Get Click Media connects your Tally invoice and payment data to SMS and WhatsAppthrough our documented REST API, so payment reminders and invoice notifications go out automatically instead of manual follow-up calls. Tally doesn't have a native app-store plugin ecosystem, so this runs as a REST API integration built around Tally's own XML/ODBC data-export capability, with setup typically handled by Get Click Media's integration team.
REST API integration · Built on Tally's XML/ODBC export · SMS & WhatsApp delivery · Setup by GCM's integration team
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There's no one-click Tally app to install. This is a REST API integration built around Tally's own data-export capability, set up by Get Click Media's integration team.
Tally doesn't have a native webhook or app-store plugin ecosystem, so invoice and payment data is made available outside Tally using Tally's own XML export or a live ODBC connection- whichever fits your setup.
Invoice number, due date, amount, customer name, and mobile number are mapped from your Tally ledger structure to the fields our messaging platform needs.
Rules are set for when a message should fire- invoice raised, payment due in N days, payment overdue, or payment received- based on entries in Tally.
When a trigger condition is met, the connector calls Get Click Media's REST API to send the SMS or WhatsApp message- no manual sending required.
Every send, delivery status, and WhatsApp read receipt is visible on Get Click Media's dashboard, without needing to check Tally for confirmation.
SMS is the primary channel for Tally payment reminders- it runs on the DND-exempt transactional route for existing customers, needs no opt-in for payment-related content, and reaches any mobile number without an app or data connection. It's the dependable default for invoice-raised and payment-due notifications.
WhatsApp is the secondary, richer channel. Where a customer's number is on WhatsApp, the same trigger can attach a payment link or the invoice PDF instead of a plain text line- useful for B2B invoices where the customer wants the document itself alongside the reminder.
The moment a new invoice is recorded in Tally, the customer gets an SMS or WhatsApp message with the invoice number, amount, and due date.
A configurable reminder- for example 7 days and 2 days before the due date- goes out automatically so payment doesn't lapse from simply being forgotten.
Once a due date passes without a matching payment entry in Tally, an overdue reminder fires- with the option to repeat or escalate the longer it stays unpaid.
When a receipt entry is recorded against an invoice in Tally, the customer gets an automatic confirmation- closing the loop without a manual thank-you call.
A scheduled batch run sends a statement summary or consolidated reminder to every customer with an open balance in Tally- typically at month-end.
Tally has no native plugin marketplace, so this integration runs on Get Click Media's fully documented REST API, with SDKs for Node.js, Python, PHP, and Java- the same infrastructure used across our platform.
Get Click Media's integration team maps the invoice number, due date, amount, and customer contact fields and sets up your trigger rules, so you don't have to build the connector yourself.
SMS templates are registered on the TRAI DLT platform under your entity, so payment reminders and invoice notifications on the transactional route reach customers even if they're on DND.
Where a customer's number is confirmed on WhatsApp, the same trigger can send a payment link or attach the invoice PDF directly, instead of just a text reminder.
Talk to our integration team about mapping your Tally invoice and payment data to automated reminders and notifications via our REST API.
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No. Tally doesn't have an app-store or plugin ecosystem the way platforms like Shopify or Salesforce do, so there's no one-click install. Instead, Get Click Media builds this as a REST API integration- Tally's invoice and payment data is exported using Tally's own XML or ODBC export capability, and our integration team maps that data to trigger SMS and WhatsApp sends through our REST API.
Get Click Media's integration team maps your Tally invoice and payment data to our REST API- request a demo and we'll walk through setup for your specific Tally deployment.
