Auto Email Module with Scheduler Options for Tally Prime
Simplify Invoices, Ledgers & outstanding reports sharing in Tally Prime 🚀
Streamline your debt recovery and financial communication with our Tally Prime TDL, designed to automate outstanding reports and invoice distribution directly from your accounting software manual entry during audit season.
- 5.0 Rating ★★★★★
- 1000+ Professional Purchased
TDL Description
Transform your accounting workflow with this powerful Tally Prime automation tool that manages everything from automated overdue bill alerts to bulk document distribution. By implementing scheduled ledger statements and real-time email triggers upon saving invoices, this TDL ensures your clients receive professional, timely notifications without any manual effort. It offers a lifelong solution for businesses aiming to improve cash flow and maintain a consistent, automated payment follow-up cycle.
🔑 Key Features
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Direct Emailing from Reports: Send any selected invoices or vouchers to respective parties directly from any report within Tally Prime.
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Bulk Export and Printing: Streamline administrative tasks by exporting or printing multiple selected vouchers and ledgers in a single batch.
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Flexible Outstanding Scheduling: Schedule the automated sharing of ledger statements and outstanding reports to maintain regular financial follow-ups.
- Professional Communication Tools: Customize the email body text and add CC recipients to keep your internal team informed of outgoing documents.
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Simple Setup: Installs easily via the “TDLs & Add-ons” menu using a specified file path
- Time-Saving & Error-Free – Update once and see uniformity across all companies.
🎯 Who Can Benefit?
✅ Chartered Accountants (CAs)
✅ Accountants & GST Practitioners
✅ Businesses managing multiple Tally Companies
This TDL makes consolidated reporting cleaner, faster, and smarter.
💻 Compatibility
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100% Compatible with all versions of Tally Prime
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May work in Tally.ERP 9 (but no support provided)
TDL Benefits
✅ Automate outstanding report emails to trigger exactly when a payment becomes due
✅ Access advanced print, export, and email options directly through the F6 configuration menu in Tally Prime
✅ Schedule ledger statements to be shared automatically with clients at predetermined intervals
✅ Choose specific dates for automated follow-ups, such as the 1st, 5th, 15th, 25th, or 31st of the month
✅ Trigger auto-emails instantly the moment a new invoice or voucher is saved in the system
✅ Email any selected invoice or voucher directly from any report within Tally without navigating away
✅ Monitor overdue days clearly in Tally reports to help your team prioritise debt collection efforts
✅ Single TDL for all Versions of Tally Prime
✅ Saves Time & Reduces Errors
✅ Very useful for CAs & Businesses
✅ Multi-user Support available
✅ Access advanced print, export, and email options directly through the F6 configuration menu in Tally Prime
✅ Schedule ledger statements to be shared automatically with clients at predetermined intervals
✅ Choose specific dates for automated follow-ups, such as the 1st, 5th, 15th, 25th, or 31st of the month
✅ Trigger auto-emails instantly the moment a new invoice or voucher is saved in the system
✅ Email any selected invoice or voucher directly from any report within Tally without navigating away
✅ Monitor overdue days clearly in Tally reports to help your team prioritise debt collection efforts
✅ Single TDL for all Versions of Tally Prime
✅ Saves Time & Reduces Errors
✅ Very useful for CAs & Businesses
✅ Multi-user Support available
TDL Includes
✅ Free Video Training
✅ Free Support on Google Meet / Anydesk
✅ Free Chat Support
✅ Multiuser License support
✅ Free Webinar Access for this product
✅ One-time configuration provides a permanent, lifelong automation tool for your business operations
✅ Free Support on Google Meet / Anydesk
✅ Free Chat Support
✅ Multiuser License support
✅ Free Webinar Access for this product
✅ One-time configuration provides a permanent, lifelong automation tool for your business operations
FAQ of Auto Email Module with Scheduler Options for Tally Prime TDL
Which Tally versions are compatible with the GST Automation TDL?
The TDL is universally compatible with all versions from Tally Prime 1.0 to Tally Prime 7.0
Can we use this TDL in Tally Erp 9 ?
No, this TDL may work on Tally.Erp9 but we don't provide support for Erp9
Is there any limit on number of company in tally to use this TDL?
No, it can be used for unlimited companies in your Tally License
How do I enable the automation features?
Navigate to the F6 configuration menu and enable "Advanced Print, Export, and Email"
Can I send emails automatically when saving?
Yes, you can enable an option to send an auto-email the moment an invoice or voucher is saved
How does the system determine if a bill is overdue?
It uses the Credit Period specified in the sales party master to calculate overdue days
What happens when I open Tally on a scheduled date?
A startup popup appears asking for confirmation to send the scheduled ledger statements
Is it possible to include a CC recipient?
Yes, the TDL allows you to configure a CC email ID for internal tracking
Can I customize the email message?
Yes, you can set customized text for the email body within the configuration settings
Can I email directly from Tally reports?
You can send any selected invoice or voucher from any report screen via email
Email will be sent from whose id?
You need to create a GMAIL App Password, and mails will be sent from your own email Id
Change Log ( History )
Version 7.0 (15/01/2026 )
7th Release
