Set up Stripe

This guide walks through connecting Stripe to Tabs to enable automated payment collection. Once connected, Tabs uses Stripe to charge customer payment methods, reconcile payments against invoices, and sync transaction data to your ERP—without manual intervention.

Before you begin

• You can create a Stripe account as part of the connection process. However, you need to be prepared with the information Stripe requires to verify your business. This is a standard Know Your Customer (KYC) check that all payment processors are required to complete before they can process payments on your behalf.
• You need admin access to the Tabs app to complete the OAuth connection. Contact Tabs Support or your Implementation Manager to request access.

Connect your Stripe account

Tabs uses Stripe Connect to link your Stripe account. This is a one-time OAuth flow completed in the Tabs app.

1. In the Tabs app, go to Settings → Integrations → Stripe.
2. Click Connect Stripe.
3. Complete the Stripe Connect onboarding. Log in to your existing Stripe account and authorize the connection, or create a new account during this flow.
4. After authorizing, Stripe redirects you back to the Tabs app.

When the connection is established, the Integrations page shows your account status as Connected.

How Stripe payments work in Tabs

Once connected, Tabs uses Stripe to process the payment methods that you enable.

1. Payment attempted — When a customer attempts payment, Stripe creates a payment_intent to log the attempt.
2. Payment collected — When the payment is successfully processed, it emits an invoice.payment_succeeded event.
3. Tabs reconciles — Tabs receives the webhook, marks the invoice as paid, and syncs the payment record to your ERP.
4. Payment visible — The payment appears in Tabs and is retrievable via the Tabs API.

Next steps

• Connect your bank
• Mark invoices as paid
• Retrieve payments