Send the right invoice to the right number
For a shop owner or billing operator using one Tally PC. Check the PDF, party number, and send result before making it part of the billing routine.
Billing desk →Find your workflow
Different Tally desks. Different sending problems.
Choose the guide closest to the work you do every day. Each page shows what to prepare, how the WhatsApp send fits into your Tally workflow, and what to verify before using it with customers.
Windows connector + TDL + QR-paired WhatsApp account. Test your own Tally release and document formats.
Audience pathsSingle-PC billing Distribution Accounting teams Multi-PC offices
Choose by the work you need to finish
The pages below answer different operational questions. You can start a trial from any page and use a real voucher to judge fit.
Connect dispatch documents and follow-ups
For distributors handling invoices, delivery documents, and outstanding balances. Build a simple handoff from dispatch to customer communication.
Distributor path →Review ledgers before sharing them
For accountants and CA teams preparing party statements or receipts. Focus on the active company, date range, recipient, and document privacy.
Accounting path →Use one sender across billing PCs
For offices where several Tally operators share a business WhatsApp number. See the Gold hub-and-spoke layout and the LAN checks it needs.
Office path →Before you decide
A short trial beats a broad feature list
TallyWhatsApp is a separate QR-paired connector. TallyPrime also offers its own built-in WhatsApp service, which follows a different business onboarding route. Choose based on your account requirements and a successful send with your own data.
Check
Your Tally setup
Record the Tally release, Windows PCs, and document formats your team uses.
Try
One controlled send
Use a recipient you control, then verify the number, PDF, and result in WhatsApp.
Decide
Support and ownership
Ask an authorized partner how installation, renewal, and failed sends will be handled.
Test your own Tally workflow.
Start the 14-day trial, or ask an authorized partner to review your office setup. Customer license terms are provided by partners.