An Overview of WhatsApp Business Account (WABA)
To send invoices, reports, and other business documents from TallyPrime through WhatsApp, you need a WhatsApp Business Account (WABA).
A WABA is Meta’s business messaging platform that enables businesses to communicate with customers using a verified business identity. TallyPrime uses WABA to send business communications through your registered business phone number.
A WABA allows you to:
- Send invoices and reports directly from TallyPrime.
- Display your business identity while communicating with customers.
- Use approved business communication templates.
- Communicate through a verified business account.
Components Involved in Sending Documents via WhatsApp
To use WhatsApp with TallyPrime, the following services work together:
| Component | Purpose |
| Interakt | Connects TallyPrime with WhatsApp |
| Meta Business Account | Manages business assets and verification |
| WhatsApp Business Account (WABA) | Sends business communications |
| Registered Business Number | Used as the sender identity |
Registered Business Number
Every WABA must be associated with a phone number.
Tally recommends using a phone number that is not already being used with a personal or WhatsApp Business application. Using a dedicated number generally simplifies onboarding and verification.
Once your business number is registered:
- The number becomes part of your WABA.
- Business verification may be completed.
- Message templates are submitted for approval.
- The subscription is activated.
- The number can be configured in TallyPrime.
You can next add an existing WhatsApp Business Number or a new contact number to WABA complete the sign-up process.
TallyPrime with Interakt
TallyPrime uses Interakt as the messaging platform for WhatsApp communication.
Interakt manages business messaging services, number registration, template management, wallet-based billing, and communication delivery between TallyPrime and WhatsApp.
Interakt provides the infrastructure required for:
- WhatsApp onboarding
- Business number registration
- WhatsApp template management
- Subscription management
- Conversation billing
- Message delivery tracking
Interakt acts as the intermediary platform that processes the communication request and delivers it through WhatsApp.
During onboarding:
- An Interakt account is created.
- A business number is registered.
- Login credentials are provided.
- The account is linked with TallyPrime.
When adding a WhatsApp number in TallyPrime, users must sign in using their Interakt credentials.
Wallet-based Billing
WhatsApp business conversations are charged based on Interakt’s pricing model.
The associated wallet balance is used when business conversations take place. When the balance becomes low, the wallet must be recharged.
Business Verification for WhatsApp
Business verification is the process of confirming a business’s identity with Meta before it can fully use WhatsApp Business services.
Verification helps establish trust and supports compliant business communication.
Business verification helps:
- Confirm that the business is legitimate.
- Associate communications with a verified organization.
- Support approval of business messaging services.
- Improve trust in customer communications.
Verification Options
Before beginning verification:
- Use the legal business name consistently.
- Keep website information updated.
- Maintain an active Facebook business page, if used.
- Ensure business details across platforms are consistent.
GST Registration Certificate
Tally recommends GST-based verification because it generally provides a smooth onboarding experience.
Business Website
If a GST registration certificate is unavailable during onboarding, a business website may be used for verification.
Facebook Business Page
Businesses that do not have a website can use a Facebook Business Page as part of the verification process. The page should contain accurate and complete business information.
WhatsApp Templates and Meta Approval
Business-initiated communications on WhatsApp use predefined message templates.
Before invoices and reports can be sent through TallyPrime, these templates must be approved by Meta.
Templates help:
- Maintain messaging standards.
- Prevent spam.
- Ensure policy compliance.
- Enable business communication through WhatsApp.
After onboarding:
- Templates are submitted to Meta.
- Meta reviews the templates.
- Approved templates become available for use.
- TallyPrime can begin sending invoices and reports.
You can start sending invoices and reports only after:
- WhatsApp onboarding is completed.
- Subscription is activated.
- Templates are approved.
- The business number is configured in TallyPrime.
Security and Administration for TallyPrime with WhatsApp
WhatsApp communication in TallyPrime uses a registered business number, Interakt account credentials, and Meta-approved business assets.
Proper administration helps ensure that communication remains secure and consistent.
Business Identity
Messages sent from TallyPrime are delivered using the registered WhatsApp Business number associated with the organization. Customers receive communications that reflect the registered business identity.
Authentication
To connect a WhatsApp number with TallyPrime, users must authenticate using their Interakt account credentials.
Administrative Controls
Organizations should:
- Restrict access to Interakt administration.
- Protect Interakt credentials.
- Review account ownership periodically.
- Maintain current business verification information.
These practices help avoid issues with onboarding, login, and communication.
