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How to Turn on Online Payment Tip Prompt

**Note: This feature is only applicable to customers who are integrated with our payment processors that allow online payments. For more information on this, please email support.

 

“Settings” > “General Settings” > ”Accept online tips from customers” > “Yes”

Then select how you would like this tip recorded with the “Record online payment tips as” Drop-Down.

If you need to add an option to this list, go to “Settings” > “Pricing” > “Custom Charge Categories”.\

 

 

How to Turn on Online Payment Tip Prompt

How a Customer Can Tip

When they make a payment from the customer portal, the payment pop-up will now have an option for the client to leave a tip. They can choose a percentage or type in a custom amount.

 

How a Customer Can Tip

How a Customer Can Tip

How Tips are Recorded

Tip payments will be recorded on the invoice and in the Custom Adjustments Report.

Invoice:

How Tips are Recorded

 

Custom Adjustments Report.

How Tips are Recorded