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Create professional invoices that reflect your business.

Customise your invoice layout to match your business needs. Choose how your invoice looks and share a clear, professional copy with your customers.

  • Choose from available invoice templates
  • Add your business details and branding
  • Display relevant invoice information clearly
  • Download and share invoices with customers
Invoice summary with the party, invoice number, date and payment terms

The bill that arrives looks like your business

Invoice settings: GST mode, rounding, price level, reverse charge and batch numbers

Your format, not a default one

Logo, business details, terms and the layout your customers already recognise from the bills you print in the office.

Review screen creating seven invoices in one go

The lines as you enter them

Items, quantities, rates and GST come from the voucher in your Tally, so the PDF and your books say the same thing.

Invoice summary with the amount, GST mode and the WhatsApp and e-invoice switches

Your bank and UPI details on the bill

The retailer does not have to ask where to send money. Where payment collection is on, a pay-now link goes with the PDF as well.

An invoice PDF and a pay-now link delivered to a customer on WhatsApp

It reaches him on WhatsApp

Within seconds of the invoice being saved, on the number he actually reads. Auto dispatch can send every invoice this way without anyone pressing send, from Takkada's number or from your own WhatsApp number with a paid add-on.

Sales analytics with monthly trend

What went out, and when

The sales register by month with totals and counts, so you can see the billing that actually left the building rather than what you assume did.

What the customer copy has to carry

What you needTakkadaOther Tally mobile apps
The format the customer receivesYour own template, with your logo and termsOften a fixed app format
Bank and UPI details on the billOn the PDF, with a pay-now link where collection is onUsually static text, if present
How it reaches the retailerWhatsApp, within seconds of the invoice being savedManual share, or email
Sending every invoice without pressing sendAuto dispatch on save, from Takkada's number or your own (paid add-on)Usually manual
Where the numbers come fromThe voucher in your TallySometimes a copy held in the app

Checked on 8 August 2026 against the two Tally mobile apps distributors most often weigh against Takkada. We re-check this every fortnight, because their products move.

The custom invoice PDF template starts at this plan. Auto invoice dispatch comes in with Assurance and sends from Takkada's number, or from your own WhatsApp number with a paid add-on.

Momentum ₹3,375/year + GST on a 3-year term

See what every plan includes

Questions distributors ask

Yes. The template carries your logo, business details, terms and the layout your customers already know from the bills you print. The bill that lands on a retailer phone is often the only thing he sees from you in a week, so it reading as your business rather than as a generic app matters more than it sounds.

Yes, they sit on the template, so the retailer never has to ask where to send the money. If payment collection is switched on for your business, a pay-now link goes with the PDF as well, and the receipt then posts into your Tally against the invoices it settles.

The items, quantities, rates and tax come from the voucher in your Tally, so the customer copy and your books cannot drift apart. This is the failure worth avoiding, because a PDF built from a separate copy held inside an app is how a retailer ends up holding a bill your ledger does not recognise.

Yes, with auto invoice dispatch switched on. It sends from Takkada's WhatsApp number, or from your own number with a paid add-on. Each invoice is sent to the party on WhatsApp as it is saved, without anyone pressing send. Without it you still share the PDF by hand from the app in a tap, which most distributors start with before turning the automatic dispatch on for the whole book.

The template is set up for your business rather than edited by you screen by screen, so tell us the format you print today and it gets matched. Distributors usually want their letterhead, their terms and their bank block in the places their customers are used to, and that is what the setup covers.

See it in 15 minutes.
Decide with a full picture.

Book a demo. We walk through your setup, your Tally version, and exactly what changes for your business.