Bill to Merchant: What it is and when to use it

Bill to Merchant is a customer-level billing setting in Tabs that prevents an invoice email from being sent to your customer, while still allowing the invoice to be sent to your ERP.

When Bill to Merchant is enabled:

• Tabs does not email the invoice to the customer

• Tabs does still send the invoice to your ERP

• Your team can then deliver or process the invoice through your own workflow, such as Coupa, Ariba, or another manual/AP process

When to use Bill to Merchant

Use Bill to Merchant when:

• The invoice needs to go through an AP Portal like Coupa, Ariba, or another AP portal

• You need to send or upload the invoice manually outside of Tabs

• You want the invoice to sync to your ERP, but do not want Tabs emailing the customer

• You are handling a one-off exception and want to temporarily suppress customer delivery

How it works

• Bill to Merchant is set at the customer level

• Once enabled, Tabs suppresses invoice emails to that customer

• The invoice still syncs to your ERP

• Your team can then send or upload the invoice through the appropriate external workflow

• If this was only needed for a one-time case, the customer can be switched back to Bill to Customer afterward