How can I stay on track with my invoicing?

Summary

Tabs is built to help you save time and get paid faster. Our research shows that the primary reason customers don’t pay invoices on time is because they don’t receive them from the merchant on time. 

To invoice on time and get paid faster, we recommend uploading new contracts as soon as they’re signed, sending invoices on time, and automating payment reminders set you up for success with regard to getting paid on time. 

Best Practices

• When you sign a contract with your customer, send it to contract-ingest@tabsplatform.com to start the invoicing process. A quicker way to speed up this process is to integrate directly with Docusign or PandaDoc.

• When the contract is processed you will be notified via Slack. Review your invoices and revenue and make adjustments as needed.

• Schedule your invoices to be sent automatically and they will go out each morning without further intervention.

• When payment is received, mark your invoices as paid to reduce further communication with your customer. Check out our new Cash Application feature to streamline this process even more.

• Throughout the lifecycle of your customer relationship, Tabs will notify you via Slack of upcoming activity for the week and past activity from the prior week.