Add to Favourites

TallyPrime with WhatsApp

To use TallyPrime with WhatsApp, you must first onboard your business to WhatsApp Business through Interakt. During onboarding, you will register a business phone number, create or link the required Meta assets, complete business verification, and activate your WhatsApp subscription. After successful onboarding, you can connect the registered number to TallyPrime and start sharing documents with your customers.

Before setting up WhatsApp, learn about:

• Interakt features for WhatsApp
• Business verification
• WhatsApp templates
• WhatsApp subscription and wallet recharges
• TallyPrime with WhatsApp Price List – India and International

Step 1: Set Up Your Interakt Account

Interakt is the platform used to connect TallyPrime with WhatsApp Business. Before you can register a WhatsApp Business number, you must set up an Interakt account.

• Create a New Interakt Account
• Set Up an Existing Interakt Account

Step 2: Connect Your Business Phone Number

Choose one of the following:

• Add a new contact number
  Choose this option if:
  • You do not have a WhatsApp Business API account.
  • You do not have a business number registered with WhatsApp Business API.
  • You are setting up TallyPrime with WhatsApp for the first time.
• Add an existing WhatsApp business contact number to WABA
  Choose this option if:
  • Your business already uses WhatsApp Business.
  • You want to continue using your existing WhatsApp Business contact number with TallyPrime.

Step 3: Verify Your Business

To send documents from TallyPrime using Meta-approved templates:

• Use your GST registration certificate for business verification, or
• Create a Facebook Business Page and submit its URL along with your business website URL for verification.

You are recommended to provide your GST registration certificate to ensure a seamless sign-up experience. You can log in to the GST Portal and download your GST registration certificate.

To verify your business while creating/updating WABA, if you don’t have your GST registration certificate.

• You can provide the URL of your business website.
• In case you do not have an active website, you can provide the URL of your Facebook business page. Ensure that the business page is updated with all relevant information about your business, to avoid chances of your account getting blocked by Meta. To know more, refer to Create a Facebook business page.

Once your business is verified, you can send unlimited messages each day. Verifying your business with Meta increases your daily messaging limit from the default 250 messages to unlimited messaging.

Step 4: Activate and Manage Your Subscription

Activate your subscription through your Tally Partner. After activation, you can:

• Renew your subscription
• Recharge your wallet

Before adding your contact number with WABA, you will have the option to experience TallyPrime with WhatsApp using a Trial WhatsApp number assigned to you on Interakt. The trial number is valid for 5 days from the date your Interakt account is created, and you can add your contact number to WABA at any time during this period.

Step 5: Add Your WhatsApp Number to TallyPrime

Once your contact number is added to WABA, add the same Registered WhatsApp Number to TallyPrime. This enables TallyPrime to WhatsApp documents via this number.

Step 6: Share Documents Through WhatsApp

After you complete add the registered WhatsApp number to TallyPrime and receive approval for the required WhatsApp templates, you can start sharing invoices, reports, and other business documents through WhatsApp.

You can also design your templates and submit them to Meta for approval.