Tally ERP WhatsApp Integration: Auto-Send Invoices & Payment Reminders
By Dharm (Founder & CEO, WhatsHub) | Published: July 22, 2025 | Updated: July 22, 2025
Kyun Zaroori Hai Tally + WhatsApp Integration?
India mein 90% se zyada SMEs aur traders Tally ERP use karte hain apna accounts manage karne ke liye. Lekin customer ko invoice ya payment reminder dene ke liye aaj bhi log manually WhatsApp pe type karte hain ya phone karte hain — jo time-waste aur error-prone hai.
Tally ERP WhatsApp integration se yeh kaam automatic ho jaata hai. Jaise hi aap Tally mein invoice save karte ho, customer ke WhatsApp par message pahunch jaata hai — invoice number, amount, due date sab ke saath.
Tally WhatsApp Integration ke 3 Tarike
Aap apne setup ke hisaab se koi bhi method choose kar sakte hain:
Method 1: WhatsHub Webhook (Recommended)
Sabse simple aur fast method. WhatsHub ek unique webhook URL provide karta hai jo aap Tally ke TDL (Tally Definition Language) script mein paste karte hain. Jab bhi koi voucher save hota hai, Tally automatically WhatsHub ko data bhejta hai, aur WhatsHub customer ko WhatsApp karta hai.
Method 2: Google Sheets Bridge
Agar TDL configure nahi karna toh Tally se data Excel/CSV mein export karo, WhatsHub ke Google Sheet mein paste karo — messages automatically send ho jaate hain. Yeh method non-technical users ke liye best hai.
Method 3: Manual API
Developers ke liye — directly WhatsHub REST API call kar sakte hain apne custom Tally integration script se.
| Method | Technical Skill | Setup Time | Best For |
|---|---|---|---|
| Webhook (TDL) | Basic | 15 minutes | Most businesses |
| Google Sheets Bridge | None | 5 minutes | Non-technical users |
| REST API | Developer | 1-2 hours | Custom ERP setups |
Step-by-Step Setup: Tally ERP + WhatsHub
Step 1: WhatsHub par Account Banao
whatshub.live par free account banao. WhatsApp Business number connect karo Meta Cloud API se. Yeh process 5 minute mein complete ho jaati hai.
Step 2: Integration Hub mein Tally Connect Karo
Dashboard mein Integration Hub → ERP → Tally ERP / Tally Prime → Connect click karo. Ek setup wizard khulega jisme aapko webhook URL milegi.
Step 3: Webhook URL Copy Karo
Setup modal mein apni unique webhook URL milegi. Is URL ko copy karo — isko Tally mein paste karenge.
Step 4: Triggers aur Templates Set Karo
WhatsHub mein decide karo kaunse events par message bhejni hai:
- New Sales Invoice — Customer ko invoice details WhatsApp par
- Payment Received — Payment receipt confirmation
- Payment Overdue — 7+ din overdue hone par reminder
- Low Stock Alert — Owner ko stock warning
WhatsApp Messages ke Examples
Namaste Ramesh Ji! Aapka invoice taiyaar hai.
Invoice No: INV-2025-0892 | Amount: Rs. 15,500
Due Date: 30 July 2025
Shukriya! — ABC Traders
Namaste Suresh Ji, aapka Rs. 8,200 ka payment pending hai.
Invoice: INV-2025-0756 (Due: 15 July)
Please jaldi payment karein. — XYZ Wholesale
Kya Kya Automatically Hoga?
| Tally Action | WhatsApp Automation | Customer Experience |
|---|---|---|
| Sales Invoice Save | Invoice notification instant | Invoice details seconds mein milti hai |
| Payment Entry | Receipt confirmation auto-send | Payment confirm hone ka message milta hai |
| Due Date Cross | Overdue reminder schedule | Polite reminder — relationship maintain |
| Stock Below Level | Owner ko WhatsApp alert | Internal alert to owner |
Real Business Results
- Invoice delivery time: 2-3 days se Instant (seconds mein)
- Payment collection: Average 35-40% faster
- Manual follow-up calls: 70% reduction
- Customer satisfaction: Significantly improved
Common Inquiries
Q: Kya Tally ERP ko WhatsApp se directly connect kar sakte hain?
A: Haan! WhatsHub ka webhook-based integration use karke aap Tally se har invoice save hone par automatically WhatsApp message customer ko bhej sakte ho. Koi coding ki zaroorat nahi.
Q: Tally Prime mein WhatsApp integration kaise setup karein?
A: WhatsHub par apna account banao, Integration Hub mein Tally ERP connect karo, webhook URL copy karo, aur Tally ke TDL configuration mein paste karo. Bas ho gaya!
Q: Kya Tally se WhatsApp par invoice PDF bhej sakte hain?
A: Haan. Aap invoice notification text ke saath PDF ka link ya invoice details WhatsApp message mein bhej sakte hain. Customer directly WhatsApp se download kar sakta hai.
Q: Payment overdue reminder Tally se WhatsApp par kaise bhejein?
A: WhatsHub mein payment overdue trigger configure karein — jab payment due date cross ho, automatically customer ko WhatsApp reminder jaata hai. No manual follow-up needed.
Q: Kya yeh Tally Silver, Gold aur Tally Prime sab mein kaam karta hai?
A: Haan, yeh Tally ERP 9, Tally Prime (Silver/Gold) sabke saath compatible hai. Webhook URL method sab versions mein kaam karti hai.