Tally ERP WhatsApp Integration: Auto-Send Invoices & Payment Reminders
By Dharm (Founder & CEO, WhatsHub) | Published: July 22, 2025 | Updated: July 22, 2025
Why Tally ERP + WhatsApp Automation is Essential
Over 90% of SMEs and trading businesses rely on Tally ERP to manage accounts and billing. However, sending invoices or payment reminders manually via personal mobile phones is time-consuming, prone to human error, and delays cash flow.
Tally ERP WhatsApp Integration automates this workflow completely. The moment an invoice is generated in Tally, a personalized WhatsApp message is dispatched to the customer containing invoice numbers, amounts, due dates, and secure payment links.
3 Methods to Integrate Tally ERP with WhatsApp
Select the integration method that best fits your business technical infrastructure:
Method 1: WhatsHub Webhook (Recommended)
The fastest and most reliable approach. WhatsHub generates a dedicated Webhook URL that you paste into your Tally TDL (Tally Definition Language) configuration. When a voucher is created or updated, Tally sends the payload to WhatsHub, which immediately delivers the WhatsApp message.
Method 2: Google Sheets Sync Bridge
If you prefer not to touch TDL code, export your daily billing ledger from Tally to Excel/CSV and paste it into a synchronized WhatsHub Google Sheet. Messages and invoices are dispatched on autopilot.
Method 3: Custom REST API Integration
Designed for developers and enterprise setups — invoke WhatsHub's REST APIs directly from custom Tally extension scripts or proprietary middleware.
| Integration Method | Technical Skill Required | Average Setup Time | Best Suited For |
|---|---|---|---|
| Webhook (TDL Script) | Basic Configuration | 15 minutes | Most SMEs & Traders |
| Google Sheets Bridge | None (Excel Only) | 5 minutes | Non-technical accounts staff |
| REST API | Developer / IT Team | 1-2 hours | Custom ERP Enterprise Architectures |
Step-by-Step Setup Guide: Tally ERP + WhatsHub
Step 1: Register Your WhatsHub Account
Sign up at whatshub.live and connect your official WhatsApp Business API or session slot. This process takes under 5 minutes.
Step 2: Access Integration Hub
Navigate to Integration Hub → ERP Systems → Tally ERP / Tally Prime → Connect on your WhatsHub dashboard to launch the step-by-step connection wizard.
Step 3: Copy Your Webhook Endpoint URL
Copy your unique Webhook URL provided in the wizard. This endpoint securely receives transaction events from your Tally installation.
Step 4: Configure Triggers & Notification Templates
Define automated triggers inside WhatsHub for key transaction events:
- New Sales Invoice Creation — Dispatches instant invoice confirmation to customer
- Payment Voucher Saved — Automatically sends payment receipt confirmation
- Overdue Payment Alert — Dispatches automated follow-up reminders 7+ days past due date
- Low Stock Inventory Alert — Sends real-time WhatsApp warnings to business owners
Sample WhatsApp Message Templates
Dear Ramesh, your invoice is ready for review.
Invoice No: INV-2025-0892 | Amount: Rs. 15,500
Due Date: 30 July 2025
Thank you for your business! — ABC Traders
Dear Suresh, this is a friendly reminder that invoice INV-2025-0756 for Rs. 8,200 is due for payment.
Due Date: 15 July 2025
Please complete payment at your earliest convenience. Thank you! — XYZ Wholesale
Automated Workflows Matrix
| Tally Trigger Event | WhatsApp Automated Action | Customer / Owner Experience |
|---|---|---|
| Sales Invoice Saved | Dispatches instant WhatsApp invoice | Customer receives complete invoice in seconds |
| Payment Receipt Recorded | Sends automated receipt notification | Instant payment confirmation for peace of mind |
| Invoice Due Date Passed | Schedules polite overdue reminder | Maintains professional relationship & faster recovery |
| Inventory Drops Below Threshold | Dispatches owner internal alert | Prevents stockouts with real-time notifications |
Verified Business Outcomes
- Invoice delivery speed: Reduced from 2-3 days (postal/email) to instant (seconds)
- Payment collection speed: 35-40% faster average payment realization
- Manual administrative calls: 70% reduction in routine follow-up calls
- Customer satisfaction: Significant boost in client trust and transparency
Common Inquiries
Q: Can Tally ERP be directly connected to WhatsApp?
A: Yes! Using WhatsHub's webhook-based integration, every time you save an invoice or voucher in Tally, an automated WhatsApp message is instantly dispatched to your customer without any coding required.
Q: How do I set up WhatsApp integration in Tally Prime?
A: Create a free account on WhatsHub, open the Integration Hub, select Tally ERP, copy your unique Webhook URL, and paste it into your Tally TDL configuration script. Setup takes under 15 minutes.
Q: Can invoice PDFs be sent automatically from Tally to WhatsApp?
A: Yes. You can automatically send invoice summary notifications along with a secure PDF download link or invoice breakdown directly to your customer's WhatsApp chat.
Q: How do automated overdue payment reminders work?
A: You can configure payment overdue triggers inside WhatsHub. When an invoice crosses its due date, WhatsHub automatically dispatches polite payment reminder templates to the customer on WhatsApp.
Q: Is this compatible with Tally Silver, Gold, and Tally Prime?
A: Yes, WhatsHub is fully compatible with Tally ERP 9, Tally Prime (Silver & Gold editions), and custom accounting modules via Webhook URL and REST API integrations.