How long does it take for a payment to be reflected in Tabs?

Summary

This article explains how payments are reflected in Tabs and the timeframes involved, depending on the payment method used.

Payment Methods and Reflection Times

Tabs supports multiple payment methods, each with different reflection times:

1. Credit Card (via Stripe): Automatically marked as PAID once the payment clears.

2. ACH Debit (via Stripe): Automatically marked as PAID once the payment clears.

3. ACH Credit: Requires manual marking as PAID or syncing with the General Ledger.

   1. If Cash Application is enabled and Plaid is connected, automatically marked as PAID once the payment hits bank

4. Check: Requires manual marking as PAID or syncing with the General Ledger.

   1. If Cash Application is enabled and Plaid is connected, automatically marked as PAID once the payment hits bank

Marking Invoices as Paid

For payments made via ACH Credit or Check there are three ways to mark an invoice as paid:

1. Mark as PAID in Tabs: The payment will be immediately reflected in Tabs and pushed to the General Ledger. (either manually or via Cash Application)

2. Mark as PAID in General Ledger (e.g., QuickBooks Online): The payment will be synced to Tabs the following day during the automatic daily sync.

Tips & Best Practices

• For faster reflection of payments, mark invoices as PAID directly in Tabs.

• If you've marked a payment as PAID in your General Ledger and don't want to wait for the next day's sync, you can manually sync by clicking the "Sync my GL" button on the Overview Page.

Troubleshooting

• Payment not showing as PAID: Ensure the payment has been correctly recorded in either Tabs or your General Ledger. If recorded in the General Ledger, wait for the next sync or perform a manual sync.

• Delayed reflection after General Ledger entry: Check if the automatic daily sync has occurred. If not, use the manual sync option.