Share a ledger statement on WhatsApp, straight from Tally.

The retailer says his books show something else. Until he has your statement in his hand, that argument runs for another week.

Takkada lets you share a ledger statement on WhatsApp for any party and any period, generated from your Tally. Pick the party, pick the dates, and the PDF goes out from your phone with a payment link attached. The retailer can check every entry against his own book and settle from the same message.

A statement PDF and a pay-now link delivered to a retailer on WhatsApp

From a disputed balance to a settled one

Open the party, see the entries

Every invoice, receipt and note against that retailer, in order, read from your Tally. This is the same ledger your accountant is looking at on the desktop.

Party ledger showing receipts matched against the invoices they settle

Choose the period he is arguing about

Any date range, not just the current year. When a retailer disputes an entry from two seasons ago, you send that window rather than the whole book.

Party ledger with outstanding invoices and their due dates

The PDF goes out on WhatsApp

It reaches the number he actually reads, with your business name on it. He can open it in the shop, on the road, at ten at night, and check it against his own book.

Invoice PDF and payment link delivered to a retailer on WhatsApp

A payment link rides along with it

Once he agrees the balance, there is nothing left to arrange. He pays from the same message by UPI, at 0% MDR, with no transaction cap and no monthly fee.

Invoice summary in Takkada with the amount due and a payment link on the same screen

The receipt lands against the right bill

His payment posts into your Tally against the invoices it settles, so the statement you send next month already reflects it.

List of settled collections with the amount and date of each

What a statement is worth depends on what rides with it

What you needTakkadaOther Tally mobile apps
Period you can sendAny date range, including closed yearsOften the current period only
Where the PDF is generatedFrom your Tally ledger, on demandAlso from Tally, though sometimes from a cached copy
Collecting on the statement you just sentPayment link on the same message at 0% MDR, no transaction cap, no monthly feeStatement only, collection arranged separately
Letting the buyer pick which bills to clearHe selects the invoices and the receipt splits across themA single lump payment you match by hand
Sending from your own WhatsApp Business numberAvailable as an early-access add-onUsually a shared sender

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.

Ledger and invoice share is in the entry plan. Payment collection is an add-on available on every plan.

Clarity ₹2,175/year + GST on a 3-year term

See what every plan includes

Questions distributors ask

Open the party in the app, choose the period you want, and send. The statement is generated from your Tally ledger as a PDF and goes out on WhatsApp to the number saved against that party. You do not need to be at the office or have anyone export it for you, so a balance question raised in the market gets answered in the market.

Yes. You pick the date range, including windows from earlier financial years, as long as that data is in the Tally company you are connected to. This is the version distributors use most, because the entry a retailer disputes is usually an old one rather than something from this month.

If payment collection is switched on for your business, a pay-now link goes with the statement. He settles by UPI from the same message, and you receive it at zero MDR with no transaction cap and no monthly fee. The receipt then posts into your Tally against the invoices it clears.

By default it goes from the platform sender with your business name on the message. Sending from your own WhatsApp Business number is available as an early-access add-on. Distributors ask for it because a message from a number the retailer already has saved gets opened, and an unknown sender often does not.

No. Generating and sending a ledger is a read. Nothing is written back, no voucher is created and no balance is touched. The only entries the app writes into your Tally are the ones you deliberately create, such as a receipt when the retailer pays or an invoice when you raise one.

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