Table of Contents
Doc Summary
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
