> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.tabs.com/customers/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.tabs.com/_mcp/server.

# Customers

A **Customer** in Tabs is the business you're billing. Every contract, invoice, and payment in Tabs belongs to a customer record. Customers sit at the top of the Tabs data model — one customer can have many contracts, and each contract can generate many invoices over time.

## Role in Tabs

Customers are the anchor point for your revenue operations. When Tabs ingests a contract, it links extracted billing terms, renewal dates, and payment obligations to the correct customer record. That gives finance teams a centralized view of what each account owes, when renewals are coming up, and how billing is configured.

Customers also connect Tabs to your other systems:

* **CRM** (HubSpot, Salesforce) — companies/accounts (or other specified objects) sync into Tabs as customers before contracts are linked
* **ERP** — customer records sync bi-directionally for invoicing and reconciliation
* **Payments** (Stripe) — stored payment methods and portal payments attach to each customer for invoice collection and autocharge
* **Tax providers** — customer-level tax configuration flows through to invoice generation

For the full entity hierarchy, see [Tabs data model](/data-model).

## Explore customers

#### [Customer record](/customer-record)

Business information, billing contacts, identifiers, and custom fields on each customer.

#### [Customer Ingestion](/customer-ingestion)

How customers enter Tabs, ERP sync, sub-customers, and the confirm customer workflow.

> API docs and guides for Tabs — billing, contracts, payments, revenue recognition, and integrations.

## Docs

- [Customer Record](https://docs.tabs.com/customer-record.md)
- [Customer Ingestion](https://docs.tabs.com/customer-ingestion.md)