> For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user/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/integrations/tally/how-the-tally-whatsapp-extension-works.md).

# How the Tally WhatsApp Extension Works

#### Step 1: Create a Customer Ledger

* In Tally, go to **Gateway of Tally → Create → Ledger**.
* Enter the customer details such as:
  * Customer Name
  * Address
  * GST Details
  * Phone Number
  * Other required information
* Save the ledger.

#### Step 2: Create a Sales Invoice

* Create a Sales Invoice for the customer.
* The invoice is automatically linked to the customer ledger.
* At this stage, no WhatsApp message is sent.

#### Step 3: Configure WhatsApp Event Mapping

* Open the **WhatsApp Event Mapping** menu.
* Select the voucher type (e.g., **Sales Invoice**).
* Assign the WhatsApp template that should be used for this voucher type.
* Save the configuration.

#### Step 4: Extension Reads the Voucher

* The Tally WhatsApp Extension detects the newly created voucher.
* It identifies the assigned WhatsApp template based on the voucher type.

#### Step 5: Replace Template Variables

* The extension fetches the required data from Tally, such as:
  * Customer Name
  * Voucher Number
  * Voucher Date
  * Invoice Amount
  * Company Name
  * Other mapped fields
* Template variables are automatically replaced with the corresponding values.

#### Step 6: Generate the PDF

* The extension automatically generates the PDF of the voucher (such as the Sales Invoice).

#### Step 7: Send the WhatsApp Message

* The extension sends the approved WhatsApp template along with the generated PDF through the configured WhatsApp Business API.
* The customer receives the document instantly on WhatsApp.

{% embed url="<https://www.youtube.com/watch?v=lVq1bssIMbk>" %}


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