Enable Auto E-Mail after Voucher Save
Automatically send invoices and vouchers via email in TallyPrime with Pragyantra’s add‑on. Save time, improve communication, and automate your workflow.
Enable Auto E‑Mail after Voucher Save for TallyPrime
Automatically Send Emails After Saving Vouchers in Tally
Introduction
In modern business environments, real-time communication and automation are essential for efficiency. Businesses often need to send documents like invoices, receipts, and payment confirmations immediately. However, manually sending emails after every entry can be:
- Extremely time-consuming for high-volume billing
- Prone to human error (forgetting to attach or send)
- Dependent on manual follow-ups, causing communication delays
- Inefficient for maintaining a professional workflow
The Enable Auto E‑Mail after Voucher Save Add‑on by Pragyantra automates this entire process by sending emails automatically the moment a voucher is saved in TallyPrime.
What is “Enable Auto E‑Mail after Voucher Save”?
This add‑on is a custom Tally module that triggers an automated email delivery system integrated into your voucher saving screen. With this add‑on installed, Tally can:
- Instant Invoice Delivery: Sends the Sales Invoice to the customer as soon as it's generated.
- Automatic PDF Attachments: Converts the voucher into a professional PDF format and attaches it.
- Vendor PO Automation: Shares Purchase Orders with vendors instantly to speed up procurement.
- Receipt & Payment Alerts: Sends payment confirmations to parties, improving trust and transparency.
Why Businesses Need This Add‑on
Manual emailing is a bottleneck that slows down your "Order-to-Cash" cycle. If your customer gets the invoice the same second you save it, your payment cycle improves. The Pragyantra Auto Email Add‑on ensures consistent and real-time document sharing without any extra effort from your accounting team.
Key Features of the Add‑on
Automatic Email Trigger
The email is triggered in the background as soon as you confirm 'Yes' to save the voucher.
Multi-Voucher Compatibility
Works seamlessly across Sales, Purchase Orders, Receipts, Payments, and Delivery Notes.
Smart Ledger Integration
Automatically fetches the recipient’s email address directly from the Ledger Master records.
Standardized Email Templates
Allows you to set predefined subject lines and body text (e.g., "Dear Customer, please find attached your Invoice...") for a professional touch.
Lightweight & High Performance
Optimized TDL architecture ensures that sending emails doesn't lag or freeze your Tally session.
Business Benefits
- Massive Time Savings: Eliminates the need to export to PDF and then open Outlook/Gmail.
- Improved Customer Experience: Your clients receive their bills instantly, reflecting a modern tech-savvy business image.
- Zero Missed Communications: Every transaction is documented and shared without fail.
- Faster Payments: Quick delivery of invoices leads to quicker payment processing by your customers.
Use Cases
- Retailers & E-commerce: Sending digital invoices to customers immediately after purchase.
- Trading & Distribution: Dispatching POs to suppliers and Invoices to dealers in real-time.
- Service Providers: Sending automated receipts for consultancy or service payments.
Compatibility
This add‑on works with:
✔ TallyPrime
✔ Tally ERP 9
Frequently Asked Questions (FAQ)
1. Do I need to enter the email ID every time I save an invoice?
No. The add-on automatically picks the email ID from the Party Ledger Master. If the ID is missing, Tally will prompt you to enter it before saving.
2. Can I send the email to multiple recipients (like the owner and the accounts department)?
Yes. You can mention multiple email addresses in the ledger master (separated by commas), and the add-on will deliver the voucher to all of them simultaneously.
3. Does it require an active internet connection to save the voucher?
Yes, for the email to be sent, your system needs to be connected to the internet. If you are offline, the voucher will save, but the email will not be delivered.
4. Will I get confirmation that the email has been sent?
Tally provides a status message once the email is successfully triggered, ensuring you have peace of mind that the document is on its way.
Switch to 100% Automated Business Communication
Stop wasting hours on manual emails. Let Pragyantra automate your document sharing so you can focus on growing your sales.
👉 Contact Pragyantra today to empower your TallyPrime with advanced automation.
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It is a Tally add-on that automatically sends emails after saving a voucher.
Invoices, receipts, purchase orders, and payment vouchers can be emailed instantly.
Yes. Vouchers can be sent as PDF attachments.
Yes. It works with both TallyPrime and Tally ERP 9.
