Invoices: How to Add Tips

Invoices: How to Add Tips

In the service industry, tips are essential for acknowledging and rewarding outstanding performance. To support this, Advisor's Growth now allows businesses to accept tips directly through invoices. This guide offers a comprehensive overview of this feature, detailing its benefits and providing step-by-step instructions on how to implement it effectively.

How to Use It

Step-by-Step Guide

1. Enable Tips in Settings:

   • Go to the invoice section within the Payments tab.

   • Click on Settings.

   • Select Invoice Tips.

   • Enable the feature and save your settings.

2. Create a New Invoice:

   • Navigate to the Invoices tab.

   • Click on Create New Invoice or Create New Recurring Invoice.

3. Configure Tips for an Invoice:

   • Click on the three dots at the top of the invoice page.

   • Select Manage Tips.

   • Choose the desired percentage options for tips, or allow customers to enter a custom amount.

   • Save the settings and start sending invoices that accept tips.

Note

To ensure smooth operations and customer satisfaction, configure the tip settings appropriately before sending out invoices. This feature is highly flexible and can be tailored to fit your business needs.

Key Features and Benefits

Key Features

• Accept Tips on Invoices: Businesses can now set up and accept tips on any invoice issued from the system.

• Flexible Tip Amounts: Customers can choose to tip a percentage of the total amount or enter a custom tip amount.

• Comprehensive Coverage: Available for all invoice types, including one-time, recurring, workflow-generated, documents, and contracts.

• Configurable Settings: Tips can be configured globally or on an individual invoice basis.

• Refund Capability: Users can refund the entire invoice amount, including any tips received.

Benefits

• Enhanced Revenue: Enables service businesses to increase revenue by collecting tips.

• Employee Motivation: Provides an incentive for top performers by allowing customers to reward them directly.

• Flexibility for Customers: Offers customers the convenience of tipping according to their preference.

Pro Tips

• Custom Tip Percentages: While standard percentages (like 10%, 15%, 20%) are typical, offering a custom tip option can cater to all customer preferences.

• Communication: Clearly inform your customers about the tipping options available on the invoice to encourage tipping.

• Testing: Before widely implementing this feature, test it on a few invoices to ensure everything is functioning as expected.

FAQ

• Can I disable tips for specific invoices? Yes, tips can be configured at a global level or on a per-invoice basis, allowing you to disable them for certain invoices as needed.

• How are refunds handled? You can refund the entire invoice amount, including any tips received. This can be managed through the invoice settings.

• Are there any limitations on the tip percentage? The system allows you to set standard tip percentages and also gives customers the option to enter a custom tip amount.

• What types of invoices support this feature? This feature is available for one-time invoices, recurring invoices, invoices generated from workflows, and those attached to documents and contracts.