How the Tabs <> Rillet Integration Works

Last updated: June 10, 2026

Overview

The Tabs <> Rillet integration syncs customer, invoice, payment, and accounting data between both systems.

Tabs pulls data from Rillet on a scheduled basis and pushes transactional data to Rillet as activity occurs in Tabs.

What Syncs from Rillet to Tabs

During initial setup, Tabs imports existing supported records from Rillet. After setup is complete, Tabs continues to sync supported records on an ongoing basis.

Tabs imports the following objects from Rillet:

  • Customers

  • Products / Items

  • Chart of Accounts

  • Bank Accounts (included as part of the Chart of Accounts import)

  • Historical invoices

  • Payments

What Syncs from Tabs to Rillet

Tabs pushes the following objects to Rillet:

  • Customers

  • Invoices

  • Credit Memos

  • Journal Entries

Source of Truth

Tabs is generally considered the source of truth for:

  • Invoices

  • Journal Entries

Rillet is generally considered the source of truth for:

  • Payments

  • Products

  • Chart of Accounts

Customer Sync

Customer sync is bi-directional.

Rillet → Tabs

Existing customers in Rillet are imported into Tabs during initial setup and ongoing syncs.

Tabs → Rillet

New customers and customer updates created in Tabs sync to Rillet automatically.

Customer Requirements

Before invoices can be sent:

  • Customer name must exist

  • Billing address should be populated

  • Primary email should be populated

Invoice Sync

When an invoice is sent in Tabs:

  • The invoice syncs to Rillet automatically

  • The invoice is marked as sent

  • Tabs remains responsible for invoice delivery and numbering

Draft Invoices

Draft invoices do not sync to Rillet.

Invoices are only synced after they are sent.

Invoice Changes

Tabs is the source of truth for invoices.

Changes made directly in Rillet do not sync back to Tabs.

Invoice Reset Behavior

If a sent invoice is reset back to draft in Tabs:

  • The corresponding invoice is removed from Rillet

  • Re-sending the invoice recreates it in Rillet

Credit Memo Sync

Applying a credit memo in Tabs automatically syncs the credit memo to Rillet.

Supported workflows include:

  • Invoice-level credit memos

  • Customer-level credit memos

  • Invoice write-off credit memos

Payment Sync

Payment Sync

Payments currently sync from Rillet to Tabs.

  • Payments matched or applied in Rillet sync to Tabs

  • Payments applied directly in Tabs do not automatically sync back to Rillet

  • If a payment is applied in Tabs before it is matched in Rillet, the invoice may appear paid in Tabs but not yet reconciled in Rillet

  • Any reconciliation discrepancies should be resolved within Rillet

Stripe Payments

Stripe payments can reconcile across both systems using the shared Stripe transaction ID.

Journal Entry Sync

Journal Entries sync from Tabs to Rillet through a user-triggered workflow during month-end close.

Key Details

  • Journal Entries do not sync automatically

  • Close Management must be enabled

  • Entries are pushed in batches

Products and Chart of Accounts

Tabs imports:

  • Products / Items

  • GL Accounts

  • Bank Accounts (included as part of the Chart of Accounts import)

Products must be created in Rillet before they can be used in Tabs.

Currency Handling

If multi-currency is enabled in Rillet:

  • Tabs uses the customer currency configured in Rillet

  • Exchange rates are provided by Rillet

Tax Handling

Tabs supports tax providers integrated with the Rillet workflow.

Tax amounts are included when invoices and credit memos sync to Rillet.

Additional Considerations

Write-Off Product Configuration

Rillet does not currently allow Tabs to dynamically create write-off products through the API.

If write-off workflows will be used, any required write-off products should first be created in Rillet.