TallyPrime supports sharing documents with parties by using WhatsApp templates. In case you wish to send a message to your party as a reminder for the due payments, you can do so from the inbox of your Interakt account. For more information, refer to How to send messages to your customers in one click.

TallyPrime with WhatsApp does not support sending documents to a WhatsApp group. You can only send documents to a party’s single WhatsApp No.

Yes, TallyPrime supports sharing reports to multiple ledgers at the same time. You can share your reports by opting for the All Ledgers in the WhatsApp to field. For example, you can select All Ledger Outstandings, Multi-Voucher, and so on from the list of reports, and the report will be shared with multiple ledgers at the same time.

Yes, it is possible to send messages to multiple mobile numbers by opting for the Multiple Mobile Nos. option in the Ledger master. You can also enter multiple WhatsApp nos. on the fly while sending the document to the party.

No, you will not be able to send multiple attachments of documents in the same message from TallyPrime. However, while sending reports in the image format, a single report can be converted to more than one image, depending upon the data, and will be sent to the receiver’s WhatsApp no. in the form of multiple images at the same time. Also, once you start the conversation with your party, you can attach multiple documents while sending messages to a contact from the Interakt portal.

No you will not be able to directly WhatsApp after downloading the file from Tally Reports in the Browser, as this feature is currently not possible in TallyPrime.

TallyPrime currently doesn’t support sending messages through the Tally Remote client.

Once you have logged in to your Interakt account, you will see browser alerts as and when a party replies to you through WhatsApp.

You can send business messages from Interakt Inbox to reply to an ongoing conversation and this does not require the involvement of any template. However, sending business documents from TallyPrime without any templates is not possible.

You can add multiple WhatsApp Nos. to a single company, depending on your business needs and preferences. However, you will not be able to use a single mobile no. to register for multiple businesses.

No, your parties need not have a Business Manager Account with Meta. They need to have a valid WhatsApp no. and they will receive the documents in their WhatsApp.

Yes, you can de-register an already registered business WhatsApp No. for TallyPrime. After using a number in a WhatsApp API account, you can switch the number back to use across WhatsApp personal/business apps. But you can do so, only if there has been no exchange of WhatsApp messages on the number for at least 30 days.

Refer to How to downgrade your WhatsApp business API Number to perform this activity.

Yes, it is possible to do so. You need to Configure the respective voucher type in TallyPrime and you are all set to WhatsApp the particular voucher after saving.

Yes, all voucher types and reports available in TallyPrime can be shared from TallyPrime through WhatsApp. There are no such restrictions on sharing any voucher types or reports from TallyPrime.

Using a number that is already in use for an existing WhatsApp Business Account (Business App) for WhatsApp Business API on-boarding is not allowed by Meta. A user will have to de-register himself from the WhatsApp Business Account to start using the WhatsApp Business API features.

It is required to have an internet connection for sending a WhatsApp message from TallyPrime.

By default, the WhatsApp From field will pick up the number from which the previous message that was sent from TallyPrime. However, users can always choose the number from which the message should be sent from.

User will not be able to manually add attachments to a message from TallyPrime. However, every WhatsApp message sent from TallyPrime will have an invoice or a report attached as a document or an image along with the message template.

Unfortunately, it is not possible to schedule sending WhatsApp messages from TallyPrime.

It is not possible to send messages from Education mode. Users will need a valid license and a TSS along with the WhatsApp subscription to start sending messages from TallyPrime.

It is possible for users to send customized invoices or reports from TallyPrime.

No. We are not allowing to send messages when company is accessed using the Tally Remote access. This is similar to any other connected service of Tally.

Yes. It is possible to do so. A business can use the Registered Business WhatsApp No. from any location using any license.

It is possible to do. User can choose Configure or the Right button option to change the WhatsApp To field according to the users requirement.

There is a template “Party Template with Payment Link” provided by default after activating the Tally subscription. This template allows users to send a payment link which has been generated for the invoice along with the invoice copy and the message.

We are currently not allowing users to send consolidated reports from Group Companies using the WhatsApp feature in TallyPrime.

We are not saving the summary of the WhatsApp messages sent from TallyPrime. Users can check the WhatsApp messages sent from the Interakt portal by logging in with the user credentials.

If the WhatsApp number in the ledger is an invalid number, the message will not be delivered and the user will get an error message.

Yes. It is possible to do so.

Yes. It is possible to do so.

Yes, you can include Digital signature on invoices and reports while sharing them through WhatsApp in TallyPrime.

You can sync the contact details from TallyPrime to your Interakt account through Ledger Contact Details report.

Users can select certain contacts to have ‘WhatsApp Opted’ out. While sending messages from TallyPrime or while doing Marketing Campaigns, the messages will not be send to these customer contacts.

Refer to How to create a campaign on Interakt with delay feature?

To start using WhatsApp from TallyPrime, you need to follow few simple steps. First, you need to raise a request from the customer portal to register your business WhatsApp no. and creation of Interakt account. After you submit the request, your TallyPartner will take it up to take the things forward.

It is possible to register multiple WhatsApp numbers under the same WhatsApp Business Account. Once registered, user will be able to access the inbox for the different numbers using the same credentials in the portal.

Tags can be used to filter users while performing activities from the Interakt portal like sending Marketing campaigns. Refer to How to create Tags for customers on WhatsApp Business API.

Yes. It is by default an annual plan. However, the subscription is linked with the TSS expiry date of your license and user will be able to renew both the TSS and the WhatsApp subscription together.

The registered business WhatsApp numner is added to a company. Any number of users can access the particular WhatsApp number. It doesn’t matter if it is a single user or multi-user environment. The admin will have the access to allow or prevent someone from using the WhatsApp number.

Yes. The subscription charges for a Gold and Silver license holder are the same.

This is not possible. Users will have to renew their WhatsApp subscription anytime before the expiry date.

Yes. It is possible to do so. Your wallet balance will be carried forward.

Refer to WhatsApp Business API Pricing Structure and check the cost charged for messages. You can choose the appropriate currency-based Rate Card applicable to you.

To check your wallet balance, on your Interakt account, click the Wallet icon at the bottom-left of the navigation pane.

Once you login to the Interakt account, the account will not be reset after a specific period of time. You can continue sending messages from this number without any issues.

Interakt is one of Meta’s Business Solution Providers (BSP). Tally Solutions have linked up with Interakt to provide the WhatsApp feature for the users in TallyPrime. To know more, refer to the Interakt Website.

While doing the Embedded Signup process during the onboarding, any errors that might happen are shown in the same flow itself. After the OTP verification of the account is done and the popup is closed, WABA doesn’t get disabled at that very instance. WABA disablements generally happen later, which is after the embedded signup with Meta has been completed. And if WABA gets disabled, you need to request a review.

1. Raise a request with Tally Support.
2. Get an understanding from the support personnel on the impact of shifting from the existing account to the new Interakt account.
   Once you have provided your consent to the support personnel, your request is forwarded to Interakt support to complete the process for you.
3. Once you are confirmed about the completion of the setup required in your new Interakt account, ask your Tally Partner to activate your WhatsApp subscription to use TallyPrime with WhatsApp.

No. You can create a WhatsApp Business Account and start sharing documents with the registered mobile number by subscribing to the TallyPrime with WhatsApp for Business subscription offered by Tally.

Navigate to Interakt portal from TallyPrime. Press Alt+M (Share) > select Inbox. As the login page of the Interakt appears, enter the login credentials recieved from Interakt to access your Interakt account. If it doesn’t work, then try resetting the password from the login page of Interakt portal. Try logging in using the new password. If the same is not working, raise a ticket with TallyCare.

If Meta does not approve of your templates then their status is shown as ‘Rejected’ on your Interakt portal. If it is rejected, you can check the content of the template, can edit these templates and resubmit also. You can only use the approved templates for sharing documents.

If you already have a WhatsApp API number through another Business Solution Provider, and you want to use the WhatsApp feature on TallyPrime, then you will have to migrate your WhatsApp API number to Interakt. To know more refer to the Migration from another BSP – Tally customers topic.

As given in the article, you need to:

• Disable 2FA
• Do all steps in your Interakt account till you get the error in the number connection step.

After you have done the above, reach out to Tally Customer Support. A support executive will reach out to you to coordinate a 10-minute window when you can provide them with the OTP for completing the migration.

You cannot change the name of your Interakt account that you have registered with during the onboarding process. However, the name of your Interakt account is not visible to anyone or anywhere except to you when you open your Interakt account. Therefore, changing it will not impact your business activities.

1. Contact Tally support to raise a request for shifting your number from the existing Interakt account to the new Interakt account for TallyPrime.
   A Tally support personnel will get in touch with you to align on the following:
   1. Once you shift the existing number to the new Interakt account, you will not have access to your existing users, chats, autoreply formats, and so on.
   2. With TallyPrime with WhatsApp through Interakt, you will be able to:
      • Send WhatsApp messages from TallyPrime
      • Use the shared team inbox to send messages to your contacts
      • Send bulk WhatsApp Campaigns, and many more.
2. Once aligned, create your new Interakt account.
3. Share the credentials and the WhatsApp number that was registreed with your earlier account with Interakt.
   Interakt will shift your number from the old to new account, and at the same time your wallet balance from old account will be carried forward and added into your new account.
4. Once you receive a notification from Interakt on your new account, log in to your account and start exploring your Interakt account.
5. Contact your Tally Partner to get your  subscription activated in the new account.

Ensure that the receiver meets the following conditions:

1. The receiver’s contact number is registered with WhatsApp.
2. The receiver has accepted the WhatsApp’s Terms of Services and Privacy Policy.
3. The receiver is using any of the following or higher WhatsApp versions:
   • Android: 2.21.15.15
   • SMBA: 2.21.15.15
   • iOS: 2.21.170.4
   • SMBI: 2.21.170.4
   • KaiOS: 2.2130.10
   • Web: 2.2132.6

Once you have confirmed the above-mentioned conditions for the receiver but the error message persists:

1. Click https://wa.me/tos/20210210 from your mobile.
   The will open the WhatsApp terms of service page.
2. Go through the terms of services and accept.
3. Resend the document from TallyPrime to that WhatsApp number.

If you are still facing an issue, then contact Tally Support.

Refresh the screen a few times. If the message still persists and you are unable to send documents from TallyPrime through WhatsApp, contact Tally Support.

No, it is not required. You can create a new WABA during your onboarding process. If required, you can create a new WABA by logging into your account in business.facebook.com and choosing the Business Settings option.

To be able to use WhatsApp on TallyPrime, you need to connect a valid mobile number with Interakt that can receive an OTP and complete WhatsApp Business API registration first. This mobile number is Registered Business WhatsApp number.

You can add a WhatsApp number to a company in TallyPrime in a few simple steps. In TallyPrime, press Alt+M (Share) > select Manage > WhatsApp Nos. and add your WhatsApp No. details.

A single Interakt subscription will be for a single mobile number. To use another mobile number, the user will have to take another Interakt subscription. However, user can have multiple numbers added to a single WhatsApp Business Account and use each number from Interakt portal with the same user credentials. However, user will have add each of the WhatsApp number separately to the company.

Users can navigate to Share→ Manage → WhatsApp Nos. Click on the number that the user wants to delete. User can press Alt+D or use the bottom button bar to delete the number.

Yes. This is possible to do. Navigate to Company → Use Roles. Refer to the Help article link of the configuration on Add/Modify WhatsApp Nos.

You will have to deregister from any personal or business WhatsApp accounts before signing up for a WhatsApp API account. To know more, refer to How to connect your phone number with Interakt’s WhatsApp Business API.

You will have to deregister from any personal or business WhatsApp accounts before signing up for a WhatsApp API account. To know more, refer to How to connect your phone number with Interakt’s WhatsApp Business API.

Receipt/Payment vouchers can be passed not only for a single party ledger but also for multiple parties in a single voucher. Hence, picking up the default mobile number of a single party or even the contact name of the party is not possible.

You should complete the verification of your Business accounts to be able to display your Business Name. Refer to https://www.interakt.shop/resource-center/tally/facebook-business-verification-process-with-tally-prime for more details.

Yes, you can do so. In TallyPrime, press Alt+K (Company), select User Roles under the User Management section. Select the security level and Set/Alter rules for Print voucher before saving to Yes.

Yes, you can do so. You need to configure for sending voucher through WhatsApp after saving. Open the Voucher Type Alteration screen. Press F12 (Configure), and set Allow sharing voucher through WhatsApp after saving to Yes. In the Voucher Type Alteration screen, set WhatsApp voucher after saving to Yes.

There is no restriction to send WhatsApp messages from any voucher type or a report from TallyPrime. However, admin will be able to restrict certain users from sending WhatsApp from certain group of reports similar to other features. To do this, users can navigate to Company → User Roles.

A valid TSS is required to send messages using the WhatsApp feature in TallyPrime.

Users will be able to send messages while using TallyPrime on AWS.

It is not mandatory to use a Tally.Net ID to register for a WhatsApp API account.

Registered WhatsApp Numbers are registered to a business. You can add the same WhatsApp Number to multiple companies depending on your need. Once a number is added to a company, any user in that company can use the feature. However, if you are an admin of the company, you can set up security, in case multiple users are accessing the feature of adding, modifying, or deleting the registered business WhatsApp No. of the company.

Partner will assist you and help you get onboarded to use the WhatsApp feature in TallyPrime.

Partner is expected to help the users get onboarded to use the WhatsApp feature in TallyPrime.

You can raise a request to use the WhatsApp feature in TallyPrime by logging in to the Tally customer portal and placing the request for Tally Partner.

It could take up to a few minutes to a few hours.

You will get an e-mail regarding the successful subscription to the WhatsApp subscription offered by Tally. You can use the credentials to login to the Interakt portal and check the Account Details menu to see more details.

Fundamentally, both WhatsApp Business App and WhatsApp Business API enable businesses to use the messaging app to communicate with their customers. To know more, refer to WhatsApp Business App Vs. WhatsApp Business API.

If you have multiple serial numbers, you can choose a serial number to create a new Interakt account. This number will be created for the Business and can be used to send messages from any TallyPrime company as long as it is validated by using the correct credentials. You need not have to create different accounts to send messages for each Serial Number.

Your partner will assist you during the onboarding process with WhatsApp in International countries.

Yes. It is possible to do. This is detailed in the Interakt help document on – How to send bulk messages on WhatsApp.

To know about authenticate message templates, refer to How to create new WhatsApp Business templates on Interakt.

It is not possible to cancel the subscription once you have started it.

This action might lower the quality status of your WhatsApp number, and might lead to your number getting banned as well (in extreme circumstances).

After getting onboarded for a new API account, it might take some time for Meta to approve the Message Templates using which you can send messages. The template approval might take up to 24 hours as per Meta. However, it might even get approved within a few minutes as well. Once the templates are approved by Meta, these templates will be listed in the Interakt portal as approved and you can start sending messages from TallyPrime.

In addition, if you have deleted all of the approved templates from an Interakt account, this error message will be shown while sending messages from TallyPrime.

To know more, refer to How to create new WhatsApp Business templates on Interakt.

This not possible in the current plans that are offered. However, in the future, we will be informing you when we introduce these features as a part of the upgraded plans.

After getting onboarded for a new API account, it might take some time for Meta to approve the Message Template using which you can send messages. The template approval might take up to 24 hours as per Meta. However, it might even get approved within a few minutes as well. Once the templates are approved by Meta, these templates will be listed in the Interakt portal as approved and you can start sending messages from TallyPrime.

An approved template can be edited once per day, up to 10 times per month. However, you will not be able to edit the Category of the template once it has been approved by Meta. You will have to create a new template with the correct Category to use the template according to your requirement.

To know more, refer to How to create new WhatsApp Business templates on Interakt.

If the message has not gone through due to reasons like internet connectivity issue or server downtime, and so on, you will have to wait for a few minutes to start sending messages from TallyPrime again. You can try to reconnect to the network and try again. If that also fails, then try again after a few minutes.

Yes, you can check the service status on the Tally Services Status page.

Once your credit amount or the trial version is over, you can use your WhatsApp Business No. to avail the subscription for TallyPrime with WhatsApp for Business post TallyPrime Release 4.0.

Only the numbers onboarded with Interakt can be used within TallyPrime. Hence, you will have to migrate your WhatsApp number and subscribe to the Tally x Interakt plan.

Yes, a valid TSS is required to experience the Trial period.

You can simply choose the ‘Connect your number’ option in the Home screen of the Interakt customer portal and move forward with the process to subscribe to the WhatsApp subscription plan offered by Tally using your business WhatsApp No. However, after the subscription is activated, this registered business number should be added to the TallyPrime company that you are using to start sending messages from that number.

Yes, your trial period starts the moment your trial account is created by Interakt and is shared over e-mail to you.

No, you will not be able to continue using the trial account after the expiry of the five days of trial.

Yes, you can send the conversations to any contact, as you wish. However, there is a limitation to send up to maximum five contacts.

Yes, the Partner is expected to call you back immediately after he gets the notification about the request from you.

No. It is not possible to do so from a single Tally Serial No. and e-mail ID.

No, you can simply choose the ‘Connect your number’ option in the Home screen of the Interakt customer portal and move forward with the process to subscribe to the WhatsApp subscription plan offered by Tally.

Yes, the user credentials that you had received after the trial account creation will be the same credentials that you will be using to move forward even after the onboarding with Meta is completed and the WhatsApp subscription is activated.

No, you are not expected to pay any service charges to the Partner who is assisting you to get onboarded to use the WhatsApp feature from TallyPrime.

It is mandatory for you to be onboarded to a WhatsApp Business API account with Interakt as Tally has tied up with the BSP to offer the WhatsApp services from TallyPrime.

When you try to send a message using the trial number from TallyPrime, there will be an error message to notify you that the WhatsApp subscription has expired. However, you can log in to the Interakt portal and check the Account Details for that account to see if the Trial period is completed for that account.

After the expiry of your Trial period, you will not be able to send or receive any messages in the Trial number provided. However, you still will be able to log in to the Interakt portal using the credentials and then proceed to subscribe to the WhatsApp plan offered by Tally.

The validity period for a Trial number is five days. Post this period, you can connect your Business WhatsApp No. to share your business documents from TallyPrime.

Yes, you can do so.

You can opt for the WhatsApp Trial option if you have a Rental license. However, if you have a free trial license, you will not be able to choose the WhatsApp Trial option.

No, you can use a different E-mail ID.

For opting free trial, you will be provided with a Trial WhatsApp number which can be used to send messages for a period of five days. Hence, you don’t have to onboard to use WhatsApp feature in TallyPrime with a dedicated number for experiencing the Trial period.

It is currently not possible to do. You will have to create a new lead to move forward.

Yes. it is possible. When you login and go to lead creation, you can select the serial number from the list.

It is currently not possible to do. You will have to created a new lead to move forward.

You will get a notification of the lead status on the customer portal.

You can contact the TallyCare team who will check the case for the change of e-mail ID thoroughly and contact the Interakt team to change the same.

To enable desktop notifications for incoming customer messages, you need to enable notifications from two places:

1. From your browser

Go to Settings –> Site Settings –> Notifications –> Add ‘app.interakt.ai’ to the list.

2. From your computer’s control panel

Search for Notifications in your computer’s control panel and make sure that the option to receive notifications from your browser (Google Chrome/Mozilla Firefox/Internet Explorer/any other) is enabled.

It is possible that the landline number you have provided is enabled for IVR and therefore you will not be able to receive a call for OTP. To resolve this:

1. Disable the IVR setup from the landline number.
2. Re-enter the number for sign up and select the Phone Call mode for receiving the OTP.
3. Receive OTP via call and activate WhatsApp.
4. Set up number again for IVR, as needed.

It is possible that you are using TDL customisation for your invoices. If so, you can do the following:

• Configure the height and width of the invoice and try again.
  1. In the WhatsApp screen, press C (Configure).
  2. Under WhatsApp Settings, increase the value of Height and Width of the invoices.
  3. Save the invoice configurations and try sending the invoice.

• Contact your Tally Partner to check if the TDLs are compatible with the latest Tally Prime release.
• In case you do not use the TDL anymore, consider removing the TDL and try sending the invoice again.

If the WhatsApp subscription is not yet active for your account:

• Create an Interakt account by using the new contact number.
• Contact Tally Support for more help.

If the WhatsApp subscription is already active for your account:

Changing the number after your subscription is active will result in deletion of any existing chats, templates (if the new number’s WABA is different), and campaign data. However, contacts and other settings will be retained, including the existing wallet balance. In this case:

1. Contact Tally Support and share your Interakt account e-mail ID and the contact numbers that you want to change.
2. Once you receive a confirmation e-mail about removal of your existing number, continue with sign up for WhatsApp and add your new number with your WhatsApp Business Account (WABA)

In case you do not want to delete your existing chats and templates, you will need to create another Interakt account and connect the new number during sign-up.

If the name of your Tally Partner is not listed in the Request form, you can select the Let TSPL choose a Tally Partner option. A Tally Partner will be assigned to you, who will contact you to take things forward. To know more, refer to the Initiate Sign Up for WhatsApp section in the Sign Up for WhatsApp topic.

You can change the Business Name in TallyPrime after adding the registered Business WhatsApp number. The business names in TallyPrime are just to identify the WhatsApp numbers in a company, in case you have multiple registered business WhatsApp numbers.

To change the Business name in TallyPrime,

In TallyPrime, press Alt+M (Share) > Manage > WhatsApp Nos. In the Select WhatsApp No. screen, select the Registered Business WhatsApp No. that you wish to modify and press Enter.
The WhatsApp No. Details screen appears, where you can change the Business Name as per your requirement and press Ctrl+A to save.

To know more, refer to the Modify WhatsApp number details section in the How to Share Documents using TallyPrime with WhatsApp topic.

You might be unable to see those templates for one of the below-mentioned reasons:

1. Your templates might be containing variables or call to action buttons.
2. Your template is in some other language other than English.
3. You might have selected Marketing template.
4. You must have chosen the Header of the template as ‘Video’, Text’ or ‘None’.

It’s important to note that even though such templates receive approval from META, they will not be visible in the Templates list in TallyPrime by default. The reason behind this is that mapping needs to be done to connect the Tally fields with the variables, and for this you need to go for Customization. For more details, you can contact with your Tally Partner.

It is recommended that the Facebook page related to the business or a Website is always maintained even after the customer has onboarded a WhatsApp number for usage in TallyPrime. There are chances that Meta might block your account from using WhatsApp incase they are unable to find the Facebook page or the website related to the business available in the WABA account.

It is possible to do so. You can follow the same steps that you have followed to add the first number to do so and inform the your Tally partner about it. To know about adding your registered WhatsApp number in TallyPrime, refer to the Add a Registered Business WhatsApp No., section in the How to Send Documents Using TallyPrime with WhatsApp topic.

No, you do not need to add any URLs in the firewall for WhatsApp.

To know more about Green Tick, refer to All about Green Tick.

Business Verification ensures that your business KYC is verified by META. Business Verification not only helps in increasing the limit of number of conversations/day, but also authenticates your business for getting a Green Tick. To know more, refer to Step by Step guide for Facebook Business Verification.

From TallyPrime, you can share documents using the registered WhatsApp number associated with a WABA. If this account or number is deleted, then you will not be able to send messages from TallyPrime anymore. You will have to log in to the Interakt account and add the registered number to start using the TallyPrime with WhatsApp feature. To know more, refer to the Add Your Contact Number to Register with WABA & Subscribe to WhatsApp section in the Sign Up for WhatsApp topic.

You will need a Facebook account to seamlessly create your WhatsApp Business Account (WABA). This WABA account gets created during the signup process of registered WhatsApp number with Meta and gets linked to your Facebook account. Similarly, a Facebook account can have multiple WABA associated with it.

No, it is not required. You can use any active Facebook account to create a WhatsApp Business Account (WABA).

You should make sure that the Business name in the website should match the WABA name that you are signing up with. Similarly, other information that can confirm the authenticity of the business, along with the official address, the company logo, business information, contact e-mail/number, and available hours must be updated in the website.

Once you have signed up and subscribed to WhatsApp through your Interakt account, you will be eligible for sending 250 messages to your parties per day. After the verification of your business with Meta, your daily messaging limit will increase from the default 250 messages to unlimited messaging, depending on your usage.

To know more, refer to the Step by Step guide for Facebook Business Verification topic.

No, TallyPrime doesn’t pre-fill WhatsApp numbers of multiple parties while sharing receipt/payment vouchers because sharing the payment details to all parties through a single receipt or payment voucher is not advisable.

When you have multiple parties in a receipt or a payment voucher, you can enter the WhatsApp Nos. of recipients manually and share such vouchers based on specific business needs.

However, when you have a single party in the receipt or payment voucher, the WhatsApp number gets prefilled in the WhatsApp Details screen.