Tally connectivityTally to ERPNext
Customer Self Service Portal
Controlled, self-serve access to orders and invoices
Give customers controlled access to orders, invoices, statements, documents, and support — without a phone call to your office.
Repeat B2B customers ask the same questions on every order cycle: where's my invoice, what's outstanding, what's the delivery status. A Customer Self Service Portal gives each customer a secure, logged-in view of exactly their own orders, invoices, statements, and documents.
Connected to Tally and ERPNext, the portal always reflects current data — no separate export process, no stale PDFs emailed around.
Capabilities
Self-service, backed by live data
Order and invoice history
Customers see their own orders, invoices, and status without calling or emailing.
Live balances and statements
Account data reflects Tally and ERPNext in real time.
Document access
Delivery proofs, contracts, and shared documents available in one place.
Support requests
Customers raise and track requests directly through the portal.
Who it's for
Built for teams like yours
- B2B suppliers
- Manufacturers
- Distributors
- Service providers
- Developers
- Businesses with repeat customers
The outcome
Customers get faster answers through self-service, and your team fields far fewer routine account queries.
Explore more
Other Tally connectivity solutions
Tally WhatsApp Business Connectivity
Balances and statements, shared securely on WhatsApp
Vendor and Supplier Portal
Coordinate suppliers without the email back-and-forth
WhatsApp Order to Collection
From order to payment, tracked end to end
WhatsApp Purchase to Payment
Purchase requests to supplier payment, in one flow
Receivables Payables and Reconciliation
Dues tracked, statements shared, exceptions resolved
Customer and Vendor Document Exchange
Onboarding records, invoices, and proofs — all tracked
See Customer Self Service Portal in action
A short WhatsApp conversation is all it takes to get a walkthrough tailored to your business.