How to Manually Create Invoices in Tabs

Summary / Introduction

Learn how to create new billing periods and invoices in the Tabs merchant application.

Step-by-Step Instructions

1. Navigate to Customer Page: Go to the customer's account page

2. Access Billing Terms: Click on the "Billing Terms" tab

3. Add New Billing Term: Click the "+ Add billing term" button

4. Enter Billing Term Details: Fill in the necessary billing term information

5. Save Billing Term: Click the "Save" button to create the billing term

6. Set Up Billing: Click "+ New billing schedule" to configure the billing schedule (See screenshot)

7. Configure Schedule: Enter the desired billing schedule details

8. Save Schedule: Click the "Save" button to generate the new invoices

Tips & Best Practices

• Review Before Saving: Double-check all billing term and billing details before saving to ensure accuracy

• Document Changes: Make note of any billing schedule changes for accounting purposes

Managing Created Invoices

• Delete Duplicate Invoices: If you accidentally create duplicate invoices, click "Need to do something else" > "Delete invoice" to remove the unwanted duplicate

• Edit Invoice Dates: To modify invoice dates after creation, click "Edit" and make the necessary date changes

• Review Invoice Periods: Double-check that billing periods match your contract start dates before finalizing invoices