How to Configure and Accept Tips on Invoices

There is now an option for users to configure and accept tips on invoices that are being sent out from the system by business users from within the system.

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 Revenue > Click on Settings.

  • Enable and save.

  • Go to Invoices Tab, click on "+New", select New Invoice / create New Recurring Invoice.

  • Click on Three dots at the top > Manage Tips

  • Choose the percentage options you want.


Why this Feature

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


What Next

  • CSV view on tip amount in transactions

  • Option to tag a tip to a certain user

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