Collections & Payments | Tabs developer documentation

Role in Tabs

Collections and payments sit at the end of the Tabs lifecycle, after invoices are sent:

Billing terms generate invoices
Invoices are tracked and followed up on until they are settled
Payments settle invoice balances
Payment and reconciliation data sync to your ERP

Billing covers invoice generation and delivery. Collections & payments covers everything that happens after an invoice is sent: reminders, payment collection, cash application, and credits. See Invoices & Integrations for how invoices are created and synced.

For the full entity hierarchy, see Tabs data model.

Invoice statuses

Once an invoice is sent, it carries one of these statuses:

Status	Meaning
Sent	Invoice delivered to the customer, awaiting payment
Pending	Payment in progress, used when a customer has notified you payment is on the way, or when Stripe or ACH is processing
Partially paid	A payment has been applied and a balance remains
Paid	Payment received and applied in full
Overdue	Past the due date with a balance outstanding

Overdue is derived from the due date rather than set on the invoice, so an invoice can become overdue from any unpaid status.

Explore collections & payments

Collections & Receivables

Monitoring outstanding invoices, dunning, aging, and the Collections Agent.

Payments & Integrations

Recording payments, Stripe, Plaid cash application, credit memos, and ERP sync.

Set up Stripe

Connect Stripe for automated payment collection.

Set up Plaid

Connect your bank for cash application and reconciliation.