Turn tips on or off for sales forms in QuickBooks Online

Learn how to add tips to your payment forms in QuickBooks Online.

With an active QuickBooks Payments subscription, your customers can add a tip when they pay an invoice, and you get an additional field to record tips on sales receipts. Your customers have the option to tip 5%, 10%, 15%, or a custom dollar amount.

Learn about:

• Turn tips on or off for all sales forms
• Manage tip settings from an invoice
• How customers see tips on their invoice
• Add tips to a sales receipt
• Change the default tips account

Turn tips on or off for all sales forms

When you turn on tips, it adds a Tips field to all your Invoice and Sales Receipt forms.

To turn tips on:

1. Select Settings ⚙, then Account and settings.
2. Select Sales.
3. In Sales form content, select Edit ✎.
4. Turn Tips (Gratuity) on.
5. In the Who's receiving these tips? window, select an option:
   • My Team: Select if you use tips to pay your employees or others. this creates a liabilities account for tips.
   • Just me: Select if you only pay tips to yourself. This creates an income account for tips.
6. Select Update.
7. Select Save, then Done.

When a payment with a tip is received, the amount updates with the Tip box below the Total. Payments will be in the full amount of the invoice + tip.

To turn tips off:

1. Select Settings ⚙, then Account and settings.
2. Select Sales.
3. In Sales form content, select Edit ✎.
4. Turn Tips (Gratuity) off.
5. Select Save, then Done.

Manage tip settings from an invoice

You can manage tip settings right in an invoice. This is useful when you want to turn tips on or off for most sales, but do the opposite for specific customers.

Note: This option is only available in the new estimate and invoice layout. Find out which layout you’re using and if the new layout is available to you.

1. Select + New.
2. Select Invoice.
3. Select ⚙ Manage, then select Payment methods.
4. Switch Accept tips on or off for this invoice only.
5. You can also turn tips on or off for all future invoices. Under Accept tips, select Manage settings. Decide Who gets tipped, turn tips on or off, then select Save.
   

How customers see tips on their invoice

When you email customers an invoice with tips turned on, they’ll see tip options as they enter their payment method.

Customers may select to tip 5%, 10%, 15%, a custom dollar amount, or none.

Add tips to a sales receipt

Here’s how to record a sales receipt for a customer who adds a tip to their payment:

1. Select + New.
2. Select Sales Receipt.
3. Enter the tip value. Note: Tips can be found by the totals/subtotals and aren’t affected by tax or discounts.

Change the default tips account

1. Select Settings ⚙, then Account and settings.
2. Select the Advanced tab.
3. In Chart of accounts, select Edit ✎.
4. Select the account you want for the Tips account.

Note: Tips show on Recurring Invoices with the setting on, but won't show on the Recurring Invoice template. If you choose to set up Autopay, you won't be able to add tips to Recurring invoices.

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