How To Add A Tip To Service

Clients are able to add tips easily, before or after visits have been completed, and before or after invoices have been paid. Whenever and however a tip is added or changed the system will reconcile the difference to make sure that the visit-level tips add up to the actual tip that was made. Here is how clients can make tips:

• By setting an Automatically Tip amount or percent in their profile, tips are automatically added to all newly added or requested visits
• Visit-level tips can be added to any visit which has not been invoiced (or is on an invoice which hasn't been paid) from the My Schedule page. Once a visit is Completed a "Tip" button appears on each visit - before that tips need to be added using the checkboxes and a bulk "Tip" action
• When paying an invoice clients can add or adjust the tip amount on the Payments page. Adding or changing the tip when a payment is made will automatically distribute that tip between visits on the invoice(s) being paid.
• If the client has no open invoices they can make a tip-only payment from the Payments page, which will then be distributed between visits on their last invoice
• Tips made when paying an invoice and tip-only payments are evenly split between all of the visits on the invoice(s) the tip is applied to

After you have paid a transaction – 

Go to Billing

Go to Invoice -  on the bottom of the invoice, there will be a tip area. It will get split between all visits on that invoice.

• If the client has no open invoices they can make a tip-only payment from the Payments page, which will then be distributed between visits on their last invoice