Tally, a well-known business management software, has introduced an exciting feature in its latest version, Tally 4.0. Now, users can easily send invoices, reports, and other documents directly to vendors through WhatsApp, making business operations smoother.

1. Tally To WhatsApp - An Integration We
All Have Been Waiting For!
This integrationbetweenTally and WhatsApp brings ease and convenience to business communications. The partnership allows
Tally 4.0 versionand later users to directly send invoices, reports, and other documents via WhatsApp, streamlining the process
of connecting withvendors and clients.

2. What Are The Prerequisites For Activating
WhatsApp In Tally?
Fresh Contact Number
It is advisable to use a freshcontact
number not currently associated with
any WhatsApp Personal/Business
Apps for registering a WhatsApp
Business Account (WABA).
Active Facebook Account
Having anactive Facebook account is
essential for logging inand
progressing withthe creationor
update of your WABA.
TSS with Minimum Validity
A valid TSS witha minimumof 1-month
validity is required to subscribe to
WhatsApp business services. For
detailed information, it is
recommended to reachout to your
Tally Partner.

3. WhatsApp Trial Version
1 5-Day Trial
Users canstart witha 5-day trial
versionbefore switching to a paid
subscription, allowing themto
experience the integration's
functionalities before making a
commitment.
2 Activation Process
To start a trial version, users can
log into their Interakt account
and followa simple process to
access the trial number.
3 Easy Transition
After the trial period, users can
seamlessly switchto a paid
versionfor continued WhatsApp
integrationwithTallyPrime 4.0.

4. Step-By-Step Process Of How To Start Using
WhatsApp With TallyPrime 4.0
1 Initialize the WhatsApp Registration Process
Start by submitting a request throughyour Tally Partner to create your account withthe WhatsApp Business
SolutionProvider - Interakt.
2 Accessing Your Interakt Account
After submission, youwill receive logincredentials for your Interakt account to proceed withadding your
contact number and utilizing the trial version.
3 Adding Your Contact Number
Followa simple process throughthe Interakt portal to register your WhatsApp Business Account and initiate
sending documents fromTallyPrime throughWhatsApp.

5. Adding Your Contact Number To Register With
WABA & Subscribe To WhatsApp
Log In and Explore
Visit the Interakt portal, review
important informationabout
WhatsApp Business API, and
confirmthe terms and conditions
before proceeding.
Facebook Account Link
Connect your Facebook account
and ensure all business information
is accurately filled for a smooth
registrationprocess.
Create WhatsApp Business
Profile
Enter or validate business
information, select timezone, and
verify your phone number by
entering the received code.

6. Create a WhatsApp Business Profile
1
Specify Information
Enter the business details including name, display name, timezone, and business category to create a WhatsApp
Business Profile.
2
Verify Phone Number
Choose the verificationmode and complete the validationprocess to link your phone number withthe WhatsApp
Business Account.
3
Subscription Activation
Contact your Tally Partner to activate the WhatsApp subscription, ensuring a seamless confirmationof your
subscriptionstatus.

7. Renew WhatsApp Subscription
1 From TallyPrime
Quickly renewyour WhatsApp subscriptionwithinthe
application, ensuring continued use of TallyPrime with
WhatsApp integration.
2 From Customer Portal
Renewyour subscriptiondirectly fromthe Customer
Portal, verifying details and agreeing to policies before
proceeding withthe payment.

8. Recharge Wallet On Interakt
1 Easy Process
Recharge your Interakt wallet directly fromTallyPrime
or the Customer Portal to ensure a sustained balance
for seamless WhatsApp interactions.
2 Check Balance
After recharging, monitor and verify the updated wallet
balance throughthe Interakt interface or the Customer
Portal.

9. Best Practices For Registering With WABA
Facebook Verification
Ensure a comprehensive Facebook
business page and verify your
business withMeta for increased
messaging limits.
Utilize the Trial Version
Explore the trial versionfeatures to
get a better understanding before
subscribing to the paid versionfor
continued use.
Renewal & Recharge
Be diligent withtimely renewal of
the subscriptionand recharge the
Interakt wallet to maintaina
seamless messaging experience.

10. Explore Additional Interakt Features for
WhatsApp
Shared Inbox Efficient communication
GreenTick Authenticated business account
CustomTemplates Create tailored communication

11. Want to Explore more about Tally To WhatsApp - AnIntegration
Click on the Link below for the Full Blog & Website Visit
Tally To WhatsApp - An Integration We All Have Been Waiting For!
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