Integrate Tally with MSG91

Tally Prime Plugin with MSG91 Campaigns


Download the files for installing Tally Plugin here. Once downloaded, then follow the steps mentioned below for configuration.


This plugin offers a range of features to help you streamline your invoicing and ledger management processes. In this help document, we will explore the top three key features and their associated benefits.


Key Features


1. Send Vouchers via Whatsapp or Email


Feature: With the Tally Prime Plugin integrated with MSG91 Campaigns, you can automate the process of sending Vouchers and invoices across 7 types of vouchers in Tally Prime.


The seven different types of vouchers in Tally Prime on which this automation is applicable are as follows: 

  1. Credit note

  2. Debit Note

  3. Journal Voucher

  4. Payment

  5. Purchase

  6. Receipt

  7. Sales



How it Works: The automation feature allows you to streamline the distribution of invoices for various types of vouchers within Tally Prime. This means you can effortlessly send invoices, whether they are sales, purchase, payment, receipt, or other types of mentioned vouchers, to your customers. 


 2. Resend Voucher or Invoice Manually via Email or WhatsApp


Feature: Apart from automation, the Tally Prime Plugin also provides the option to Resend Voucher or Invoice Manually via Email or WhatsApp


How it Works: You have the flexibility to send invoices at your convenience, either by email or WhatsApp. This feature is particularly useful when you need to send invoices to specific recipients, or if you want to customize the message and delivery method for each invoice.


 3. Manual Sending of Ledgers


Feature: The Tally Prime Plugin with MSG91 Campaigns also enables you to manually send ledgers.


How it Works: You can manually send ledgers to keep your customers updated on their account balances and Outstandings. This feature is helpful for providing regular account statements, financial summaries, or any other ledger-related information.


Benefits


In summary, here are the key benefits of using the Tally Prime Plugin with MSG91 Campaigns:


 1. Customized Voucher Flow


You can create a voucher flow that is custom-tailored to your unique business requirements. Whether you need to send invoices for different voucher types or have specific messaging needs, this plugin offers the flexibility to meet your demands.


 2. Resend or Repeat Voucher Flow


If there is a need to resend or repeat a voucher flow, the plugin allows you to do so effortlessly. This feature is valuable in cases of client requests, reminders, or reissuing invoices.


 3. In-Depth Outstanding Balance Details


The integration with MSG91 Campaigns provides you with in-depth details of outstanding balances, allowing you to stay updated on the financial status of your clients and customers. This can facilitate informed decision-making and improved financial management.


In conclusion, the Tally Prime Plugin with MSG91 Campaigns enhances the communication and automation capabilities of Tally Prime, making it an indispensable tool for businesses looking to streamline their invoicing and ledger management processes. These key features and benefits can help you save time, improve communication, and maintain better control over your financial transactions.


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Here's a step-by-step guide on how to integrate Tally Prime Plugin with MSG91 Campaigns and Send Vouchers and Ledgers


Integrating Tally Prime with MSG91 Campaigns allows you to streamline your invoicing and communication processes. Here's a step-by-step guide on how to set up this integration to Send Vouchers and Ledgers:


1. MSG91 Dashboard Setup








2. Tally Prime Installation



3. Download and Transfer Files



4. Tally Prime Configuration





5. Enable the Plugin



6. Alteration of Voucher in TallyPrime





7. Voucher Type Alteration




8. MSG91 Campaign Configurations




9. Create a Sales Entry and Enter Contact Details






To Resend Voucher Manually


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Here's a step-by-step guide on Sending Outstanding/Ledger with TallyPrime Plugin and MSG91 Campaigns


You can easily send outstanding or ledger information to your clients using TallyPrime Plugin integrated with MSG91 Campaigns. Here's a step-by-step guide on how to do it:


1. Open Ledger List


2. Select the Client's Account


3. MSG91 Ledger Configurations


4. Configuration and Mapping




5. MSG91 Send Ledger


6. Execute the Program


Following these steps, you'll be able to efficiently send outstanding or ledger information to your clients through the TallyPrime Plugin with MSG91 Campaigns, ensuring that your clients receive up-to-date financial details as part of your communication efforts.

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