Invoices: Introducing Tips

Overview

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 invoices 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, documents & contracts, etc
  • Users have the ability to configure tips on the 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 the 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 start sending and accepting tips

Why this feature

  • Enables services businesses to collect tips on top of their invoice amounts and disburse them 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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