How to WhatsApp Invoices Immediately After Saving in TallyPrime

TallyPrime provides seamless integration with WhatsApp, allowing users to instantly send invoices after saving them.

Here’s how you can set this up and use it:

1. Steps to WhatsApp Invoices:

1. Enable WhatsApp Integration:

• Go to Gateway of Tally > F11: Features > Enable WhatsApp.
• Enter the registered WhatsApp number for the business.

2. Create and Save Invoice:

• After recording a Sales Invoice, TallyPrime will prompt you to send it via WhatsApp.
• Select Send Invoice via WhatsApp immediately after saving the invoice.

3. WhatsApp the Invoice:

The invoice is automatically sent as a PDF to the customer’s WhatsApp number.

2. Example of WhatsApping Invoices Immediately After Saving in TallyPrime:

ABC Electronics sells a laptop to a customer and records the transaction in TallyPrime.

Upon saving the invoice, TallyPrime prompts ABC to send the invoice directly via WhatsApp.

The customer instantly receives the invoice in PDF format on their WhatsApp.

3. Benefits of WhatsApping Invoices Immediately After Saving in TallyPrime:

• Instant Communication: Ensures invoices reach customers immediately.
• Paperless and Efficient: Reduces paperwork and speeds up invoicing.

4. Conclusion:

Sending invoices via WhatsApp in TallyPrime improves communication, enhances customer service, and helps businesses maintain a digital workflow.