Why Integrate SMS with Tally?

Tally is India's most popular accounting software, used by millions of businesses for billing, inventory, and financial management. Adding SMS turns Tally into a customer communication hub — the moment a sales voucher is saved, customers get an SMS with invoice details. When a receipt is entered, an instant acknowledgement goes out. Outstanding reminders can be sent in bulk to all parties with overdue balances.

TallyPrime and Tally ERP 9 support SMS integration through TDL (Tally Definition Language) customizations or third-party connectors that call the SpringEdge API. This guide covers the setup process.

Invoice SMS

Auto-SMS customers with voucher number, amount, and due date on sales voucher creation

Payment Receipts

Instant SMS acknowledgement when a receipt voucher is recorded in Tally

Outstanding Reminders

Bulk SMS reminders for overdue payments directly from Tally's outstanding report

Stock & Dispatch

Notify customers and teams when goods are dispatched or stock crosses reorder levels

Before You Begin

  • Tally ERP 9 or TallyPrime installed with admin access
  • A SpringEdge SMS account with API access — sign up free
  • Your SpringEdge API key from the dashboard
  • A DLT-approved sender ID and SMS templates
  • A Tally SMS connector or TDL customization (available from SpringEdge support or third-party vendors)

Integration Steps

How to configure Tally to send SMS via SpringEdge.

Step 1: Install the SMS Connector

Download the SpringEdge SMS connector for Tally (TDL file) from our support team or use a third-party Tally SMS plugin. Place the TDL file in Tally's TDL folder or load it via Gateway of Tally → F12 (Configuration) → Product & Features → Load TDL Files.

Step 2: Configure the SMS Gateway URL

In the SMS configuration screen (added by the TDL), enter the SpringEdge API URL:

https://web.springedge.com/web/api/send/?apikey=YOUR_API_KEY&sender=YOUR_SENDER_ID&to=##MOBILE##&message=##MESSAGE##

Replace YOUR_API_KEY and YOUR_SENDER_ID with your SpringEdge credentials. The ##MOBILE## and ##MESSAGE## placeholders are filled by Tally automatically.

Step 3: Map Ledger Mobile Numbers

Go to Gateway of Tally → Alter → Ledger. For each customer/party ledger, ensure the mobile number is entered in the contact details section. Tally picks this number when sending SMS.

Step 4: Configure SMS Templates

Set up SMS templates for each voucher type (Sales, Receipt, Payment, etc.) in the TDL configuration. The template must match your DLT-approved template exactly — including punctuation, spacing, and variable positions.

Step 5: Test and Go Live

Create a test sales voucher for a ledger with a valid mobile number. Confirm SMS sending when prompted. Verify delivery in your SpringEdge dashboard under SMS Logs.

What You Can Automate from Tally

Sales Invoice SMS

Auto-SMS with voucher number, amount, items, and due date the moment a sales voucher is saved.

Receipt Acknowledgement

Instant SMS when a receipt voucher is recorded. Confirms amount received and outstanding balance.

Outstanding Reminders

Bulk-send overdue balance reminders from Tally's outstanding report. Reduces collection cycle time.

Purchase Order SMS

Notify suppliers when a purchase order is created and confirmed in Tally.

Dispatch Alerts

Customer SMS on goods dispatch with vehicle and LR number from delivery note vouchers.

Cheque Bounce

Internal alerts when a receipt is reversed due to cheque dishonour.

Stock Alerts

Internal SMS when inventory crosses minimum reorder thresholds.

Festive Greetings

Run greeting campaigns using the ledger contact database in Tally.

Frequently Asked Questions

  • How do I send SMS from Tally?

    Install a Tally SMS connector (TDL file) or third-party SMS plugin for Tally. Configure the SpringEdge API URL with your API key and sender ID. Ensure each customer ledger has a mobile number. SMS is sent automatically or on confirmation when vouchers are saved.

  • Yes. SMS integration works with both Tally ERP 9 and TallyPrime. The TDL configuration approach is the same for both versions, though menu paths may differ slightly.

  • No. The TDL file / SMS connector handles the technical integration. You just configure the API URL, sender ID, and message templates through Tally's configuration screens.

  • Yes. Most Tally SMS connectors support bulk SMS from the outstanding report. Filter by date range, amount, or ledger group and send reminders to all matching parties in one go.

  • Usually a mismatch between the SMS template in Tally and your DLT-approved template. Compare character-by-character including punctuation and spacing. Also verify your sender ID is DLT-approved and active.

  • SpringEdge uses pay-as-you-go pricing starting at Rs. 0.14-0.16 per SMS. No monthly subscription or setup fees. Visit our pricing page for details.