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Turn tips on or off for sales forms in QuickBooks Online

by Intuit40 Updated 2 months ago

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

With QuickBooks Payments, your customers can add a tip when they pay an invoice. You’ll also have an extra field to track tips on sales receipts. Your customers have the option to tip 5%, 10%, 15%, or a custom dollar amount.

Learn how to:

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

To turn tips on:

  1. Go to Settings Settings gear icon. and select Account and settings.
  2. Select Sales.
  3. Select Edit in Sales form content.
  4. Turn Accept tips on.
  5. In Who's receiving these tips?, 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. Go to Settings Settings gear icon. and select Account and settings.
  2. Select Sales.
  3. In Sales form content, select Edit .
  4. Turn Accept tips off.
  5. Select Save, then Done.

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.
    Manage tip settings window of an invoice in QuickBooks Online.

When you email customers an invoice with tips turned on, they’ll see tip options as they enter their payment method.
Customer view of an invoice email sent by QuickBooks Online merchant.

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

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.
  1. Go to Settings Settings gear icon. and select 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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