NGO Software Connections to WhatsApp, UPI and Tally

A trust office already works with a few outside tools. These are the connections that come up most often, and what each one actually depends on.

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Reaching donors and volunteers

Receipt acknowledgements, appeal messages and roster notes go out over an approved business number. Message templates need the provider’s approval before they can be sent.

SMS and email

A text or an email covers donors without WhatsApp, and email carries a receipt as an attachment. Sender identities are registered by the trust.

Taking money in

UPI and payment gateway

A payment link can be put in an appeal message, and a successful payment can arrive as a donation entry awaiting a receipt.

Donation form on the trust website

A form on your own site can write the giver, the amount and the purpose into donor records, so the office does not retype them.

Accounts and devices

Tally export

Receipt and payment listings can be shaped into a file your accountant imports. The ledger and voucher structure has to come from the accountant first.

Attendance devices

Where a centre uses a fingerprint reader or a phone app for staff attendance, those marks can feed staff and volunteer hours.

Printers

Receipts print on an office printer or a small desk printer at a collection point. Nothing unusual is needed.

What each connection depends on

Every one of these sits on somebody else’s system, and that is where the limits come from. A messaging provider approves templates and charges per message. A gateway sets its own charges and settlement cycle, which the trust agrees with the provider directly. A device maker may or may not allow its records to be read. Each connection is confirmed while the work is being scoped, and the ones that need extra work are quoted then.

Which provider the trust holds its WhatsApp number with
Which gateway or bank handles online donations
What ledger structure your accountant wants in an export
Which attendance devices the centres already run

FAQ

Frequently asked questions

Will donors get a receipt on WhatsApp automatically?

Yes, once templates are approved and the number is live. Whether it goes out on entry or on request is a setting.

Does an online donation become a receipt by itself?

It can. Most trusts prefer the office to check the purpose and the fund head first, then issue the numbered receipt.

Is the Tally link ready to use?

No. An export is built once your accountant explains the ledgers, and it is sized and quoted as its own item.

Can an existing biometric reader at a centre be used?

Perhaps. It depends on the make and whether its records can be read. That is established by looking at the device during implementation.

What if we change our payment gateway later?

The donation entries stay as they are. Pointing the system at a new gateway is a change GullySystem carries out for you.

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