WhatsApp Invoice Delivery in TallyPrime – Complete Guide to Setup, Pricing & How It Works (2025)

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WhatsApp has become one of the fastest and most preferred communication channels for businesses. Customers prefer receiving invoices, payment reminders, order summaries, and GST bills directly on WhatsApp because it is instant, easy to access, and always available on their phone.

TallyPrime, by default, does not have built-in WhatsApp integration, but it supports WhatsApp sharing through the Share → WhatsApp option on Windows machines.
For advanced features like automated invoice delivery, bulk WhatsApp sending, payment reminders, and customer notification automation, you must use an additional WhatsApp API service or a Tally WhatsApp Add-on.

This guide covers everything:

• What WhatsApp delivery means
• How to enable it
• Whether it requires extra payment
• Supported methods
• Pricing
• Best practices

1. What Is WhatsApp Invoice Delivery in TallyPrime?

WhatsApp Invoice Delivery means sending Tally invoices directly to customers through WhatsApp instead of printing or emailing them.

You can send:

• Sales Invoices
• Quotations
• Delivery Challans
• Purchase Orders
• Payment Receipts
• Outstanding Reminders
• Ledger Confirmations

Delivery can be:

• Manual (Send one invoice at a time)
• Automated (Send automatically after invoice creation — requires add-ons/API)

2. Can TallyPrime Send Invoices Through WhatsApp? (Yes, but with Limitations)

✔ Built-in basic WhatsApp share (free)

TallyPrime allows sharing invoices using the Windows “Share” feature:

• Open invoice
• Press Ctrl + P (Print)
• Select "Microsoft Print to PDF"
• Click Share → WhatsApp

This works only on:

• Windows 10/11
• With WhatsApp Desktop installed

✔ No automation in built-in mode

Tally does not automatically send invoices or reminders through WhatsApp without add-ons.

3. For Automation or Bulk WhatsApp Messaging, You Need:

Option A: WhatsApp Business API (Recommended)

Using official Meta-approved providers such as:

• Interakt
• MSG91
• Twilio
• Wati
• AiSensy

These services connect with Tally using:

• API
• HTTP integration
• Custom Add-ons

Option B: Tally WhatsApp Add-Ons (Paid)

These add-ons allow:

• Auto-send invoice PDF
• Auto-send payment reminder
• Bulk WhatsApp outstanding follow-up
• WhatsApp-based POS billing delivery
• Customer confirmations

These add-ons are sold by Tally partners or third-party developers.

4. What Features Can You Use with WhatsApp + Tally?

4.1 Instant Invoice Sending

Share the invoice directly when it is created.

4.2 Bulk WhatsApp Outstanding Reminders

Send reminders to multiple customers at once.

4.3 Auto WhatsApp Sending

Automatically deliver invoice PDF to customer when voucher is saved.

4.4 Customer Acknowledgement Tracking

Check if customer:

• Has received
• Has opened the invoice

4.5 WhatsApp Buttons for Payments

Customers get a Click to Pay button linked to Razorpay, Paytm, or bank transfer (via API providers).

4.6 Customer Support via WhatsApp

You can also configure:

• Order confirmation messages
• Delivery status
• Service ticket updates

5. Do You Need to Pay Extra for WhatsApp Invoice Delivery?

A. Basic Sharing via WhatsApp Desktop

• FREE
• No additional cost
• Manual sending only
• Works for 1-by-1 invoice share

B. Advanced WhatsApp Automation (Paid)

You need:

1. WhatsApp API subscription
2. Tally Integration Add-on

Both come with a cost.

6. WhatsApp Business API Pricing (Approximate 2025 UAE/India Pricing)

One-time Setup:

₹0 – ₹2,000 (depends on provider)

Monthly Charges:

₹500 – ₹3,000/month
(USD $7 – $35 for UAE accounts)

Message Charges by Meta:

Meta charges per conversation category:

India Pricing (Approx):

• Utility messages: ₹0.35 – ₹0.75
• Marketing messages: ₹0.70 – ₹1.15

UAE Pricing (Approx):

• Utility messages: AED 0.10 – AED 0.20
• Marketing messages: AED 0.18 – AED 0.30

Important:

Prices may vary based on provider and message volume.

7. Tally WhatsApp Add-on Pricing (India Market Estimate)

Most Tally WhatsApp add-ons cost:

• ₹2,500 to ₹12,000 per year
  Depending on features like:
• Auto invoice sending
• Bulk reminders
• Payment link integration
• Customer statement sending

UAE service providers may charge AED 200 – AED 800/year.

8. How to Implement WhatsApp Invoice Delivery in TallyPrime

A complete implementation involves:

Step 1: Choose the Method

Select one:

• Basic free WhatsApp sharing
• WhatsApp API provider
• Paid Tally WhatsApp Add-on

Step 2: Configure Customer Mobile Numbers

In Ledger → Enter:

• Mobile Number
• Country Code (+91 / +971)

Step 3: Install WhatsApp Desktop (If using basic free mode)

Install from Microsoft Store.

Step 4: Setup PDF Printing

Ensure Tally can export invoice as PDF.

Step 5: Integrate WhatsApp API (For automation)

Your API provider will give you:

• API key
• Webhook URL
• Template approval

A Tally developer or partner installs the connector script.

Step 6: Test Invoice Delivery

Send a sample invoice:

• Sales invoice
• Delivery challan
• Proforma invoice

Check if customer receives it instantly.

Step 7: Enable Auto-Send (Optional but powerful)

Set rules such as:

• Send upon voucher save
• Send only for sales invoices
• Send reminders on due date
• Send bulk follow-up weekly

9. Is WhatsApp Delivery Safe & Legal for Billing?

Yes.
WhatsApp is a secure end-to-end encrypted platform.
It is also legally accepted to deliver:

• GST invoices
• Payment demands
• Delivery notes
• Account statements

Just ensure:

• PDF format
• Customer acknowledgment

10. Who Should Use WhatsApp Delivery with Tally?

It is extremely useful for:

• Retail stores
• Wholesalers
• Service providers
• Agents & distributors
• Workshops
• FMCG dealers
• E-commerce sellers
• Transport & logistics
• GST-compliant businesses
• UAE companies using Tally

This reduces printing cost and improves customer communication.

Conclusion

WhatsApp Invoice Delivery is one of the most powerful ways to modernize your billing and customer communication directly from TallyPrime.

Basic sharing is free, but if you want:

• Automatic invoice sending
• Bulk reminders
• Payment links
• Customer notifications
• API automation

…then you will need a WhatsApp Business API subscription and/or a Tally WhatsApp add-on, which comes at an additional cost.

This system helps businesses speed up invoicing, improve customer experience, reduce paperwork, and ensure every bill reaches the customer instantly on their phone.

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