Overview

Bill correctly across every currency For multi-currency Salesforce orgs, Tabs pulls the right currency straight from the Account record, so international deals bill correctly without manual overrides.

Roll up billing across account hierarchies Tabs mirrors your Salesforce account hierarchy, so parent and child accounts stay linked and billing rolls up the way your org is already structured.

Configure it yourself, no ticket required Map any Salesforce field — standard or custom — to Tabs, and choose exactly which pipeline stages trigger a sync. It's self-serve, and you can change it any time your process changes.

See invoice status without leaving Salesforce Invoices, line items, and payments push back into Salesforce automatically, so account teams always know what's been billed without logging into another system.

Integration with Tabs

Tabs and Salesforce stay in sync automatically, and merchants control exactly how:

• Customer, contact, and billing/shipping address data sync from Salesforce the moment an Opportunity is marked Closed-Won.
• Contract PDFs pull automatically from the Salesforce opportunity or other selected object and queue for processing, no manual export needed.
• Field mapping supports both standard and custom Salesforce objects, so unusual data structures don't need a workaround.
• Merchants running multiple Tabs instances can route customers and contracts to the correct instance based on Salesforce field values (e.g., region or business unit).
• Invoices, line items, and payments push back into Salesforce via Tabs-installed custom objects, tied to the originating Opportunity.