Sending documents, such as invoices and reports, directly from TallyPrime to parties and stakeholders is much easier now using TallyPrime with WhatsApp. To use this feature, you need to sign up for WhatsApp, by registering your contact number with WhatsApp Business Account (WABA) through an Interakt account.
This topic explains the sign up process so that you can start using TallyPrime with WhatsApp.
To begin with, contact your Tally Partner to discuss about this feature in details. Raise a request from your Customer Portal to initiate the sign-up process.
Your Tally Partner will receive the request and get your Interakt account created. With the help of your Partner, you can then add your contact number to register with WhatsApp Business Account (WABA). Up on successful registration, your Partner will activate your WhatsApp subscription.
The following is a pictorial representation of the Sign Up for WhatsApp process.
Know more about the prerequisites
A valid phone number: To register with the WhatsApp Business Account (WABA)
We recommend using a new contact number which is not already in use with any WhatsApp Personal/Business Apps.
A Facebook account: To log in and proceed for creating/updating WABA.
An active business website: To verify your business while creating/updating WABA
It is highly recommended to provide the URL of your active business website to ensure a smoother sign-up and onboarding experience.
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.
A valid TSS (with at least 1-month validity): To get your WhatsApp business subscription
For more details, contact your Tally Partner.
You can register with WABA through your company’s Facebook page and Meta Business Account. If you do not already a Meta Business Account, you can create it during the sign-up process through the Interakt portal.