Overview
Businesses can now offer customers the option to include a tip during the payment process. This feature is highly customizable and can be toggled on or off via the global settings.
Reporting Notice: When tipping is enabled, all tips are collected directly by your payment processor. Currently, there is no internal reporting within the software for collected tips; you must reference your payment processor’s dashboard (e.g., Fiserv or PayPal) for tip totals.
Configuration & Setup
Enabling Tips Globally
To allow customers to tip, you must first enable the feature on the Main Settings page:
Navigate to Global Settings > Credit Card Processing.
Locate the toggle for Allow tips to be included on payments.
Once toggled on, a tipping option will appear across all payment pages (Invoices, Customer Portal, Estimates, etc.).
How Customers Tip
Once enabled, a new field labeled "Tip (optional)" will appear on all payment screens.
Flexibility: Customers are not limited to percentages; they can enter any custom dollar amount they wish to provide.
Availability: This field is present anywhere a customer can make a payment, including:
Digital Invoices
The Customer Portal
Payments when accepting Interactive Estimates
Invoices
Tips will show in the payment section at the bottom of invoices.
Removing a tip from an Invoice
A tip can be removed from an invoice by clicking on the scissors icon to the right of Recorded Payments.
Tracking Tips via the Payment Log Report
To reconcile your daily, weekly, or monthly financial records, you can track all collected customer tips using the Payment Log report. This report provides a detailed breakdown of transaction types, processing fees, and tip allocations.
How to Access Tip Data in the Payment Log
- Navigate to the Reports tab in your main menu.
- Select the Payment Log report from the list.
- Use the date filters to select your desired reporting period (e.g., This Week, Last Month, or a custom range).
- Click Search to run the report with your filter criteria.
Understanding the Tip Data Columns
When reviewing the Payment Log for tip allocations, pay close attention to the following key columns:
- Tip Amount: This column displays the specific dollar amount added by the customer as a gratuity. If no tip was given, it will display
$0.00. - Value: This reflects the total amount of the Invoice.
Note: Click the Tip column header to quickly sort the list and bring all tip entries to the top.
Pro-Tip for Accountants
You can export the filtered Payment Log report to a CSV or Excel spreadsheet. Once exported, you can quickly use the SUM function on the Tip Amount column to calculate your total tip liabilities for payroll processing.
FAQ
Can I set suggested tip amounts (e.g., 15%, 20%)? Currently, the system provides an open field for the customer to enter a custom amount, allowing them total flexibility.
Will tips show up on my end-of-month revenue reports? Because tips are handled directly by the processor and are not considered service revenue within the platform, they will not appear in your standard software reports. Please consult your merchant processor for tip-specific reporting.