Does Tally Prime have a native WhatsApp sharing feature?

Yes. Tally Prime Release 2.1 and 4.0+ feature native WhatsApp Business API integration (via Alt+E > Share > WhatsApp), allowing users to send invoices and ledger PDFs directly from Tally.

How do I manually export a report to PDF in Tally Prime?

Open any report or invoice, press Alt+E (Export) > Current, press C (Configure) to set File Format = PDF and select destination folder, then press E (Send) to save the PDF.

Can I receive purchase bills over WhatsApp and process them into Tally?

Yes. TrulyInvoice parses supplier purchase bills and photos sent via WhatsApp using AI and auto-syncs verified F9 purchase vouchers to Tally Prime in 15 seconds.

What file formats can be shared via Tally Prime WhatsApp integration?

Reports and vouchers can be shared as PDF, JPEG, or Excel files directly to the mobile number configured in the party ledger.

Export & Send Tally Prime Reports to PDF WhatsApp Directly

Sharing financial reports, outstanding customer ledgers, and sales invoices directly with clients via WhatsApp significantly speeds up payment collection and client communication. Tally Prime Release 2.1+ / 4.0+ natively supports direct WhatsApp sharing.

Quick Answer: How to Share Tally Prime Reports via WhatsApp?

TrulyInvoice extracts purchase bill data from WhatsApp photos and PDFs to post F9 vouchers directly into Tally Prime. For outbound document sharing, Tally Prime Release 2.1+ / 4.0+ features native WhatsApp Business API integration (Alt+E > Share > WhatsApp), allowing businesses to send ledger PDFs and invoices directly to clients' WhatsApp numbers.

Native Sharing: Open report > Alt+E (Export) / Share > Select WhatsApp.
Manual Export: Press Alt+E > Current > Set Format = PDF > Save & attach in WhatsApp Web.
Supported Formats: PDF, JPEG, Excel.
TrulyInvoice converts incoming WhatsApp purchase photos into Tally F9 vouchers in 15s.

Step-by-Step SOP: Sending Reports via Native WhatsApp

Open Target Report: Open any report in Tally Prime (e.g., Bills Receivable, Customer Ledger, or Sales Invoice).
Initiate WhatsApp Share: Press Alt+E (Export) / Share > WhatsApp.
Configure Format: Press C (Configure) and verify File Format = PDF.
Select Mobile Number: Tally will pre-fill the mobile number from the Party Ledger or allow entering a new recipient number.
Click Send: The PDF report is sent directly to the party's WhatsApp number.

Processing Incoming WhatsApp Bills with TrulyInvoice

While Tally Prime handles outbound WhatsApp report sharing, handling incoming vendor purchase bills received via WhatsApp photos or PDFs is even faster with TrulyInvoice.

TrulyInvoice parses WhatsApp bill photos using AI and posts verified F9 Purchase Vouchers directly into Tally Prime via the local Port 9000 connector in 15 seconds.

How to Export & Send Tally Prime Reports to PDF via WhatsApp Directly

Quick Answer: How to Share Tally Prime Reports via WhatsApp?

Step-by-Step SOP: Sending Reports via Native WhatsApp

Processing Incoming WhatsApp Bills with TrulyInvoice

Stop Manual Voucher Entry.