{"id":17159,"date":"2026-07-31T21:02:20","date_gmt":"2026-07-31T15:32:20","guid":{"rendered":"https:\/\/www.fast2sms.com\/help\/send-invoice-on-whatsapp-from-tally\/"},"modified":"2026-07-31T21:14:55","modified_gmt":"2026-07-31T15:44:55","slug":"send-invoice-on-whatsapp-from-tally","status":"publish","type":"post","link":"https:\/\/www.fast2sms.com\/help\/send-invoice-on-whatsapp-from-tally\/","title":{"rendered":"Send Invoice on WhatsApp from Tally: Free Plugin, Full Steps"},"content":{"rendered":"<p>Your customer wants the invoice on WhatsApp. Everyone&#8217;s customer does. So after every sale you export the PDF from TallyPrime, save it, open WhatsApp on your phone, find the contact, attach, send. Ten invoices a day means an hour lost. There is a faster way: a free plugin adds a WhatsApp button right on your Tally sales voucher, and the invoice PDF lands in the customer&#8217;s chat seconds after you save the entry. This guide shows every step, from download to first delivered invoice.<\/p>\n<p style=\"text-align:center;margin:28px 0;\">\n  <a href=\"https:\/\/drive.google.com\/drive\/folders\/1JbnxPhk6VkJYTzsITOrfqzdzXAmEsfqA?usp=sharing\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;background:#e63329;color:#ffffff;font-size:20px;font-weight:700;padding:16px 52px;border-radius:40px;text-decoration:none;box-shadow:0 3px 8px rgba(0,0,0,0.22);\">Download Tally Plugin<\/a>\n<\/p>\n<h2>How the invoice reaches WhatsApp<\/h2>\n<p>The Fast2SMS Tally plugin uses official WhatsApp Business API templates. When you press send on a voucher, Tally generates the invoice PDF, the plugin attaches it as a document inside an approved Meta template, and the message goes out with your invoice details filled in: party name, invoice number, amount, closing balance. Your customer taps the document and reads the invoice inside WhatsApp, no app, no login, no printout.<\/p>\n<p>Because it works through the official API, it is nothing like the risky auto-clicker tools that run WhatsApp Web in the background and get numbers banned. Every message is a proper template delivery with a delivery report behind it. Here is a real sample of what lands in the customer&#8217;s chat:<\/p>\n<figure style=\"margin:36px 0;text-align:center;\">\n  <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.fast2sms.com\/help\/wp-content\/uploads\/2026\/07\/tally-whatsapp-invoice-sample.png\" alt=\"Sample Tally invoice message on WhatsApp showing PDF attachment, order number, invoice number and amount\" width=\"736\" height=\"1600\" style=\"max-width:400px;width:100%;height:auto;border:1px solid #e5e7eb;border-radius:8px;box-shadow:0 2px 8px rgba(0,0,0,0.06);\" \/><figcaption style=\"font-size:14px;color:#6b7280;margin-top:12px;font-style:italic;\">Invoice PDF as a tappable document, with order number, invoice number, date and amount filled from Tally.<\/figcaption><\/figure>\n<h2>What you need before starting<\/h2>\n<ul>\n<li>TallyPrime with admin access to your company.<\/li>\n<li>A free account on <a href=\"https:\/\/www.fast2sms.com\" target=\"_blank\" rel=\"noopener\">fast2sms.com<\/a> with some wallet balance. You pay per message only; the plugin itself is free, with no licence or annual fee.<\/li>\n<li>Customer mobile numbers in your ledger masters (the plugin can bulk-import them from Excel, covered below).<\/li>\n<\/ul>\n<h2>Step 1: Install the plugin in TallyPrime<\/h2>\n<ol>\n<li><a href=\"https:\/\/drive.google.com\/drive\/folders\/1JbnxPhk6VkJYTzsITOrfqzdzXAmEsfqA?usp=sharing\" target=\"_blank\" rel=\"noopener\">Download the plugin<\/a> and copy the .TCP file into your TallyPrime folder as a Local TDL, or upload it in your Tally.NET account as an Account TDL.<\/li>\n<li>In your Tally company press <strong>F1: Help &gt; TDLs &amp; Add-ons<\/strong> and confirm the plugin shows as loaded.<\/li>\n<li>Press <strong>F6: Add-On Features<\/strong> and enable the WhatsApp module (and the SMS module too if you want both channels).<\/li>\n<\/ol>\n<figure style=\"margin:36px 0;text-align:center;\">\n  <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.fast2sms.com\/help\/wp-content\/uploads\/2026\/07\/tally-plugin-enable-modules.jpg\" alt=\"Enabling the Fast2SMS WhatsApp module in TallyPrime add-on features\" width=\"1920\" height=\"1020\" style=\"max-width:100%;height:auto;border:1px solid #e5e7eb;border-radius:8px;box-shadow:0 2px 8px rgba(0,0,0,0.06);\" \/><figcaption style=\"font-size:14px;color:#6b7280;margin-top:12px;font-style:italic;\">Switch the WhatsApp module to Yes and a Fast2SMS.com menu appears on the Gateway of Tally.<\/figcaption><\/figure>\n<h2>Step 2: Paste your API key<\/h2>\n<p>Copy your API key from the Dev API section of your Fast2SMS panel and paste it in the plugin&#8217;s API Key Update screen. Your wallet balance now shows inside Tally, with recharge one keypress away.<\/p>\n<figure style=\"margin:36px 0;text-align:center;\">\n  <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.fast2sms.com\/help\/wp-content\/uploads\/2026\/07\/fast2sms-api-key-for-tally.jpg\" alt=\"Copying the Fast2SMS API key for the Tally WhatsApp plugin\" width=\"1920\" height=\"1020\" style=\"max-width:100%;height:auto;border:1px solid #e5e7eb;border-radius:8px;box-shadow:0 2px 8px rgba(0,0,0,0.06);\" \/><figcaption style=\"font-size:14px;color:#6b7280;margin-top:12px;font-style:italic;\">One API key connects Tally to your Fast2SMS wallet.<\/figcaption><\/figure>\n<h2>Step 3: Two entries and WhatsApp is live<\/h2>\n<p>You do not need your own WhatsApp Business number to start. Fast2SMS gives 20 ready-approved invoice templates on a default sender, and the plugin needs exactly two things:<\/p>\n<p><strong>First,<\/strong> open <strong>Tally to WhatsApp &gt; WhatsApp API Settings<\/strong> and type <strong>123456789<\/strong> as the WABA Phone Number ID:<\/p>\n<figure style=\"margin:36px 0;text-align:center;\">\n  <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.fast2sms.com\/help\/wp-content\/uploads\/2026\/07\/tally-waba-phone-number-id-default.png\" alt=\"Default WABA phone number ID 123456789 in the Tally WhatsApp settings\" width=\"1512\" height=\"549\" style=\"max-width:100%;height:auto;border:1px solid #e5e7eb;border-radius:8px;box-shadow:0 2px 8px rgba(0,0,0,0.06);\" \/><figcaption style=\"font-size:14px;color:#6b7280;margin-top:12px;font-style:italic;\">Type 123456789, the ready default phone number ID.<\/figcaption><\/figure>\n<p><strong>Second,<\/strong> open <strong>Tally to WhatsApp &gt; WhatsApp Template Settings<\/strong> and fill message IDs <strong>T101 to T120<\/strong> against the 20 template rows. For invoices the ones you will use most: <strong>T101<\/strong> Sales With Closing Balance, <strong>T102<\/strong> Sales Without Closing Balance, <strong>T103<\/strong> Sales With Order Details, <strong>T104<\/strong> Delivery Note, <strong>T111<\/strong> POS Voucher.<\/p>\n<figure style=\"margin:36px 0;text-align:center;\">\n  <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.fast2sms.com\/help\/wp-content\/uploads\/2026\/07\/tally-whatsapp-templates-t101-t120.png\" alt=\"Tally WhatsApp template settings with default message IDs T101 to T120\" width=\"1600\" height=\"749\" style=\"max-width:100%;height:auto;border:1px solid #e5e7eb;border-radius:8px;box-shadow:0 2px 8px rgba(0,0,0,0.06);\" \/><figcaption style=\"font-size:14px;color:#6b7280;margin-top:12px;font-style:italic;\">All 20 default message IDs in place. The full mapping table is in the complete plugin guide.<\/figcaption><\/figure>\n<p>The complete T101\u2013T120 table with variable counts for every voucher type is in the <a href=\"https:\/\/www.fast2sms.com\/help\/tally-whatsapp-sms-plugin\/\">full Tally plugin guide<\/a>.<\/p>\n<h2>Step 4: Add customer mobile numbers<\/h2>\n<p>Enter the mobile number in each customer&#8217;s ledger master, or do the whole debtor list at once: <strong>Update Mobile Numbers<\/strong> edits them in bulk, and <strong>Import Mobile Numbers<\/strong> loads them from Excel with a ready sample file.<\/p>\n<h2>Step 5: Send your first invoice<\/h2>\n<p>Open a sales voucher and press the WhatsApp send button. The plugin shows a preview with the customer&#8217;s number before sending, then the invoice PDF travels inside the template message. Done: your customer has the invoice on WhatsApp while the goods are still being packed.<\/p>\n<figure style=\"margin:36px 0;text-align:center;\">\n  <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.fast2sms.com\/help\/wp-content\/uploads\/2026\/07\/tally-invoice-sms-preview-masked.png\" alt=\"Invoice send preview from a TallyPrime sales voucher before delivery\" width=\"1920\" height=\"1030\" style=\"max-width:100%;height:auto;border:1px solid #e5e7eb;border-radius:8px;box-shadow:0 2px 8px rgba(0,0,0,0.06);\" \/><figcaption style=\"font-size:14px;color:#6b7280;margin-top:12px;font-style:italic;\">Preview before send: message content and customer number, one confirmation away.<\/figcaption><\/figure>\n<h2>Make it automatic<\/h2>\n<ul>\n<li><strong>Auto-send on save:<\/strong> under the voucher type, enable WhatsApp on creation or alteration. Save the invoice, and it sends itself. No button, no step, no forgetting.<\/li>\n<li><strong>Bulk from the sales register:<\/strong> select any set of invoices and send them all in one go, perfect for end-of-day dispatch.<\/li>\n<li><strong>Beyond invoices:<\/strong> receipts, payments, purchase orders, credit notes, <a href=\"https:\/\/www.fast2sms.com\/help\/tally-payment-reminder-whatsapp-sms\/\">outstanding payment reminders<\/a>, ledger reports and confirmations all have their own send options.<\/li>\n<\/ul>\n<h2>Want your own brand name on the messages?<\/h2>\n<p>The default sender works from day one. When you want invoices arriving from your business name, connect your own number: complete the free Meta embedded signup from your Fast2SMS panel (keep your existing WhatsApp Business app number if you like), press <strong>Add Templates to META Account<\/strong> in the plugin to push all 20 templates for approval, then replace 123456789 with your own phone number ID from WhatsApp Manager and T101 to T120 with your approved IDs.<\/p>\n<figure style=\"margin:36px 0;text-align:center;\">\n  <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.fast2sms.com\/help\/wp-content\/uploads\/2026\/07\/whatsapp-manager-phone-number-id-demo.png\" alt=\"WhatsApp Manager in Fast2SMS showing the connected number with WABA ID and phone number ID\" width=\"1600\" height=\"797\" style=\"max-width:100%;height:auto;border:1px solid #e5e7eb;border-radius:8px;box-shadow:0 2px 8px rgba(0,0,0,0.06);\" \/><figcaption style=\"font-size:14px;color:#6b7280;margin-top:12px;font-style:italic;\">Once your number is connected, WhatsApp Manager shows the phone number ID that replaces 123456789.<\/figcaption><\/figure>\n<p>Full walkthrough: <a href=\"https:\/\/www.fast2sms.com\/help\/get-free-whatsapp-cloud-api-access-no-monthly-or-setup-fee\/\">free WhatsApp Cloud API access<\/a>, with no monthly or setup fee.<\/p>\n<h2>Ways to send Tally invoices on WhatsApp, compared<\/h2>\n<div style=\"overflow-x:auto;\">\n<table style=\"width:100%;border-collapse:collapse;font-size:15px;\">\n<thead>\n<tr>\n<th style=\"border:1px solid #e5e7eb;padding:12px;background:#f3f4f6;text-align:left;\">Method<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:12px;background:#f3f4f6;text-align:left;\">Cost<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:12px;background:#f3f4f6;text-align:left;\">Effort per invoice<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:12px;background:#f3f4f6;text-align:left;\">Auto-send<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:12px;background:#f3f4f6;text-align:left;\">Delivery report<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">Manual: export PDF, share from phone<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">Free<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">High, every single time<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">No<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">No<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">Official Tally WhatsApp connected service<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">Paid subscription plans<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">Low<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">Yes<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">Yes<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">WhatsApp Web auto-clicker tools<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">Varies<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">Low<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">Partly<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\">No, and number ban risk<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\"><strong>Fast2SMS free plugin (official API)<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\"><strong>Free plugin, pay per message only<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\"><strong>One button, or zero with auto-send<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\"><strong>Yes<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:12px;\"><strong>Yes, inside Tally + panel<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p style=\"text-align:center;margin:28px 0;\">\n  <a href=\"https:\/\/drive.google.com\/drive\/folders\/1JbnxPhk6VkJYTzsITOrfqzdzXAmEsfqA?usp=sharing\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;background:#e63329;color:#ffffff;font-size:20px;font-weight:700;padding:16px 52px;border-radius:40px;text-decoration:none;box-shadow:0 3px 8px rgba(0,0,0,0.22);\">Download Tally Plugin<\/a>\n<\/p>\n<h2>Frequently asked questions<\/h2>\n<h3>Can I send an invoice PDF on WhatsApp directly from Tally?<\/h3>\n<p>Yes. The plugin attaches the invoice PDF as a document in an approved WhatsApp template and sends it from the voucher screen, or automatically on voucher save.<\/p>\n<h3>Is the plugin really free?<\/h3>\n<p>Yes. No licence fee, no annual charge, no setup cost. You pay only the per-message WhatsApp rate from your Fast2SMS wallet.<\/p>\n<h3>Do I need a WhatsApp Business API account first?<\/h3>\n<p>No. Start with the ready default: phone number ID 123456789 and templates T101 to T120. Your own branded number is optional and free to connect later.<\/p>\n<h3>Does this work without scanning WhatsApp Web?<\/h3>\n<p>Yes. Messages go through the official WhatsApp Business API, so nothing runs on your phone or browser and there is no ban risk that comes with auto-clicker tools.<\/p>\n<h3>Can invoices send automatically when I save the voucher?<\/h3>\n<p>Yes. Enable send on creation or alteration for the voucher type, and every saved invoice goes out on its own.<\/p>\n<h3>Can I send old invoices in bulk?<\/h3>\n<p>Yes. Open the sales register, select the invoices, and send them together on WhatsApp.<\/p>\n<h3>Which TallyPrime versions are supported?<\/h3>\n<p>The plugin loads as a standard .TCP add-on in TallyPrime, as a Local TDL or through your Tally.NET account.<\/p>\n<h3>What about SMS?<\/h3>\n<p>The same plugin sends DLT SMS too, with the invoice PDF auto-converted to a short link. See the <a href=\"https:\/\/www.fast2sms.com\/help\/tally-sms-plugin\/\">Tally SMS plugin guide<\/a>.<\/p>\n<h3>Where do I get support?<\/h3>\n<p>Email <a href=\"mailto:support@fast2sms.com\">support@fast2sms.com<\/a> or call <strong>+91-6262778822<\/strong>.<\/p>\n<h2>Your next invoice can go out on WhatsApp<\/h2>\n<p>Download the plugin, paste your API key, type 123456789 and T101 to T120, and press send on your next sales voucher.<\/p>\n<p style=\"text-align:center;margin:28px 0;\">\n  <a href=\"https:\/\/drive.google.com\/drive\/folders\/1JbnxPhk6VkJYTzsITOrfqzdzXAmEsfqA?usp=sharing\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;background:#e63329;color:#ffffff;font-size:18px;font-weight:700;padding:14px 40px;border-radius:40px;text-decoration:none;box-shadow:0 3px 8px rgba(0,0,0,0.22);margin:6px;\">Download Tally Plugin<\/a><br \/>\n  <a href=\"https:\/\/www.fast2sms.com\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;background:#e63329;color:#ffffff;font-size:18px;font-weight:700;padding:14px 40px;border-radius:40px;text-decoration:none;box-shadow:0 3px 8px rgba(0,0,0,0.22);margin:6px;\">Signup Now<\/a>\n<\/p>\n<p>Questions? Write to <a href=\"mailto:support@fast2sms.com\">support@fast2sms.com<\/a> or call +91-6262778822.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Step by step guide to send invoice PDF on WhatsApp directly from TallyPrime using the free Fast2SMS plugin: install, default templates, auto-send on voucher save and bulk sending.<\/p>\n","protected":false},"author":11,"featured_media":17153,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"send invoice on whatsapp from tally","_yoast_wpseo_title":"Send Invoice on WhatsApp from Tally: Free Plugin, Full Steps | Fast2SMS","_yoast_wpseo_metadesc":"Send invoice PDF on WhatsApp from TallyPrime with free Fast2SMS plugin. One button or full auto-send, official WhatsApp API, pay per message only. 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