Can you send Invoice by whatsapp in Tally
Want to instantly share invoices, invoices, payment reminders, or outstanding reports with your clients directly via WhatsApp from TallyPrime? This video shows you how! 📱
What You'll Learn:
🧰 Overview of Tally–WhatsApp integration – Why it's a game-changer for invoice delivery and payment reminders
🛠️ Setup Process – Registering via Interakt (WhatsApp Business API), configuring TallyPrime, and enabling WhatsApp voucher sharing
📤 Sending Invoices Easily – After saving a voucher, use "WhatsApp after saving" to send invoice PDFs directly to your customer's phone
✉️ Manual vs Auto-send – Choose between auto-sharing or selecting “Send WhatsApp” manually in the voucher entry screen
📎 Extras You Can Share – Beyond invoices, send statements, ledgers, and outstanding reports, including digital signatures and payment-request templates
Видео Can you send Invoice by whatsapp in Tally канала Perfect Soft Solutions
What You'll Learn:
🧰 Overview of Tally–WhatsApp integration – Why it's a game-changer for invoice delivery and payment reminders
🛠️ Setup Process – Registering via Interakt (WhatsApp Business API), configuring TallyPrime, and enabling WhatsApp voucher sharing
📤 Sending Invoices Easily – After saving a voucher, use "WhatsApp after saving" to send invoice PDFs directly to your customer's phone
✉️ Manual vs Auto-send – Choose between auto-sharing or selecting “Send WhatsApp” manually in the voucher entry screen
📎 Extras You Can Share – Beyond invoices, send statements, ledgers, and outstanding reports, including digital signatures and payment-request templates
Видео Can you send Invoice by whatsapp in Tally канала Perfect Soft Solutions
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23 июня 2025 г. 10:11:50
00:00:55
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