How to Supercharge Your Tally Experience with WhatsApp: A Step-by-Step Guide?

  1/2/2024 3:48:49 PM

How to Supercharge Your Tally Experience with WhatsApp: A Step-by-Step Guide?

Businesses are working in a highly competitive market where it is essential to maintain seamless communication. If you are a Tally user, then it is a software that understands the need for seamless integration with social media platforms like WhatsApp.

It is a great combination that has the power of empowering businesses by providing quick, effective, and efficient communication. Tally Whatsapp Plugin is a useful tool.

How can you supercharge your business by exploring and using various features and advantages of this integration? Here is a step-by-step guide.

Start with fast and instant sharing of documents

This is a strong feature and standout feature. It can facilitate fast sharing of documents, e.g., invoices, reports, orders, and so on.

You can just press a click and documents can be shared with multiple recipients. You can instantly create an invoice and share it.

The use of Tally SMS Plugin can help a business in sharing multiple documents.

Share ledgers reports

When you integrate Tally and WhatsApp, you can share ledger reports and reminder letters also.

It means you can manage and share these documents efficiently. You can communicate with multiple customers simultaneously.

Thus, as a business owner, you save a lot of time and effort. You ensure that communication remains swift and efficient. Whether the business is small-scale or large-scale, this integration helps a lot.

It supports multiple document formats

Tally and WhatsApp combination gives immense flexibility for document sharing because it supports a full range of document formats. It can be pdf, jpeg, Excel, or anything. Tally is adaptable to meet their needs.

It can facilitate payment collection

Integration of Tally and WhatsApp can go the extra mile by facilitating payment collection. It is possible to share invoices that have a QR code and payment link with a ‘Pay Now’ option. This option can be embedded in the message.

This seamless payment option makes the process easy and simple not only for the business but for the owner as well.

It reduces the payment collection process.

Make use of a dedicated inbox facility

TallyPrime and WhatsApp combination offers a dedicated WhatsApp portal or Inbox. This is the platform where you can view and manage all incoming messages from customers. It helps businesses to track the replies of their customers. They can send a suitable reply to the client and customer and respond to them suitably.

Tally and WhatsApp offer data security

Data security is a big concern in today’s digital landscape. Tally and WhatsApp ensure that the communication is instant and secure.


Since staying connected is crucial in the competitive business world, it is crucial to use platforms that are safe and secure.

Tally with WhatsApp opens new avenues for instant and secure communication. Thus, you can always be in touch with your clients, always.

From flexible document formats to fast sharing of documents and to easy rectification of errors and enhanced security, the integration of WhatsApp and Tally can be a game-changer.

Use the combination of Tally and WhatsApp so that your business soars to new heights.

Let's start working together

To boost your revenue, request a proposal or contact us with your questions.

Our Branches

Bangalore office Address

42, Phase-2, Classic Orchards, Behind Meenakshi Temple, Bannergatta Main Road, Bangalore - Karnataka india Pin code - 560076

Mumbai office Address

Shop No 27/28, Gagan Shopping Arcade, Opp Meenakshi Tower, Gokuldham, Goregaon-East, Mumbai - Maharashtra india Pin code - 400063

Pune office Address

Office No 27, DNK Business Bay, Katraj, Pune - Maharashtra india Pin code - 411046

Delhi office Address

101, Pratap Nagar, Mayur Vihar Ph. 1, New Delhi, india Pin code - 110091

Surat office Address

Shop 2, 1st Floor, Karunasagar Society, Near Ankur School, Ambatalavdi, Katargam, Surat - Gujarat india Pin code - 395004

Vadodara office Address

306, Ananta Trendz, Opp. Prakruti Residency, Nr. Narayan Garden Gotri VUDA Road,Gorti Vadodara - Gujarat india Pin code - 390021

Rajkot office Address

FF/24-Shree mad bhavan 2nd floor, Opp kantastri vikas gruh school, Rajkot - Gujarat india Pin code - 360001

Contact Us
Quick Contact