passes through it. The InfiQ Tally WhatsApp integration turns those accounting events into instant, professional WhatsApp messages on the official WhatsApp Business API, so a customer gets their invoice PDF the moment it's booked, a gentle payment reminder before the due date, and a monthly statement without anyone opening a chat window. It works with TallyPrime and Tally.ERP 9 through InfiQ's connector layer, and because messages go out on a WhatsApp Business Account you own, you keep the phone number, the quality rating, and the customer relationship. No re-keying data, no copy-pasting invoice numbers into WhatsApp, no separate reminder register.
How the data flows
Tally
your system
InfiQ
rules + templates
Payment of ₹2,499 received — receipt attached. Thank you!
✓✓
delivered · read
Live syncWhat the Tally + WhatsApp integration actually does
Instead of exporting an invoice to PDF and manually forwarding it, InfiQ listens for events inside Tally and fires a matching WhatsApp template the instant they happen. When a sales voucher is saved, the customer receives the invoice with its PDF attached. When a payment is due — or overdue by a threshold you set — a reminder goes out with the outstanding amount and a UPI or payment link. At month-end, each party can be sent their ledger statement automatically. The integration reads the real fields from your voucher (party name, invoice number, amount, due date, GSTIN) and drops them into approved message templates, so every message is accurate to the paisa and personalised without manual effort.
- Invoice delivery — sales voucher saved in Tally triggers a WhatsApp with the invoice PDF and key details
- Payment reminders — scheduled nudges before and after the due date, with the outstanding balance and a pay link
- Ledger & outstanding statements — periodic party-wise statements sent on a cadence you choose
- Receipt confirmations — a thank-you message the moment a receipt voucher is booked
- Order and dispatch updates — pair Tally stock/dispatch events with delivery-status messages
How the integration is set up
Setup is designed so your accounts team can run it without writing code. First, you connect your Tally instance to InfiQ — TallyPrime and Tally.ERP 9 expose an HTTP/ODBC-style interface, and InfiQ's connector polls or receives the relevant voucher events. Next, you map each Tally event (sales voucher, receipt, due date crossing) to a pre-approved WhatsApp template, matching Tally fields to template variables like {{party_name}} and {{invoice_total}}. Then you switch on only the automations you want and set quiet hours or reminder schedules. Finally, you run an end-to-end test to a staff number, confirm the PDF and variables render correctly, and go live. Developers who want deeper control can drive everything through InfiQ's webhooks and API rather than the visual mapper.
- 1. Connect your Tally company to InfiQ (TallyPrime or ERP 9)
- 2. Map Tally events to approved WhatsApp templates and variables
- 3. Enable the automations and set schedules, thresholds, and quiet hours
- 4. Test end-to-end to a test number, then go live
Built for how Indian businesses run on Tally
Tally is the accounting backbone for lakhs of Indian SMBs, distributors, and traders, but the last mile — actually getting the invoice or reminder in front of the customer — is usually manual and slow. That gap is exactly where collections leak and DSO (days sales outstanding) creeps up. A distributor can auto-send invoices to hundreds of retailers the moment they're booked. A CA firm or accounts outsourcer can push ledger statements to every client at month-end in one run. A wholesaler chasing credit can let automated pre-due and post-due reminders do the polite chasing, freeing staff to handle only the genuine disputes. Because InfiQ is WhatsApp-first and messages land on a channel with near-universal open rates in India, reminders get seen — and paid — far faster than email or a phone call that goes unanswered.
Why InfiQ instead of a one-off script
Plenty of tools can fire a single static WhatsApp when an invoice is created. InfiQ wires the full loop: accounting events in, correctly-templated WhatsApp out, and customer replies synced back so an 'I've paid, ref XYZ' or a query lands where your team can see it — two-way where applicable. Everything runs on a WhatsApp Business Account you own, with your own BSUID (Business-Scoped User ID, the identifier tied to the 2026 WhatsApp usernames change), so you are never locked into a shared or borrowed number. As an official Meta Business Partner, InfiQ keeps you on the compliant, official WhatsApp Business API — with template management, delivery reporting, and transparent ₹ pricing (ex-GST) by message category.
Frequently asked questions
Does Tally sync to WhatsApp automatically?+
Does it work with TallyPrime and Tally.ERP 9?+
Do I need to write code?+
Can I send the actual invoice PDF, not just text?+
Can customer replies come back into my system?+
Whose WhatsApp number are the messages sent from?+
What does it cost to send messages?+
Are payment reminders compliant with WhatsApp's rules?+
Still have questions?
Ask us on WhatsAppTurn every Tally entry into a WhatsApp message
Book a demo and see your Tally invoices, reminders, and statements go out on WhatsApp automatically — on a number you own, with transparent ₹ pricing on Meta's live rates.