Wrong invoice version
Open the final voucher and inspect the generated PDF. A draft or corrected bill should not be mistaken for the approved one.
For distributors and wholesalers
From dispatch to payment follow-up, keep the document clear.
A distributor may send an invoice today and discuss an outstanding balance later. TallyWhatsApp provides a TDL-based WhatsApp action for supported Tally documents. Your team still checks the party, recipient number, document, and current balance before contacting a customer.
Designed for supported TallyPrime documents on Windows. Confirm your document set in the trial.
Where errors happenDispatch Contact Collections
The WhatsApp send is only as good as the Tally data behind it
Distribution teams often work across sales, dispatch, and accounts. Give each person a clear check before they send a document.
Wrong person at the buyer
The party ledger may contain a general office number. Confirm who should receive invoices and who handles payment follow-ups.
Stale outstanding amount
Review Bills Receivable or the party ledger before drafting a reminder. Payments or adjustments may have changed the balance.
A distributor's sequence
Separate the sale from the follow-up
The goal is a useful record for the buyer, not a stream of repeated messages. Start with one customer and one normal billing cycle.
Sending volume matters: QR pairing uses your WhatsApp account. Follow WhatsApp's current account rules and send relevant messages to customers who expect them. No connector can guarantee delivery or prevent restrictions.
Sale
Share the finalized invoice
From the supported Tally voucher screen, inspect the PDF, choose the intended contact, and confirm the WhatsApp action.
Proof
Verify the received document
For a trial, send to a controlled number. Check line items, tax details, totals, and whether your usual layout survived PDF generation.
Later
Review before a reminder
Open current receivables or a ledger statement. Select the bill requiring attention and write a specific, courteous follow-up.
Trial checklist
Test the handoffs your team actually uses
If several billing counters send from the same account, also review the shared-office setup. A single-PC trial does not prove a LAN arrangement will fit your network.
- Choose one sales invoice and any delivery document your team regularly shares.
- Check whether the buyer's invoice and payment contacts are different.
- Open the received PDF and verify your Tally print format and GST details.
- Review a recently paid bill so your reminder process avoids a stale demand.
- Agree who handles an undelivered document and who corrects party data.
Common questions
What should a distributor verify?
Can the same workflow cover invoices and payment reminders?
The site documents both invoice sharing and an outstanding reminder workflow. Treat them as separate checks: send the approved invoice first, then review current Tally receivables before following up.
Can my dispatch staff send from several PCs?
A Gold hub-and-spoke arrangement is intended for multiple Tally PCs on one office LAN using a paired sender. Confirm the exact number of PCs and the network conditions with a partner.
Will messages always reach the buyer?
No delivery guarantee applies. The recipient number, WhatsApp connection, account status, PDF generation, and platform rules can affect a send. Test and inspect failures.
Use one real dispatch cycle as your test.
Try an invoice and a reviewed outstanding follow-up during the 14-day trial. For office-wide setup and licensing, ask an authorized partner.