Question

When will the tipping / gratuity option be available on emailed invoices?

Forum|Forum|6 years ago
April 16, 2020
39 replies
166 views

No text available

QuickBooks Online

Level 8

I'm here to share some information about adding a tip, crystalricotta.

Currently, QBO doesn't have the option to let a customer add a gratuity/tip when paying an invoice. However, I have two workarounds that you may consider.

The first option is we can add a separate service item for tips on the invoice. Here's how:

Click the + New button, and then select Invoice.
Select a customer.
Enter the necessary information.
Under Product/Service, select +Add new.
Select Service.
Name the service as Tip, and then select Undistributed Tips under the Income account.
Click Save and close.
Once done, select Tip and enter the Amount.
Hit Save and send.

The other way is to turn on the Tip (Gratuity) option. Just a heads up, this feature is available in sales receipts.

To turn on this feature, here's how:

From the Gear icon, select Account and Settings.
Select Sales.
Go to the Sales form content section.
Tick Tips (Gratuity) box.
Click Save, then Done.

You can bookmark this articles on how to add tips to sales receipt: Add tips to sales receipts.

There you have it, crystalricotta. Feel free to tag my name in your Reply if there's anything that I can help. Stay safe!

K

kmckonalicious

This is still causing us, as the service provider, to request the desired tip amount from our client. This is both presumptive and rude. Since Quickbooks Go Payment on my mobile device has a screen that allows tips to be added, certainly it is possible to add this feature on the emailed invoice portion.

I keep getting emails saying that this should answer/solve my issue. It absolutely does not! Asking the client how much they would like to tip is tactless.

Please add the feature to a screen or a portion of the emailed invoices just as it is in Go Payment screens. I'll be happy to quit posting about this when the full features are added. I have yet to be given a reason why this feature cannot be added. If there is a logistical reason it cannot be added I would love to be made aware.

Kim Manthey

C

crystalricottaAuthor

Curious how long you've been reaching out to intuit QB to solve your TIP/GRATUITY need as a feature on email invoices that you pay online? My partner has a rental software company in the ski industry and they deal with custom requests often to solve their clients' need. Familiar with how this process works – wondering why they're ignoring this request.

J

johntarantino1

Please add a tipping function to Quickbooks Invoices! This is so basic of a request.

R

RCV

QuickBooks Team

We recognize each company has unique needs, johntarantino1.

I can see how beneficial it is to your business to add a tipping function to invoices. I'll personally share your feedback with our engineers regarding this one. You can also submit a product suggestion in QuickBooks Online (QBO). Let me show you how:

Go to the Gear icon at the top.
Choose Feedback.
Enter your comments or product suggestions then select Next.
You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
From the drop-down, choose the appropriate category, then select Send message.

Then, you can track feature requests through the QuickBooks Online Feature Requests website.

In the meantime, please follow the workaround provided by Adrian_A above by adding a separate service item for tips on the invoice. You can also add tips to sales receipts in QBO. Feel free to visit our Sales and customers page for more insights about managing your customer transactions.

I'm just one click away if you need a hand with running your financial reports or any QBO related. I'm always here to ensure your success. You have a good one.

E

Eli Graber

This is not a work around. I reject your false reality.

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crystalricottaAuthor

A programmer from QB called me a week ago and declared "They have made the tipping / gratuity feature an option for desktop invoices. " Hooray. I was away from my desktop at the time, and he said to call back and someone could explain this to me.

C

crystalricottaAuthor

A QB Developer called me via phone last Friday, October 16, 2020 and declared that they finally adjusted the software to add the "tip / gratuity feature" to email invoices. He said to call back and someone could explain the steps to me. I was so excited. I have been posting this request to the QB community with others for years.

Today I decided to call the programmer back and eded up spending 2+ hours ( 3:48 -6 pm) talking with 3 phone reps, messaging with 8 different QB help experts, setting up one help developer intuit account, only to have accomplished nothing. Nobody knows anything. They can't tell me who called me with this important information I have been requesting for three years ? Nobody knows they made this adjustment. Quickbooks is paying a lot of people to not do their jobs. They have added the feature for us to discount our invoices, but lag after the QB community begs to have the "tip / gratuity" feature added to the email invoices.

katherinejoyceO

Level 9

Thanks for updating us here in the Community, @crystalricotta. I understand the need to have the Tip/Gratuity feature on the email invoices added in QuickBooks.

Additionally, our developers don't personally call to inform our QuickBooks users about any added features.

Additionally, our developers don't call QuickBooks users personally to inform about any added features.

For future reference, I'd suggest you visit our QuickBooks blog site. It's where our developers post important announcements and product updates.

For now, you'll want to follow the workaround shared by my peer Adrian_A on adding a separate service item for tips on the invoice.

I'm always here in the Community should you have any more help or if you have additional concerns. Take care.

C

crystalricottaAuthor

Hello katherinejoyceO,

I do appreciate your efforts at gaslighting me, but the truth is I received a phone call from a man, with an Indian accent, who was very nice, and said he was working on the "tip/gratuity feature for email invoices" at Quickbooks. He knew of my previous posts and requests in the QB Community pages. I was driving, so I told him I would call back.

N

NelH

All,

I am new to QuickBooks with a new business that relies on tips. I agree this feature would be GREAT to have but in the meantime I have the following workaround:

I added the following sentence in the Email the goes out with the invoice: ..." Thanks so much for your business and a gratuity for excellent service is always appreciated. To add a gratuity just click on the little pencil next to the Payment Amount when you pay online and fill in the total amount."

This seems to work to enable the customers to tip. How you record that overpayment as a tip is a bit more tricky but possible if you do it manually.

M

Microgreens SF

I also agree and have tried to contact QB Online about this with no luck. Can’t they be more in touch with their costumers? Businesses like Shopify can do this why can’t QB have better customer service? —When will the tipping / gratuity option be available on emailed invoices?—

R

RCV

QuickBooks Team

This is not the impression we want you to experience when using QuickBooks Online (QBO), Microgreens SF.

I appreciate the time and effort you've spent trying to contact our support agents. I'll personally share your feedback with our Customer Support Team regarding this one. We'll be able to take action on improving our customer service. You may contact us by sending a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available during our support hours from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST.

For now, we are unable to give a specific time frame on when the tipping/gratuity option will be available on emailed invoices. In the meantime, please follow the workaround provided by Adrian_A above by adding a separate service item for tips on the invoice or add tips to sales receipts in QBO. Feel free to visit our Sales and customers page for more insights about managing your customer transactions.

You can visit these blogs for any upcoming QuickBooks updates and enhancements:

The Community will always have your back if you need a hand with running your financial reports or any QBO related. Assistance is just one post away. Take care always.

R

RHJ

I don't understand. Everyone keeps saying we should use Adrian A's solution of creating a Service Item. That does not work! In order to add a gratuity that way, the amount of the tip would have to be predetermined by me. Tips don't work that way. I don't tell the client what to tip! Plus the amount needs to be able to vary from invoice to invoice. I work with a caterer. Most customers base the tip on the total bill. Even if I wanted to, I can't create a Service Item with a specific amount. Is it reasonable to expect to pay the same tip amount on a $16 invoice as a $160 invoice? No. I just don't want the powers that be at QBO to think there is a workaround when there isn't.

G

Gingerly Baked

I 100% agree! This is incredibly frustrating especially with COVID! My clients are constantly telling me the cannot figure out how to add a tip. I do not want to assume they will tip me or put a predetermined amount there for them. I feel like I am missing out on income without this feature on emailed invoices. I am currently looking at other options. Unfortunately, QuickBooks is not meeting my needs.

P

PlanMan

I'm new to Quickbooks Online and am quite surprised to learn that this feature still hasn't been implemented in spite of the obvious need for anyone who accepts tips via email invoice. Please implement this ASAP. It seems like such a basic and widespread necessity.

A

AileneA

Moderator

This is not the impression we want you to experience in QuickBooks, PlanMan. However, our developer team is working hard to ensure the needs and best interest of our customers.

In the meantime, you can follow my colleague Adrian_A workaround above to add tips/gratuity when paying invoices.

Additionally, you can visit the QuickBooks Blog site, from time to time to see new updates. From there, you can see the future developments and the latest news about QuickBooks and what our Product Care Team is working on.

You can always count on me if you need anything else in QuickBooks. Wishing you and your business continued success. Stay safe!

P

PlanMan

AileneA, your anwser sounds like a bot. The Adrian_A "workaround" shouldn't be perpetuated any longer. The users have spoken.

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KevWorks99

Hey QuickBooks EMPLOYEES please just STOP with this "workaround" nonsense and instead simply acknowledge that this feature isn't available and that this is simply NOT a priority. The fact that this SIMPLE feature that your users have been begging for FOR YEARS is still COMPLETELY MISSING is a SERIOUS DEFECT of the QB Online platform.

L

lilysitspretty

As soon as Quickbooks makes it possible for customers to choose their own tip amounts when they pay an invoice sent to them via email, I will begin using the service. In the meantime, I will continue using PayPal, which makes this very easy for customers to do -- and PayPal will continue to receive the cut of each sale that Quickbooks could be receiving.

K

KevWorks99

I'm a black car driver and am now using Square instead of QuickBooks to e-mail a client an invoice that also doubles as their booking confirmation. Unlike QuickBooks invoicing, when a client decides to pay the invoice online ahead of their pick up, with Square invoicing, a client can enter any dollar amount they choose in order to prepay a tip. Otherwise, when I use the Square reader to take a credit card payment for a previously e-mailed invoice either when I pick them up or drop them off, the client can tap a 15%, 20% or 25% tip button <or> enter any dollar amount they choose for the tip.

Although the Square Bluetooth reader works much better than the QuickBooks Bluetooth reader, the downside to this Square workaround is that unlike QuickBooks, I can't modify a Square invoice once it's been sent. I discovered this after a client prepaid a Square invoice and forgot to enter a tip amount. With QuickBooks, I could have just added another line with the specific tip amount to the already paid invoice and either resend it so she can pay online <or> take her credit card payment to collect that remaining unpaid balance when I pick her up.

She also needed to change the date of her return trip by one day - I booked both her ride to and from the airport on a single single invoice - so the only way for her final receipt to show the correct dates of service would be to refund her initial invoice and generate a new invoice so that her receipt looks neat and tidy for expense reporting purposes.

From searching PayPal's user forums, it appears that PayPal invoicing has the same limitation as Square in that I couldn't modify a PalPal invoice once it's been e-mailed or paid.

QuickBooks: No tipping option for e-mailed invoices whether paid online or at POS, but I can modify an invoice after it's been sent or paid.

Square: Tipping option for e-mailed invoices whether paid online or at POS, and UPDATE: a Square invoice can now be modified after it is sent (but not after it's been paid).

Nothing is easy.

C

candlestick courier

Has this been figured out yet? I recently signed up with quickbooks to manage a courier service and we often get one-job clients who would like to tip us but with a card or online. Two years and it appears invoices still don't have an option for tipping except if you input it yourself... I don't understand how quickbooks can accept card payment from their own customers but can't upload tips from ours? Please let me know if anything has been done Quickbooks as I am not seeing the option on the invoices... thanks.

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