📝 Overview
Once an invoice has been paid, gratuity can be added in one of two ways. Staff can print a receipt that includes a gratuity line and a signature line for the customer to complete, or they can skip the printed receipt and enter the tip amount directly on the invoice page using the Add Gratuity field.
⚠️ Important Note: The gratuity feature on invoices is only available for organizations using CardConnect as their payment processor. If your organization uses Stripe, this option will not function and an error message will appear if gratuity is attempted on an invoice.
🛠️ Setup
Click the arrow to learn how to set up gratuity
Click the arrow to learn how to set up gratuity
Before gratuity can be accepted on invoices, a gratuity product must be created and assigned in your location settings.
Create a new product to use for gratuity. The price does not need to be set, as the customer will enter the tip amount themselves. This product will appear on the customer's invoice and is used for reporting purposes.
Go to Company Settings, select Location, and add your new gratuity product to the Gratuity Product field.
🖨️ Printing an Invoice with a Gratuity Line
Click the arrow to learn how to print an invoice with a gratuity line
Click the arrow to learn how to print an invoice with a gratuity line
This step is optional. If you prefer, you can skip printing and simply ask the customer if they would like to add a tip, then enter the amount directly on the invoice.
If you would like the customer to sign and write in their tip amount, navigate back to their invoice after payment. Under the Print section on the right side of the invoice, select Invoice with Gratuity. This will generate a printable invoice that includes a gratuity line and a signature line for the customer to complete.
💰 Entering the Gratuity Amount
Click the arrow to learn how to enter a gratuity amount
Click the arrow to learn how to enter a gratuity amount
After the customer has provided their tip amount, either from the printed invoice or verbally, return to the invoice to record the gratuity.
On the right side of the invoice, locate the Add Gratuity section.
Enter the tip amount in the field provided.
If applicable, select the payment method for the gratuity using the dropdown. The options available will depend on how the original invoice was paid.
Select Add Gratuity.
The payment method available for the gratuity will depend on how the original invoice was paid:
Cash or check payment - Gratuity will be recorded as a cash payment. No additional selection is needed.
Credit card payment - A dropdown will appear allowing staff to choose whether the gratuity is collected as cash or charged to the same credit card used for the original payment.
✍️ Note: Once the gratuity has been processed, the invoice will automatically update to reflect the new amount and payment.
📊 Reporting
The following are a few examples of reports that can be used to track gratuity.
📋 Product Sales Report
Click the arrow to learn about the Product Sales report
Click the arrow to learn about the Product Sales report
Run the Product Sales report and filter by your gratuity product. The report displays the invoice number, date, customer, employee, and amount. The employee listed is the staff member who processed the transaction. If you need to identify which employee earned the tip, you may need to open the individual invoice for more detail.
📈 Cash Basis & Accrual GL Report
Click the arrow to learn about the Cash Basis & Accrual GL report
Click the arrow to learn about the Cash Basis & Accrual GL report
If a GL code has been assigned to your gratuity product, it will appear in the Cash Basis & Accrual GL report. To view gratuity broken down by product, enable the Show product detail option before running the report.
🗂️ General Ledger (GL) Report
Click the arrow to learn about the General Ledger report
Click the arrow to learn about the General Ledger report
Gratuity will also appear in the General Ledger (GL) report if a GL code has been assigned. To see the gratuity product listed individually, enable the Show Product Details option in the report's format options before running the report.
