You should send a customer only pending bills on WhatsApp when the argument is what is still unpaid, and the full ledger when they want every bill and receipt that built the closing balance. A pending bills statement on WhatsApp is the Pending Bills document from Settings › Statements. The other option is Ledger Account. Those are the only two statement documents. A Guwahati FMCG owner at Fancy Bazaar at 9:40 gets Sharma Kirana at ₹1,85,000 asking "bhai, statement bhej do." Opening the party and sending the document the company already picked is faster than arguing on the pavement about which invoices still sit. Include details adds line items and narration to whichever document you picked. Bank details print from the company's default bank. The choice applies to both Share PDF and WhatsApp send.
Key Highlights
- Settings › Statements offers two documents: Ledger Account for the full statement, or Pending Bills for only the bills awaiting payment
- Include details is the one switch, for line items and narration, and it applies to both Share PDF and WhatsApp send
- Bank details print on the statement automatically from the company's default bank
In This Article
- Should I send a customer the full ledger or only pending bills on WhatsApp?
- Pending bills statement on WhatsApp vs full ledger
- Settings › Statements: Ledger Account or Pending Bills
- The Include details switch
- Bank details print from the default bank
- 9:40 at Fancy Bazaar: which document Sharma needs
- Frequently Asked Questions
Should I send a customer the full ledger or only pending bills on WhatsApp?
Send Pending Bills when Sharma is asking what he still has to pay. Send Ledger Account when he is asking how the closing balance was built, including receipts and settled bills. A pending bills statement on WhatsApp is shorter. A full ledger is the running account. The company picks one of those two documents in Settings › Statements, and that pick is what leaves on Share PDF and on WhatsApp send.
The Reports screen is a different job. Trial Balance and Bills Receivable ageing are reports. They go out through the share sheet as PDFs. A statement is a party document from the party page, the bills page and the ageing report. The daily checklist for Tally reports is which reports to open. This post is which statement document the customer should receive.
Party search is a search box. You type a name. Ledger statement date presets are This FY, This Quarter, This Month, Last Month, Last FY and Custom. Ageing on the report that can also start a send is always as of today.
Pending bills statement on WhatsApp vs full ledger
| Ledger Account | Pending Bills | |
|---|---|---|
| What the PDF holds | The full statement: bills, receipts, running balance | Only the bills awaiting payment |
| Question it answers | How did this closing balance get here | What does Sharma still have to pay |
| When Sharma asks | "Poora hisaab bhej do" after a receipt dispute | "Kitna baaki hai" at 9:40 on the pavement |
| Include details | Line items and narration, if the switch is on | Line items and narration, if the switch is on |
| Bank details | Print from the default bank | Print from the default bank |
| Where you pick it | Settings › Statements | Settings › Statements |
The table is the whole choice. There is no third document in that screen. There is no ageing-bucket picker on the statement. There is no bank-details toggle on the statement.
A party-wise outstanding list is a different report, written up as the party-wise outstanding statement in Tally. Outstanding answers who owes how much this morning, across parties. The statement you send Sharma is one party's document.
Settings › Statements: Ledger Account or Pending Bills
Settings › Statements is where the company chooses the statement document. Ledger Account is the full statement. Pending Bills is only the bills awaiting payment. One company, one pick, used on Share PDF and on WhatsApp send. You do not pick Ledger Account for the CA and Pending Bills for Sharma on two different sends unless someone changes Settings in between.
For an 80-party book on 30-day terms, Pending Bills is the weekday default. Sharma at ₹1,85,000, 47 days in, wants the bills that still sit. A full ledger that also lists the receipts from June is a longer PDF and a longer argument on a pavement. Switch to Ledger Account when the dispute is a receipt he says he paid and you say you have not seen. Keep that switch in Settings until the dispute is over, then put Pending Bills back so the next ten pavement sends stay short.
The send itself starts on the party page, the bills page or the ageing report. Send from my WhatsApp opens your own WhatsApp with the message pre-filled, and the PDF goes through the share sheet. From the Takkada business number, the app shows the message as queued. What changes between those two is the own WhatsApp versus business number post. The older how-to for sharing a ledger statement from Tally walks the desktop export as well.
Receivables ageing on the phone, and the send that can start from that report, is covered in receivables ageing on the phone. Ageing is always as of today. The statement document is still whichever of the two Settings picked.
The Include details switch
Include details is the one switch next to those two documents. Turn it on and the PDF carries line items and narration. Turn it off and the PDF stays on the bills and the totals, without the line-level detail. The switch applies to both Ledger Account and Pending Bills, and to both Share PDF and WhatsApp send.
A pavement send at 9:40 often wants Include details off. Sharma asked kitna baaki. He did not ask for every SKU line on invoice 1847. A receipt dispute the next morning often wants Include details on, so the narration on the receipt he claims is sitting in the PDF.
There is no second switch for ageing buckets on this statement. Slabs live on the receivables ageing report, where you can add, remove or reset the day dividers, remembered per company on that device. Changing slabs does not add a bucket picker to Settings › Statements.
There is no switch for which columns print. Include details is line items and narration. That is the detail the switch names.
Bank details print from the default bank
Bank details print on the statement automatically from the company's default bank. They appear in reminder text only when there is no payment link. There is no bank-details toggle on Settings › Statements. If the printed account is wrong, the default bank on the company is the place to fix it, then send again.
Do not promise Sharma a different printed account per send. The PDF will keep pulling the default bank until that default changes. A pavement argument about "galat account number" is almost always the default bank, not a missing toggle on the statement screen.
9:40 at Fancy Bazaar: which document Sharma needs
Sharma Kirana, Fancy Bazaar, 9:40, ₹1,85,000, 47 days on 30-day terms. "bhai, statement bhej do." If Settings is on Pending Bills, send that. He gets the bills still awaiting payment. If he then says a June receipt is missing, change nothing on the pavement. Open Ledger Account in Settings before the next send, Include details on, and send the full statement so the receipt line is in the PDF.
The CA at 9:10 who asked for a Trial Balance wants a report PDF, not this statement. The brother who asked "August mein kitna uthaya Sharma ne" wants sales, not pending bills. Match the document to the person who asked.
A salesman without Reports-tab permission still may be the one standing at the counter. The statement send lives on the party, bills and ageing paths. Reports-tab permission is all or nothing for the Reports list, covered in who can see which reports. Do not assume the salesman can open Trial Balance just because he can open Sharma's party.
If Sharma then forwards the PDF into a kirana group, that is his chat, not a product setting. Send only to the number on file for that party. Pending Bills at 9:40 is already the short document. A group forward of a full ledger is how Fancy Bazaar learns Barpeta's rates. Keep Include details off unless the dispute needs the lines.
Takkada is a Tally-integrated receivables and auto-reconciliation app for Indian distributors, with 0% MDR UPI collection and WhatsApp dispatch.
Frequently Asked Questions
Q: Should I send a customer the full ledger or only pending bills on WhatsApp?
A: Send Pending Bills when the customer is asking what is still unpaid. Send Ledger Account when they want the full statement, including receipts and settled bills that built the closing balance. The company picks one of those two documents in Settings, Statements. That pick applies to both Share PDF and WhatsApp send.
Q: What is a pending bills statement on WhatsApp in Takkada?
A: It is the Pending Bills document from Settings, Statements: only the bills awaiting payment, as a PDF. The other document on that screen is Ledger Account, the full statement. Include details is the one switch, for line items and narration.
Q: Can I choose ageing buckets or bank details on the statement I send on WhatsApp?
A: No. Settings, Statements offers Ledger Account or Pending Bills, plus Include details. There is no ageing-bucket picker on the statement. Bank details print automatically from the company's default bank. They appear in reminder text only when there is no payment link.
Q: Does Include details apply to both the full ledger and the pending bills statement?
A: Yes. Include details adds line items and narration to whichever document you picked, Ledger Account or Pending Bills. The switch applies to both Share PDF and WhatsApp send. Turn it off when the customer only asked for the unpaid total.
Q: Where do I send the pending bills statement from, besides Settings?
A: Settings only chooses the document. The send starts on the party page, the bills page or the ageing report. Send from my WhatsApp opens your own WhatsApp with the message pre-filled and the PDF going through the share sheet. From the Takkada business number, the app shows the message as queued.
Q: Is a Trial Balance PDF the same as a ledger statement on WhatsApp?
A: No. A Trial Balance is a report of every ledger with a debit or a credit, shared from Financial Statements through the phone's share sheet. A ledger statement or pending-bills statement is one party's document from the party page, the bills page or the ageing report. Sharma asking for his statement wants the party document.
Takkada is a Tally-integrated receivables and auto-reconciliation app for Indian distributors, with 0% MDR UPI collection and WhatsApp dispatch. Book a free demo.