How to Send Tally Invoices on WhatsApp Automatically

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More than 2.7 million businesses use TallyPrime, according to Tally Solutions.

Customers prefer to talk to businesses through messages. In a 2025 Kantar study for Meta, 73.3% of consumers surveyed preferred messaging. The study covered 22 markets.

Late payments are another problem for small businesses. India’s MSMEs were owed ₹7.34 lakh crore in overdue payments as of March 2024. This figure comes from a report by GAME, FISME and C2FO.

Sending invoices on time gives customers the details they need to pay. Automating invoice delivery can also reduce your team’s manual work.

This blog guide shows you how to send Tally invoices on WhatsApp automatically. It is for distributors, wholesalers, retailers, manufacturers and accounting firms that use Tally every day.

How Does Sending Tally Invoices on WhatsApp Work?

Here is how one invoice moves. Your accountant saves a sales voucher in TallyPrime. Within moments, the customer receives a WhatsApp message with the invoice number, the amount and the PDF (Portable Document Format) file.

The PDF is the same GST (Goods and Services Tax) invoice that Tally prints. The customer simply gets it as a digital bill on WhatsApp.

Three parts work together to make this happen.

What is Tally WhatsApp integration?

This link between your billing software and WhatsApp is called Tally WhatsApp integration. AiSensy connects to Tally through its open API (Application Programming Interface) rather than a ready-made plug-in, so a connector completes the link.

An API is a way for one software to talk to another. Businesses usually choose one of two connector routes.

• A TDL add-on. TDL (Tally Definition Language) is Tally's own development language. A Tally partner builds the add-on, and it runs inside TallyPrime when a voucher is saved.
• Middleware. A small program that sits between two tools. It reads new invoices from Tally and passes them to AiSensy.

Your Tally partner can recommend the right route for your setup, whether you use TallyPrime or the older Tally.ERP 9. You can see the other tools AiSensy connects with on the integrations page.

Why do you need the WhatsApp Business API?

The WhatsApp Business app works when a person types and sends each message. Software such as Tally can send messages automatically only through the WhatsApp Business API.

AiSensy gives your business access to that API with a simple dashboard on top. Our comparison of the WhatsApp Business app and the API explains the difference in detail.

Why Send Tally Invoices on WhatsApp Automatically?

1. Your billing team gets its hours back

Take a simple example. A distributor raises 100 invoices a day, and each manual send takes about 2 minutes. That is more than 3 hours of staff time every day on one task.

With automation, bulk invoices go out by themselves, and the same person spends that time on stock, collections and customer queries.

2. Customers pay from a clear record

For credit sales, the invoice on WhatsApp gives the buyer the amount and due date in one place. A WhatsApp payment reminder can then quote the same invoice number, so both sides refer to the same bill.

3. Fewer "please resend the bill" requests

The invoice stays in the customer's chat with your business. Buyers and their accountants can open it again at any time, which keeps your team free for new orders.

4. One official number for all billing messages

Invoices go from your business number and show your brand name. Your communication stays with the company when staff members change. Our guide to the WhatsApp display name explains how that name is set.

5. Every invoice opens a channel for repeat sales

A customer who receives invoices on WhatsApp has an active chat with your brand. With their consent, you can use that channel for offers and new launches.

Manual sharing vs automated WhatsApp invoices

What You Need Before You Start

• Tally details. Your version and the voucher types you want to send, such as sales invoices or receipts.
• An AiSensy account. Your business number should be live on the WhatsApp Business API.
• A connector. A TDL add-on or middleware from your Tally partner.
• Clean customer data. WhatsApp numbers saved in each ledger with the country code, such as +91.
• Customer opt-in. Opt-in means the customer has agreed to receive messages from you. Here are 8 ways to collect WhatsApp opt-in.
• A process owner. One person who reviews delivery reports each day.

How to Send Tally Invoices on WhatsApp Automatically in 7 Steps

Follow these steps to send Tally invoices on WhatsApp automatically:

Step 1: Connect TallyPrime to AiSensy

Open TallyPrime software and load the company you bill from, so your partner can set up the connector on that company. Ask your Tally partner to set up a compatible connector between TallyPrime and AiSensy.

Request a demo with one sample invoice. Check that the connector reads the customer’s number, prepares the PDF link and sends the invoice through AiSensy.

Step 2: Choose when invoices are sent

Ask your partner to send invoices only when they are complete and ready for the customer. Draft bills should not trigger a message.

Confirm three things:

• Timing: Will invoices go immediately or every few minutes?
• Changes: Will customers receive a revised copy if an invoice is edited?
• Duplicates: How will the connector prevent the same invoice from being sent twice?

Step 3: Create your invoice message

Create a WhatsApp message template in AiSensy. Choose a document header to attach the invoice PDF.

You can use this message:

The placeholders fill in automatically using your invoice data:

• {{1}}: Customer’s name
• {{2}}: Business name
• {{3}}: Invoice number
• {{4}}: Invoice amount

Submit it to Meta under the Utility Template Message category. Keep it about the purchase and leave out offers or discounts. Our guide to writing WhatsApp utility messages explains this with examples.

If it is rejected, check these common template rejection reasons and fixes.

Step 4: Create an API campaign

An API campaign lets your connector send messages through AiSensy.

1. Go to Campaigns → + Launch → API Campaign

2. Enter a campaign name. Select your approved invoice template. Set the campaign Live.

2. Go to Manage → API Key and copy the key.

Give your integration partner the campaign name and API key securely. Treat the key like a password.

Follow the API campaign tutorial for the full walkthrough.

Step 5: Match your invoice details

Your partner needs to match each Tally detail to the correct AiSensy field.

The PDF needs a web link that AiSensy can access without logging in. A file stored only on your billing computer will not work.

Ask your partner to use unique, time-limited links that remain valid long enough for delivery. Anyone with an active link may be able to open the PDF.

Your partner can check the fields in the AiSensy API reference.

Step 6: Test on your own number

Create a sample invoice in TallyPrime with your own WhatsApp number as the customer's number. Send a sample invoice to your WhatsApp number. Check that:

• It reaches the correct number.
• The name, invoice number and amount are correct.
• The right PDF is attached and opens.
• Saving the invoice again does not send a duplicate.
• A missing customer number triggers an alert for your team.

Step 7: Go live and check delivery

Start with one invoice type, such as retail sales invoices.

Check AiSensy’s campaign reports daily during the first week. Review delivery status, investigate failures and correct wrong numbers in Tally.

Once the setup works reliably, add more invoice types.

You can also send delivery updates to your own system. Our WhatsApp webhooks guide explains how.

Case Study: How AMR Nuts and Hampers Sends Invoices on WhatsApp

AMR Nuts and Hampers is a dry-fruit brand based in Noida. It sells through its physical store, website and Amazon.

The challenge

AMR wanted to stay in touch with customers after a purchase. It needed an easier way to send invoices, remind customers about pending payments and encourage repeat orders.

The solution

AMR connected its POS billing software to AiSensy through webhooks. Now, customers receive their invoices on WhatsApp automatically after a purchase.

The brand also uses AiSensy to:

• Send order updates: Its Shopify integration sends order confirmations and tracking updates.
• Reach existing customers: AMR shares offers and product launches through WhatsApp broadcasts.
• Manage customer conversations: The team handles enquiries, orders and payment reminders from one place.

The results

AMR reported these results from its WhatsApp broadcast campaigns:

• 30% more sales.
• About 5–10% of recipients placing repeat orders.

WhatsApp invoices and payment reminders also helped the brand stay connected with customers after their purchases.

AMR uses POS billing software. You can build a similar invoice delivery workflow for TallyPrime with a compatible connector.

Read the full AMR Nuts and Hampers case study.

Send Payment Reminders and Receipts from Tally Too

Once invoices run smoothly, the same connection can handle the rest of the billing cycle. Each message type needs its own trigger and its own Utility template.

WhatsApp payment reminder template

Send this a few days before the due date on a credit sale.

Payment confirmation template

Send this once you record the payment in Tally.

A reminder workflow should always read the latest outstanding amount first. That way, a customer who has paid receives only the confirmation.

You can also add a payment link to the reminder, so the customer pays in a few taps. See how to send payment links on WhatsApp and WhatsApp Payments on AiSensy. For more message ideas, browse our 20 utility WhatsApp template examples and the template message library.

How Much Does It Cost to Send Tally Invoices on WhatsApp?

Your total cost has three parts.

• Your AiSensy plan. A subscription for the platform. See AiSensy pricing.
• The WhatsApp message charge. AiSensy's pricing page lists Utility messages in India at ₹0.145 per message. At that rate, 3,000 invoices a month cost about ₹435.
• The connector. A setup or yearly fee from your Tally partner, based on your requirements.

Use the free WhatsApp pricing calculator to estimate your own monthly spend. Our October 2026 WhatsApp pricing update covers the latest rules.

5 Best Practices for Sending Tally Invoices on WhatsApp

1. Save the correct WhatsApp number in Tally.
   Confirm the customer’s number at billing. Add the country code and save it in their customer ledger. Ask if they want to receive invoices on WhatsApp.
2. Keep invoice messages about the purchase.
   Include the invoice number, amount and PDF. Avoid discounts or offers in your Utility template. Send promotions separately.
3. Give each invoice PDF a clear file name.
   Include the invoice number, such as Invoice_INV-1042.pdf. This helps customers find the right bill when checking accounts or making payments.
4. Assign someone to answer billing questions.
   Customers may reply with questions about charges or payment dates. Have a team member check the shared inbox and respond promptly.
5. Check WhatsApp invoice delivery every week.
   Review delivery failures and available read reports in AiSensy. Correct wrong numbers in Tally and investigate failed messages before resending.

Conclusion

Sending Tally invoices on WhatsApp automatically reduces manual work and gives customers a copy of their bill in the chat.

Tally creates the invoice. A compatible connector passes the details and PDF to AiSensy, which sends the message.

Start with one invoice type and test it on your own number. Once it works well, you can add payment reminders and receipts.

Like AMR Nuts and Hampers, you can also use separate WhatsApp campaigns to encourage repeat purchases. Explore our WhatsApp automation guide and WhatsApp broadcast best practices for more ideas.

Ready to get started and send Tally invoices automatically on WhatsApp?

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