Confirm Customer

Last updated: April 14, 2026

What is “Confirm customer”?

“Confirm customer” is a required step in Tier 1 processing when Tabs needs you to verify a customer before an invoice can be sent.

This typically happens when a customer is newly created from a contract and Tabs is not fully confident in the match.

When does this appear?

You’ll see “Confirm customer” when:

  • A contract creates a new customer

  • Tabs cannot confidently match that customer to an existing record

  • The customer was created by AI (not manually selected or matched)

If the customer matches an existing record, you will not need to confirm.

Why is this required?

This step exists to prevent:

  • Duplicate customers in your system

  • Incorrect mappings to QuickBooks

  • Downstream invoicing and reconciliation issues

Think of it as a final validation step before invoices are sent.

What do I need to do?

  1. Open the invoice

  2. Click “Confirm customer”

  3. Review the customer details

  4. Confirm the correct customer (or adjust if needed)

Once confirmed:

  • The invoice will move forward

  • You can proceed with sending or editing as needed

Important notes

  • You must confirm the customer before editing certain invoice details (e.g. deleting line items in some cases)

  • This is expected behavior for Tier 1 processing

  • You may see this more often when working with new contracts or new customers

Common issues

“I’ve never had to do this before”

  • This is part of the newer Tier 1 processing flow

“Why is my invoice blocked?”

  • The invoice cannot be sent until the customer is confirmed