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Customers

Customer Record

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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

Invoice email delivery

Billing settings → Invoice email delivery decides who receives this customer’s invoice emails. The Email delivery dropdown has two options:

  • Send to customer (default): emails go to the customer’s billing contacts.
  • Send to followed by your company’s billing email, for example Send to billing@yourcompany.com: emails go to you instead of the customer. This is the contact email set under Settings → Business information.

The setting covers the invoice email, dunning reminders, and payment notices such as confirmations and failed payments. Emails you or the Collections Agent send from the collections page still go to the customer’s contacts. The invoice is still sent, synced to your ERP, and open for payment as normal. Use it when the customer only accepts invoices through an AP portal, or when someone on your side forwards invoices to the customer.

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.