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Flexprice pushes invoices to Tabs. When an invoice is synced, Flexprice ensures the corresponding customer and contract exist in Tabs, then creates the invoice as a draft that you can review and modify before collection.

What gets created in Tabs

When Flexprice syncs an invoice, it maps Flexprice entities to Tabs entities, creating each one only if it does not already exist.
The sync is idempotent. Existing customers and contracts are reused, so re-syncing an invoice does not create duplicates.

When sync happens

Flexprice syncs an invoice to Tabs when both of these are true:
  • The Tabs connection is active
  • Invoice Sync is enabled on the connection
Sync is triggered at two points in the invoice lifecycle:
  • Invoice finalization - when an invoice transitions to finalized
  • Draft invoice computation - when a draft invoice is computed
Syncing draft invoices to Tabs is configurable. To change whether draft invoices are pushed, contact your Flexprice point of contact.
Invoices arrive in Tabs as drafts, so you can adjust them in Tabs before finalizing and collecting payment there.
For setup, see Connection Setup.

Troubleshooting