Biz AcceleratorWhatsApp module · TallyPrime
Invoices and bills, sent on WhatsApp from TallyPrime.
Press Alt + W on a sales voucher and the tax invoice PDF reaches your party’s WhatsApp with your message. Ledger outstandings and bills receivable go out the same way.
- Tax invoices
- Ledger outstandings
- Bills receivable
SalesNo. NM/24-25/0000021-Oct-26
Party A/c name NEW DIVYA ELECTRICAL
Name of itemQtyAmount
Actuator, heater & control10 Each760.00
Total₹760.00
- F8: Sales
- F9: Purchase
- I: More Details
- W: Send WhatsApp
Send WhatsApp invoice?
Yes or No
Success
WhatsApp Message Sent Successfully.
Today
Please send the bill for today’s order
6 stepsSet it up once
Six switches. Flip them once.
Attach the TCP, log in and add your Pinnacle details. Then switch the module on, set your messages and PDF folder, and give every party a mobile number. Pick a switch to see its screen.
Key ruleMessages go to the Primary Mobile No. in each party’s ledger. Enter it before you send.
WhatsApp module Control panel
Ready to send
Step 01TDL Configuration
- Load selected TDL files on startup
- Yes
- WhatsApp Integration TCP · Load TDL
- Yes
Add the WhatsApp Integration TCP file to TallyPrime in TDL Configuration.
Step 02Please Enter Your CredentialsF8
- User Name
- ••••••••
- Password
- ••••••••••••
Press F8 and log in with the Shraddha credentials we give you at setup.
Step 03WhatsApp Pinnacle Details Form
- Pinnacle ID
- Your Pinnacle ID
- Pinnacle API Key
- Your API key
- Pinnacle Template Name
- Your template
Enter the Pinnacle details your WhatsApp account uses, then accept the form.
Step 04Add-On FeaturesF6
- Enable WhatsApp Module
- Yes
Press F6 to open Add-On Features and switch the WhatsApp module on.
Step 05WhatsApp Message Details Form
- Outstanding message
- Your Outstanding Payment Is Pending Kindly Clear It
- Tax invoice message
- Your Tax Invoice Amount
- Folder path
- C:\WhatsApp PDFs
Exported PDFs are kept in this folder and sent from it on WhatsApp.
Step 06Ledger Alteration · New Divya Electrical
- Under
- Sundry Debtors
- Primary Mobile No.
- +91 – 98XXX XXX23
Messages go to the Primary Mobile No. in each party’s ledger.
3 placesSending messages
Send from the screen you’re already on.
A tax invoice from its sales voucher, a ledger’s pending bills from Outstandings, or a batch of bills from Bills Receivable. Each one drops into the tube and lands on the party’s WhatsApp.
- New Divya ElectricalThank you, receivedTax invoice NM/24-25/000002
- 24 Karat Trans SolutionWill update youOutstanding · ₹2,600.00 Dr
- Ahireshwar TransportOk notedBill 4700 · ₹1,600.00
- JamdadePayment doneBill 4692 · ₹300.00
Success WhatsApp Message Sent Successfully.Success Ledger outstandings sent.Status 2 bills sent · 0 failed
LogOne file per day
Sent or failed, every message is on record.
Tax invoices, ledger outstandings and bills receivable: each WhatsApp message is written to a daily .txt log. There is nothing to set up. The folder and the file make themselves.
- TallyPrime folderWhere TallyPrime is installed
- WhatsApp LogCreated inside it automatically
- whatsapp_Log(3-Oct-26).txtA new file every day
WhatsApp logRecords every message
REC
- Tax invoices
- Ledger outstandings
- Bills receivable
Sent or failed · do not delete
whatsapp_Log(3-Oct-26).txt
- Tax invoice · NM/24-25/000002 · New Divya ElectricalSent
- Ledger outstandings · 24 Karat Trans SolutionSent
- Bill receivable · 4700 · Ahireshwar TransportSent
- Bill receivable · 4692 · JamdadeFailed
Free demoOn your own Tally data
Send us one message. We’ll set up the rest.
We attach the TCP, connect your Pinnacle details, set your messages and PDF folder, and show Alt + W working on your own TallyPrime data.
Shraddha SupportHi! Want your invoices and bills going out on WhatsApp? Say hello and we’ll book your demo.
Need help? Shraddha Support+91 020 4148 8999shraddhainfosystems.com