WhatsApp Invoicing & Automated Payment Reminders in India: Tally Setup SOP
July 24, 20268 min readAkib Husain
WhatsApp Invoicing & Automated Payment Reminders in India: Tally Setup SOP
Business automation guide for Indian SMEs to send instant WhatsApp PDF invoices, collect payments via embedded UPI links, and accelerate receivable recovery.
Who is this for: WhatsApp Accounting Automation
Quick Answer: How to Send WhatsApp Invoices & Reminders from Tally?
Configure Tally Prime with official WhatsApp Business API (Interakt) to dispatch PDF sales bills and ledger payment reminders automatically. Embedded UPI and Razorpay payment links in WhatsApp messages allow buyers to settle dues instantly, reducing DSO by 40%.
- Official Tally-Interakt integration connects via Meta WhatsApp Business API.
- Sends PDF tax invoices with embedded IRN QR codes and UPI payment links.
- Schedules automated overdue reminders on T-7, T-3, and due dates.
- TrulyInvoice reads WhatsApp invoice photos and extracts Tally ledgers in 15s.
1. Key Features of Tally WhatsApp Integration
- Instant Dispatch: Customer receives PDF invoice on WhatsApp seconds after voucher save.
- Embedded Payment Links: Buyers click UPI/NetBanking links to pay without manual bank entries.
- Automated Dunning Workflows: Pre-programmed reminders for 15, 30, and 45-day overdue bills.
- Statement of Accounts Sharing: Bulk dispatch of customer ledger statements during quarter-end.
Automate Purchase Ledger Entry to Tally Prime
Stop manual data entry. Extract digital PDFs, scanned bills, and WhatsApp photos with TrulyInvoice AI directly to Tally Prime in 15 seconds.
Automate Tally Purchase Entry Free →A
Akib HusainExpert Reviewer
Founder & Chief Architect of TrulyInvoice
Last Verified: July 24, 2026
TallyPrime FY 2026-27 (v4.0+)