> For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocumentation.gitbook.io/user-documentation/integrations/tally/tally-extension-overview.md).

# Tally Extension Overview

Step 1: Create Documents in Tally\
Create business documents such as Sales Invoices, Receipts, Payment Vouchers, Ledger Statements, Delivery Notes, Credit Notes, Debit Notes, Sales Orders, and Purchase Orders.

Step 2: Use the Tally Extension\
Instead of exporting PDFs and sending them manually through WhatsApp, use the Tally Extension to send documents directly from Tally.

Step 3: Select the WhatsApp Template\
Choose the appropriate approved WhatsApp template for the document type you want to send.

Step 4: Auto-Fill Template Variables\
The extension automatically fetches data from Tally, such as:

* Customer Name
* Invoice Number
* Invoice Date
* Company Name
* Invoice Amount
* Due Amount
* Other voucher details

Step 5: Generate and Attach PDF\
The extension automatically generates the document PDF and attaches it to the WhatsApp message.

Step 6: Send the Message\
The document is sent through your configured WhatsApp Business API without leaving Tally.

Step 7: Send Documents in Bulk\
You can send multiple vouchers at once using the bulk sending feature.

Step 8: Support International Customers\
The extension also supports sending documents to international phone numbers.

Result\
Your business documents are sent directly from Tally to WhatsApp with the correct template, PDF attachment, and customer details, eliminating manual work and reducing errors.

**Extension :** [**Click Here To Download Plugin**](https://s3.eu-west-1.wasabisys.com/confidentialcontent/plugins/tallyv4.tcp)

{% embed url="<https://www.youtube.com/watch?v=oHNvfjUKbMU>" %}


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