Bill
Send the invoice from Tabs with payment options built into the customer experience. No separate payment handoff.
Introducing Payments
Tabs Pay: Embedded payments built into your revenue platform
One place to bill customers and get paid.
Seamless billing to payments, within one interface. Run contract to cash and process payments in one reliable, enterprise-grade interface, so you spend less and get paid faster.
01. Make it easier to pay
Give customers flexible ways to pay with cards, ACH, saved payment methods, and auto-charge.
02. Recover more payments
Automatically retry eligible failed payments, so your team can collect more without chasing customers manually.
03. Track payments to invoices
Track payment status, payouts, and reconciliation in the same place as the invoice and customer record.
Tabs Pay
Follow a payment from invoice sent to payment completed, without leaving Tabs.
From standard agreements to usage-based pricing, renewals, and non-standard terms, Contract Agent processes contract data at scale while learning how your business works and measuring accuracy over time.
Collect
When a customer pays, the transaction appears in Tabs alongside the billing workflow, so finance can see payment status without switching systems.
Reconcile
Completed transaction stay tied to the invoice it paid, making it easy to confirm what was collected without manually matching the payment back to billing.
Built for the way your business gets paid.
From straightforward subscriptions to usage-based and custom billing models, Tabs Pay keeps payments aligned with the way you bill while giving you more control over cost as volume grows.
Support every billing model your business runs
Collect against subscription, usage-based, and custom invoices without building separate payment workflows.
Keep payment costs in check as you scale
Manage growing payment volume across cards and ACH without adding unnecessary cost or complexity.
Scale volume without scaling the work
As transaction volume grows, payments, payouts, and reconciliation stay part of the billing workflow instead of creating more manual operations.
Tabs Pay
Handle more of the payment lifecycle in Tabs.
From getting a customer successfully through payment to recovering failures and managing what happens afterward, Tabs Pay gives your team more control over every transaction.
Instant Bank Verification
Get customers to payments faster.
Give customers more ways to pay with less friction at checkout, whether they prefer card or bank payment.
- Accept credit cards and ACH in one checkout
- Verify bank accounts instantly with Plaid
- Save payment methods and enable autocharge
Automatic Retries
Protect revenue from failed payments.
Give failed charges another chance to succeed automatically, so your team can recover more revenue without manually rerunning payments.
- Automatically retry eligible failed payments
- See every retry and payment status
- Tie recovered payments back to the original invoice
Disputes and refunds
Take control of every transaction.
Manage what happens after a payment from the transaction itself, with the details your team needs to take action.
- View payment details and transaction history
- Issue and track refunds
- Manage disputes without leaving Tabs
FAQs
Embedded payments bring payment processing directly into the software where the rest of the financial workflow already happens. For finance teams, that means customers can pay from the same experience used for billing, while payment activity stays tied to the invoice and customer behind it.
A customer pays an invoice by card or ACH within the billing experience. The underlying payment infrastructure processes the transaction, while the billing platform keeps track of what was paid, which invoice it belongs to, whether the payment succeeded, and what needs to happen next.
Embedded payments can make it easier for customers to pay, reduce failed-payment and reconciliation work, and give finance better visibility from invoice through payout. They also become more valuable as payment volume and billing complexity grow because fewer handoffs need to be managed manually.
For B2B finance teams, embedded payments can support invoice payments, saved payment methods, autocharge, failed-payment retries, refunds, disputes, payouts, and reconciliation. When payments sit inside the billing workflow, those actions can happen with the context of the customer and invoice already attached.
Existing customers can request a free rate analysis from their Customer Success Manager, who reviews your transaction history and card mix and compares the rates Tabs Pay would offer with what you pay today. Documentation on how Tabs Pay works is also available in the Tabs docs.
