When can a customer add a tip?
A tip can be added only by the customer at the time of payment.
This option is available when the payment is made:
online;
using a payment terminal.
A tip cannot be added when you enter the customer’s credit card information yourself in Plannit.
How does the tip appear in Plannit?
When a customer adds a tip, it is displayed separately from the amount of the services and taxes on the invoice.
The tip payment is also separate from the payment associated with the services.
Therefore, the tip is not included in the Sales Report or the invoice’s Payment Report.
To make it easier to track and distribute tips to your employees, you can consult the Tips Report in Plannit.
What happens if you use an accounting integration?
The process varies slightly depending on your accounting software.
Avantage, Sage 50, and Acomba
When the transaction is transferred to your accounting system, the tip and its payment are not included in the accounting entry.
For example, for an invoice of $109.23 with a $15 tip, the customer pays a total of $124.23, but the $15 tip is not included in the entry transferred to the accounting software.
QuickBooks Online
Only the amount corresponding to the services and the payment associated with that portion of the invoice are recorded in QuickBooks Online.
The tip is not transferred to QuickBooks.
For example, for an invoice of $40.24 with a $10 tip, the customer pays a total of $50.24, but the $10 tip is not included in the entry transferred to the accounting software.
How do you refund an invoice that includes a tip?
When an invoice includes a tip, only the portion of the payment corresponding to the services can be refunded. The tip itself is non-refundable.
Before issuing the refund, you must first create a credit note for the invoice in question. See the article Issue a credit note on an invoice.
The credit note appears on the invoice as a negative item. However, the original tip and its payment remain displayed on the invoice..
Key takeaways
Tips are handled separately from the services invoiced in Plannit.
They are added directly by the customer at the time of payment, can be tracked using the Tips Report, and are not transferred with service transactions to the accounting integrations described above.
In the event of a refund, the amount associated with the services can be refunded after a credit note has been created, but the tip remains non-refundable.