TallyPrime with whatsapp

TallyPrime with WhatsApp

Introduction to TallyPrime with WhatsApp

TallyPrime has integrated a powerful feature that allows users to send business documents directly through WhatsApp, enhancing communication efficiency. This integration is particularly useful for businesses looking to streamline their operations by sharing invoices, reports, and other essential documents quickly and securely.

Key Features of TallyPrime with WhatsApp

1. Easy Document Sharing

With TallyPrime Release 4.0, users can share various business documents such as:

Invoices (sales and purchase orders)
Payment Receipts
Delivery Notes
Financial Reports
Reminder Letters for pending payments

This feature enables businesses to send documents directly to the WhatsApp numbers of their clients and stakeholders, ensuring timely communication and action2 4.

2. Simple Setup Process

To utilize this feature, users need to follow a straightforward setup process:

Sign Up for WhatsApp Business Account (WABA): This involves registering a valid contact number through a trusted business solution provider, Interakt.
Add Registered Number in TallyPrime: Users must configure their TallyPrime settings to include the registered WhatsApp number.
Start Sharing Documents: Once set up, users can easily share documents by selecting the appropriate templates from TallyPrime

3. Predefined Templates for Quick Sharing

TallyPrime comes equipped with predefined WhatsApp templates that facilitate quick document sharing. These templates are designed for various purposes, including:

PDF files for invoices and reports
JPEG images for visual data

Users can also customize their templates according to their business needs, allowing for flexibility in communication2 4.

How to Share Documents Using TallyPrime with WhatsApp

Step-by-Step Guide

Generate the Document: Create the required document (e.g., invoice or report) within TallyPrime.
Select Share Option: Press Alt+M (Share), then choose the current document you wish to send.
Choose WhatsApp: Select the WhatsApp option and enter the recipient's number to send the document instantly.

This process ensures that your clients receive important documents promptly, regardless of their location

Security Measures

To maintain security while using this feature, businesses can configure user roles within TallyPrime. This allows them to restrict certain actions, such as who can send invoices or access specific reports via WhatsApp, ensuring that only authorized personnel can share sensitive information

Conclusion

The integration of WhatsApp with TallyPrime revolutionizes how businesses communicate with their clients and stakeholders. By enabling quick and efficient document sharing, TallyPrime enhances operational efficiency while ensuring security and ease of use. Embrace this powerful feature today and transform your business communication!

Frequently Asked Questions (FAQs)

Q1: Is Tally WhatsApp Integration secure?
A1: Yes, all communications through Tally WhatsApp Integration are encrypted to ensure data security and privacy.

Q2: Do I need technical expertise to set up the integration?
A2: The setup process is straightforward and requires minimal technical knowledge. Detailed instructions are provided to guide you through the process.

Q3: Can I customize the messages sent through WhatsApp?
A3: Yes, you can customize message templates to suit your business needs and communication style.

Q4: What types of documents can I share via WhatsApp?
A4: You can share invoices, receipts, statements, reports, and other financial documents directly through WhatsApp.

Q5: How can I get support if I encounter issues with the integration?
A5: Most providers offer customer support to assist with any issues or queries you may have regarding the integration.

Features

Send bills direct to your consumers
Check your valuable payments & receipts
Check E- invoice & E-way bill details
Send outstading reports to your consumers
Send salary slip to employees.

Benefits to Business

Save time as invoices directly Send on WhatsApp.
easy to know E- way & E- invoice bill details on WhatsApp.
save employees salary details in mobile.
easy to check finacial entires on WhatsApp.

By integrating Tally with WhatsApp, businesses can streamline their communication processes, enhance customer engagement, and improve overall operational efficiency. Get started today and experience the benefits of Tally WhatsApp Integration for your business.

How can you reach us?
You can reach us directly on our Tally support care contact number +91 9323586423 (or)

Write us on helpdesk@spectratally.com/info@spectratally.com (or)

Raise a ticket from your Tally Support Centre Selecting Spectra Compunet Pvt Ltd as your preferred partner. Illustration for reaching us through Tally Support Centre.