{"id":17322,"date":"2026-09-28T22:43:57","date_gmt":"2026-09-28T17:13:57","guid":{"rendered":"https:\/\/www.fast2sms.com\/help\/bulk-whatsapp-from-tally\/"},"modified":"2026-09-28T22:44:43","modified_gmt":"2026-09-28T17:14:43","slug":"bulk-whatsapp-from-tally","status":"publish","type":"post","link":"https:\/\/www.fast2sms.com\/help\/bulk-whatsapp-from-tally\/","title":{"rendered":"Send Bulk WhatsApp Messages from Tally to All Customers at Once"},"content":{"rendered":"

Sending invoices one by one on WhatsApp eats up your evening. With the free Fast2SMS plugin you can send bulk WhatsApp from Tally in one go: pick a day’s invoices in the sales register and send them all, or send a payment reminder to every customer who owes you money from the outstanding report. Each customer gets their own invoice PDF or their own pending amount, not a group message.<\/p>\n

This guide shows how to send bulk invoice WhatsApp from Tally, how to send WhatsApp to all customers from Tally for outstanding reminders, how to load every mobile number quickly, and what it costs. Grab the Tally WhatsApp plugin free download and create your free Fast2SMS account below. The account is required, because the plugin sends through your own API key.<\/p>\n

Download Tally Plugin<\/a>Signup Now<\/a><\/p>\n

\"Three
Three ways to reach every customer at once from Tally.<\/figcaption><\/figure>\n

What bulk WhatsApp from Tally can do<\/h2>\n

The plugin adds bulk sending in two places you already use every day. Neither needs a separate software or an Excel export.<\/p>\n

\n\n\n\n\n\n\n\n
What you want to send<\/th>\nWhere you do it in Tally<\/th>\nWhat each customer gets<\/th>\n<\/tr>\n<\/thead>\n
Many sales invoices at once<\/td>\nSales Register, select the invoices<\/td>\nTheir own invoice details with the invoice PDF attached<\/td>\n<\/tr>\n
Payment reminders to all debtors<\/td>\nStatement of Account > Outstanding > Group > Debtors<\/td>\nTheir own outstanding amount as a reminder<\/td>\n<\/tr>\n
The same by SMS<\/td>\nSame screens, SMS module<\/td>\nA DLT-approved SMS with a short link to the PDF<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

Everything goes through the official WhatsApp Business API. There is no QR code to scan and no phone that needs to stay on, so a bulk run of a few hundred messages does not tie up anyone’s mobile. For single invoices and auto-send on save, see the send invoice on WhatsApp from Tally guide<\/a>.<\/p>\n

Before you start: a five-point check<\/h2>\n

Bulk sending uses the same setup as single sending. If one voucher goes out fine, bulk will work too. Tick these off first:<\/p>\n

    \n
  1. Plugin loaded:<\/strong> the .TCP file is loaded as a Local TDL or Account TDL, and the WhatsApp module is set to Yes in F1: Help > TDLs & Add-ons > F6: Add-On Features (administrator only).<\/li>\n
  2. API key entered:<\/strong> copied from the Dev API section of your Fast2SMS panel.<\/li>\n
  3. WhatsApp settings done:<\/strong> 123456789 in WhatsApp API Settings and T101-T120 in WhatsApp Template Settings (see the default templates section below).<\/li>\n
  4. Mobile numbers loaded:<\/strong> every customer you want to reach has a number in their ledger.<\/li>\n
  5. Wallet topped up:<\/strong> enough balance for the whole run. You can check and recharge inside Tally.<\/li>\n<\/ol>\n

    New to the plugin? The main Tally WhatsApp and SMS plugin guide<\/a> covers the full install, and the Tally WhatsApp integration guide<\/a> explains how the pieces fit together.<\/p>\n

    Step 1: load all customer mobile numbers<\/h2>\n

    A bulk send is only as good as your numbers. Customers without a number in Tally simply cannot receive anything. The plugin gives you three ways to fill them, from one at a time to hundreds at once.<\/p>\n

    \"Tally
    The Tally to WhatsApp menu, where you set up templates and update mobile numbers.<\/figcaption><\/figure>\n
    \n\n\n\n\n\n\n\n
    Method<\/th>\nWhere<\/th>\nBest for<\/th>\n<\/tr>\n<\/thead>\n
    Ledger master<\/td>\nAlter the customer ledger and type the mobile number<\/td>\nNew customers, or a few corrections<\/td>\n<\/tr>\n
    Update Mobile Numbers<\/td>\nGateway of Tally > Fast2SMS.com > Tally to WhatsApp > Update Mobile Numbers > Sundry Debtors<\/td>\nTyping numbers for many existing customers on one screen<\/td>\n<\/tr>\n
    Import from Excel<\/td>\nGateway of Tally > Fast2SMS.com > Tally to WhatsApp > Import Mobile Numbers<\/td>\nHundreds of numbers you already have in a sheet or phone export<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

    Import numbers from Excel with the sample file<\/strong><\/p>\n

    On the Import Mobile Numbers screen you will find an option to download a sample Excel file. Use it, do not make your own layout. Fill in your ledger names and mobile numbers in that file, save it, and import it into your existing ledgers.<\/p>\n

    The one thing that trips people up is ledger names. They must match Tally exactly, letter for letter. “Sharma Traders” and “M\/s Sharma Traders” are two different names to Tally. The safest way is to copy names from Tally into the sheet rather than typing them.<\/p>\n

    Keep one clean mobile number per customer, digits only, no spaces, dashes or a second number in the same cell. The same menus exist under Tally to SMS if you mainly send SMS.<\/p>\n

    Step 2: send bulk invoices from the sales register<\/h2>\n

    This is how a distributor or wholesaler sends all of today’s bills in one shot after the last dispatch.<\/p>\n

      \n
    1. Open the Sales Register<\/strong> in TallyPrime (Display More Reports > Account Books > Sales Register).<\/li>\n
    2. Set the period to the days you want, for example today, and open the month to see the list of invoices.<\/li>\n
    3. Select the sales invoices you want to send. Leave out cash walk-in bills or any customer without a number.<\/li>\n
    4. Press the WhatsApp send option the plugin adds to the register. Each selected customer gets their own invoice.<\/li>\n
    5. Open Tally to WhatsApp > Delivery Report<\/strong> a little later to confirm what was delivered.<\/li>\n<\/ol>\n

      The template used is the one you mapped for sales: T101 (sales with closing balance), T102 (sales without closing balance) or T103 (sales with order details). If you want customers to see their running balance on every bill, keep T101 in the sales row. More on this in the Tally GST invoice on WhatsApp guide<\/a>.<\/p>\n

      A good habit: before your first bulk run, send one invoice to your own number from the sales voucher. The plugin shows a preview with the message and mobile number before sending, so you can check the wording once.<\/p>\n

      Step 3: send bulk outstanding reminders to all customers<\/h2>\n

      Collections are where bulk sending saves the most time. Instead of calling twenty customers, you send each one a polite reminder with their own pending amount.<\/p>\n

        \n
      1. Go to Gateway of Tally > Statement of Account > Outstanding > Group<\/strong>.<\/li>\n
      2. Choose Debtors<\/strong> (Sundry Debtors) to see every customer with a balance.<\/li>\n
      3. Select the customers you want to remind, or select all customers.<\/li>\n
      4. Click the Send WhatsApp<\/strong> button. Each customer gets a reminder with their own outstanding.<\/li>\n<\/ol>\n

        This uses the T116 ledger outstanding template. You can also send a single customer’s outstanding from their ledger, which is handy when someone asks “how much do I owe?”. The full collections workflow, including SMS reminders, is in the Tally payment reminder guide<\/a>.<\/p>\n

        Before you select all, glance at the list. Remove customers with disputed bills, those who have just paid by cheque that is not yet entered, and any credit balances. A wrong reminder costs goodwill more than it costs money.<\/p>\n

        What each customer receives<\/h2>\n

        Bulk does not mean one message for everyone. Tally fills each customer’s own details into the approved template, so every message is personal.<\/p>\n

        \"Bulk
        What your customer sees: the invoice message with the PDF attached as a document.<\/figcaption><\/figure>\n