# Tabs integration

> Revenue and contract management platform API for managing customers, contracts, invoices, payments, obligations, and usage events.

- Authentication: apiKey

## Tools (76)

- **Apply Credit Memo**: Apply a credit memo to one or more invoices.
- **Batch Save Performance Obligations**: Create or update multiple performance obligations for a contract in a single request.
- **Bulk Create Events**: Create multiple usage events in a single request.
- **Bulk Delete Events**: Delete multiple usage events in a single request.
- **Cash Forecasting Report**: Retrieve a cash forecasting report with projected revenue.
- **Create Billing Term**: Create a new billing term under a contract defining invoicing schedule and amounts.
- **Create Category**: Create a new revenue category for classifying obligations.
- **Create Contract**: Create a new contract with customer association, name, dates, and optional external IDs.
- **Create Credit Memo**: Create a new credit memo for a customer.
- **Create Customer**: Create a new customer with name, billing contact, address, and optional settings.
- **Create Customer Address**: Add a new address to a customer, optionally setting it as default billing or shipping.
- **Create Customer Contacts**: Add one or more contacts to a customer.
- **Create Event**: Create a single usage event for billing purposes, tied to a customer and event type.
- **Create Event Type**: Create a new event type for usage-based billing.
- **Create Obligation**: Create a new obligation under a contract with service dates, category, billing schedule, and pricing.
- **Create Payment**: Record a payment against an invoice.
- **Create Sub-Customer**: Create a sub-customer under an existing parent customer.
- **Create Usage Commitments**: Create usage commitments for a customer or contract.
- **Delete Billing Term**: Delete a billing term from a contract.
- **Delete Billing Term Group**: Delete a billing term group from a contract.
- **Delete Category**: Delete a revenue category by ID.
- **Delete Customer**: Delete a customer by ID.
- **Delete Event**: Delete a single usage event by ID.
- **Delete Event Type**: Delete an event type by ID.
- **Delete Obligation**: Delete an obligation from a contract.
- **Download Contract File**: Download the document file associated with a contract.
- **Download Invoice PDF**: Download an invoice as a PDF document.
- **Execute Contract Actions**: Execute lifecycle actions on a contract such as marking as processed or deleted.
- **Execute Invoice Actions**: Execute lifecycle actions on an invoice such as sending, marking as pending/void/scheduled, or sending reminder emails.
- **Get Category**: Retrieve a single revenue category by ID.
- **Get Contract**: Retrieve a single contract by ID with full details.
- **Get Credit Memo**: Retrieve a single credit memo by ID.
- **Get Customer**: Retrieve a single customer by ID with all details including contacts, addresses, and external IDs.
- **Get Event Type**: Retrieve a single event type by ID.
- **Get Invoice**: Retrieve a single invoice by customer ID and invoice ID with full line item details.
- **Get Item**: Retrieve a single item by ID.
- **Get Job Status**: Check the status of an asynchronous job (e.g., invoice sending).
- **Get Merchant Info**: Retrieve information about the authenticated merchant account.
- **Get Obligation**: Retrieve a single obligation by contract ID and obligation ID.
- **Get Payment**: Retrieve a single payment by customer, invoice, and payment IDs.
- **List Billing Term Groups**: Retrieve a paginated list of billing term groups for a contract.
- **List Billing Terms**: Retrieve a paginated list of billing terms for a contract, optionally filtered by billing term group.
- **List Categories**: Retrieve a paginated list of revenue categories with optional filtering by name.
- **List Commitments**: Retrieve a paginated list of usage commitments with optional filtering by customer or contract.
- **List Contracts**: Retrieve a paginated list of contracts with optional filtering by name, status, customer, external IDs, or last updated date.
- **List Credit Memos**: Retrieve a paginated list of credit memos with optional filtering by customer, status, or issue date.
- **List Credit Memos by Invoice**: Retrieve credit memos associated with a specific invoice.
- **List Customer Contacts**: Retrieve a paginated list of contacts for a customer with optional filtering.
- **List Customers**: Retrieve a paginated list of customers with optional filtering by name, external IDs, or last updated date.
- **List Custom Fields**: Retrieve available custom field definitions for the merchant.
- **List Events**: Retrieve a paginated list of usage events with optional filtering by event type, customer, or date.
- **List Event Types**: Retrieve a paginated list of event types used for usage-based billing.
- **List Invoices**: Retrieve a paginated list of invoices with optional filtering by customer, status, date range, contract, and more.
- **List Items**: Retrieve a paginated list of items (products/services) with optional filtering by name or external ID.
- **List Obligations**: Retrieve a paginated list of obligations with optional filtering by contract, customer, or date range.
- **List Payments**: Retrieve a paginated list of payments with optional filtering by date, status, type, invoice, or customer.
- **List Performance Obligations**: Retrieve performance obligations with revenue data for a contract.
- **List Renewals**: Retrieve a paginated list of contract renewals with filtering by contract, type, status, or end date.
- **List Revenue**: Retrieve recognized revenue data with filtering by date range, customer, and currency (v3.1).
- **Update Billing Term**: Update an existing billing term for a contract.
- **Update Contract**: Update contract metadata like name or external IDs.
- **Update Customer Auto-Charge**: Update auto-charge settings for a customer.
- **Update Customer CC Fees Exemption**: Update credit card fees exemption settings for a customer.
- **Update Customer Contact**: Update a specific contact's details for a customer.
- **Update Customer Custom Fields**: Update custom field values for a customer (e.g., AE, CSM assignments).
- **Update Customer Name**: Update a customer's display name.
- **Update Invoice External IDs**: Update external ID mappings for an invoice (e.g., ERP invoice references).
- **Update Invoice Memo**: Update the memo text on an invoice.
- **Update Invoice PO Number**: Update the purchase order number on an invoice.
- **Update Obligation**: Update an existing obligation's service dates, billing schedule, or other fields.
- **Update Performance Obligation**: Update a single performance obligation for a contract.
- **Update Usage Commitment**: Update an existing usage commitment.
- **Upload Contract File**: Upload or replace the document file associated with a contract.
- **Upload Invoice Attachment**: Upload a file attachment to an invoice.
- **Upsert Customer External ID**: Create or update an external ID mapping for a customer (e.g., Salesforce, NetSuite, Stripe).
- **Upsert Custom Revenue**: Create or update custom recognized revenue entries for an obligation.

## Related prompts

- [Daily AR aging digest in Slack from Tabs](https://www.generalinput.com/prompts/daily-ar-aging-digest-in-slack-from-tabs.md)
- [Daily AI dunning emails for Tabs overdue invoices](https://www.generalinput.com/prompts/daily-ai-dunning-emails-for-tabs-overdue-invoices.md)
- [Sync Airtable usage rows into Tabs for billing](https://www.generalinput.com/prompts/sync-airtable-usage-rows-into-tabs-for-billing.md)
- [Route signed DocuSign contracts to HubSpot and Tabs](https://www.generalinput.com/prompts/route-signed-docusign-contracts-to-hubspot-and-tabs.md)

Connect Tabs in General Input: https://www.generalinput.com/apps/tabs