How to Configure and Accept Tips on Invoices

Modified on Fri, 6 Sep at 1:18 PM



Business user's can now accept Tips on their Invoices from the customers

What’s New?

  • Business users now have the capability to configure and accept tips on invoice getting out from the system.

  • End users can pay in percentage on total amount ( configured by the business user) or choose a custom amount of their choice.

  • The scope of this feature covers all the invoices -One time invoices, recurring invoices, invoices from workflows, document & contracts, etc

  • User's have the ability to configure tips on global level as well as per invoice level

  • They also have the ability to refund the entire invoice amount including tips if they want to.

How to Use it?

  • Go to Settings within Invoices -> Click on Payments Settings - > Invoice Tips -> enable and save , voila !

  • Go to Invoices Tab ->

  • Click on create new invoice / create new recurring invoice

  • Click on Three dots at the top - > Manage Tips

  • Choose the percentage options you want -> Voila star sending and accepting tips

Why this feature

  • Enables services business to collect tips on top of their invoice amounts and disburse to their top performers

What next on tips?

  • CSV view on tip amount in transactions

  • Option to tag a tip to a certain user


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