Skip to content

Send TallyPrime invoices on WhatsApp

Export an invoice PDF from TallyPrime into a folder, and a Windows script sends it to the customer's WhatsApp number as a template message. Sent files move to Processed, and files that fail move to Failed with the reason in a log.

Before you start

How it works

Step What happens
1 You export the invoice from TallyPrime as a PDF into the Incoming folder.
2 A script reads the customer name, mobile number, invoice number and date from the file name.
3 The script sends the PDF to Ohanvi with your API key. Ohanvi sends it in the template's Document header.
4 When WhatsApp accepts the message, the file moves to Processed. If the name is wrong or the send is refused, it moves to Failed.

The template carries the PDF, so it reaches customers who have not messaged you in the last 24 hours.

Steps

Name the PDF

  1. In TallyPrime, open the saved invoice.
  2. Press Ctrl+P (Print) and choose Save as PDF [VERIFY: exact label in your TallyPrime version].
  3. Type the file name as ClientName_Mobile_InvoiceNo_DD-MM-YYYY.pdf, for example Sanjay_9416388827_2026-27-045_13-10-2026.pdf.
  4. Choose your Incoming folder and save.

Follow these rules for the name:

  • Use letters, digits and hyphens in each part. No spaces.
  • The mobile number is 10 digits and starts with 6, 7, 8 or 9.
  • Write the invoice number with - instead of /, for example INV-186.
  • Write the date as DD-MM-YYYY.

TallyPrime does not build this name by itself. Type it when you save the PDF, and fill in the mobile number from the party's ledger.

Download the scripts

  1. In Ohanvi, click your name, then under Developer open Developer APIs.
  2. Open the Docs tab and click Tally scripts. A file named Ohanvi-Tally-WhatsApp-Scripts.zip downloads.
  3. Extract it into a folder on the Windows computer, for example C:\TallyWhatsApp\.

The zip has 2 files:

File Use
tally_run_now.bat Double-click to send everything in Incoming now. The window stays open and shows the result.
tally_send_invoices.bat Runs on a schedule, every 2 minutes.

Downloads work in the web app only.

Fill in the settings

  1. Right-click each file, click Edit, and set the lines under SETTINGS. Use the same values in both files.
  2. Save the file.
Setting What to enter
API_BASE_URL Already filled with your Ohanvi address.
API_KEY Your Developer API key, starting with wak_.
TEMPLATE_NAME The exact name of your approved template.
TEMPLATE_LANG The template's language code, for example en.
VAR_ORDER Which parts of the file name fill {{1}}, {{2}} and {{3}}, in order. Choose from CLIENT, MOBILE, INVOICE, DATE. The default is CLIENT INVOICE DATE. The count must match the variables in the template body.
COUNTRY_CODE Added before the 10-digit number, for example 91.
ROOT The main folder. The scripts create Incoming, Processed, Failed and Logs inside it. The default is D:\TallyInvoices.
CHECK_DELIVERY 1 waits for WhatsApp to confirm each message. 0 stops once Ohanvi accepts it.

Send on demand

  1. Put 2 test PDFs in Incoming: one named correctly with your own mobile number, and one named wrongly.
  2. Double-click tally_run_now.bat.
  3. Read the result in the window. The correct file moves to Processed and the PDF arrives on your WhatsApp. The wrong file moves to Failed.

Send every 2 minutes

  1. Click Start, type cmd, right-click Command Prompt and click Run as administrator.

  2. Run this command. Change the path to where you extracted the files.

    schtasks /Create /TN "Tally WhatsApp Invoices" /TR "C:\TallyWhatsApp\tally_send_invoices.bat" /SC MINUTE /MO 2 /RU SYSTEM

  3. To stop it, run schtasks /Delete /TN "Tally WhatsApp Invoices" /F.

Two runs never overlap. A file that TallyPrime is still writing is skipped and picked up on the next run. If the computer is offline, files stay in Incoming and are sent on the next run.

Laptops

The task does not run while the laptop sleeps. To run it on battery, open the task in Task Scheduler and clear Start the task only if the computer is on AC power on the Conditions tab.

Fix a failed file

  1. Open Logs\api_log.txt in the main folder and find the line for the file.
  2. Fix the cause, and rename the file if the name was wrong.
  3. Move the file from Failed back to Incoming. The next run sends it again.

The reply Ohanvi gave for each file is saved in Logs\responses.

Troubleshooting

Issue Cause Fix
The log says the file name must be ClientName_Mobile_... The name does not match the pattern. Rename the file to ClientName_Mobile_InvoiceNo_DD-MM-YYYY.pdf.
The log says HTTP 400 and mentions the template The template name is wrong, is not approved, or has no Document header. Check TEMPLATE_NAME and the template's status and header.
The log says a value is needed for {{n}} VAR_ORDER has fewer values than the template body has variables. List one part of CLIENT, MOBILE, INVOICE or DATE for each variable.
The log says HTTP 401 or 403 The API key is wrong, revoked or expired. Create a new key and paste it into both scripts.
The log says HTTP 402 Pay as you go has used its monthly API messages. Choose a plan to send more.
The log says WhatsApp refused it WhatsApp rejected the message, for example because the number is not on WhatsApp. Read the reason in the log line and fix the number.
The log says the API is not reachable The computer is offline or API_BASE_URL is wrong. Check the internet connection. The files stay in Incoming and are retried.
Tally scripts does not download a file Downloads work in the web app only. Open Ohanvi in a browser.