How to Use It
Step-by-Step Guide
Enable Tips in Settings:
Navigate to the invoice section within the payments tab.
Click on Settings.
Select Invoice Tips.
Enable the feature and save the settings.
Create a New Invoice:
Go to the Invoices tab.
Click on Create New Invoice or Create New Recurring Invoice.
Configure Tips for an Invoice:
Click on the three dots at the top of the invoice page.
Select Manage Tips.
Choose the desired percentage options for tips or allow customers to enter a custom amount.
Save the settings and start sending and accepting tips.
Note: To ensure smooth operation and customer satisfaction, it is advisable to configure the tips settings appropriately before sending out invoices. This feature is versatile and can be adjusted according to your business needs.Key Features and Benefits
Key Features
Accept Tips on Invoices: Business users can now configure and accept tips on any invoice issued from the system.
Flexible Tip Amounts: End users can choose to tip a percentage of the total amount or enter a custom tip amount.
Comprehensive Coverage: This feature is available for all types of invoices, including one-time, recurring, workflow-generated, documents, and contracts.
Configurable Settings: Tips can be configured globally or on a per-invoice basis.
Refund Capability: Users have the option to refund the entire invoice amount, including tips.
Benefits
Enhanced Revenue: Enables service businesses to collect additional revenue through tips.
Employee Motivation: Provides an incentive for top performers by allowing customers to reward them directly.
Flexibility for Customers: Offers customers the convenience of tipping according to their preference.
Pro Tips
Custom Tip Percentages: While standard percentages (like 10%, 15%, 20%) are common, offering a custom tip amount option can accommodate all customer preferences.
Communication: Clearly inform your customers about the tipping options available on the invoice to encourage tipping.
Testing: Before rolling out this feature widely, test it with a few invoices to ensure everything is working as expected.
FAQ
Can I disable tips for specific invoices?
Yes, tips can be configured at the global level or per invoice, giving you the flexibility to disable them for certain invoices if needed.
How are refunds handled?
You have the ability to refund the entire invoice amount, including any tips received. This can be managed through the invoice settings.
Are there any limitations on the tip percentage?
The system allows you to configure standard tip percentages and also provides an option for customers to enter a custom tip amount.
What types of invoices support this feature?
This feature is available for one-time invoices, recurring invoices, invoices generated from workflows, and those attached to documents and contracts.