Customers

Customer Record

View as Markdown

Tabs stores business, billing, and integration data on each customer. Most of this syncs to your connected ERP.

Business information

FieldDescription
Customer nameThe display name used across Tabs and on invoices
Legal nameThe registered company name, if different from the display name
Billing addressAddress used on invoices and synced to your ERP
Shipping addressOptional shipping address, synced to your ERP
Custom fieldsOptional merchant-defined fields for internal segmentation, and can be mapped to corresponding CRM or ERP fields

Billing contacts

FieldDescription
Primary billing contactName and email for the main billing recipient (syncs to ERP)
CC emailsAdditional recipients copied on billing communications

Payment and taxes

FieldDescription
Payment methodsStored cards and bank accounts for autocharge
Autocharge settingsWhether invoices are charged automatically
Tax exemptTax exempt status used for tax calculation
VAT/EINOptional tax fields used if applicable

Identifiers and integrations

Each customer has a unique Customer ID in Tabs. This is the reliable join key when working with Tabs exports, API responses, or cross-system reconciliation — don’t rely on customer names alone.

When integrations are connected, Tabs also stores external IDs:

CategorySource
CRMHubSpot, Salesforce, or other CRM
ERPYour connected ERP
PaymentsStripe
Tax SolutionYour configured tax provider

The Source field indicates which external systems a customer is synced with. A customer labeled Created by HUBSPOT in the Tabs app was created by your CRM sync, not manually.