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userenjifer42
Level 1

Is there a way to add a tipping option to invoices on quickbooks self-employed?

 
4 Comments 4
MadelynC
Moderator

Is there a way to add a tipping option to invoices on quickbooks self-employed?

I’m here to share information with you, @userenjifer42.


Having a tipping option for an invoice transaction is a great way to easily tracks gratitude given by the customers. However, this feature is currently unavailable in QuickBooks Self Employed.


The Community recognizes feedback and product suggestions to make the program better. I can send this idea to our management team so our developers could take action to help improve your experience.


You can visit our Support page anytime if you need resources, recommendations, and video tutorials. This site not only provides depth insights about QuickBooks. It also enhances yourself to efficiently manage your business.


Don’t hesitate to add a comment below if you have any other questions or concerns with transactions. I’ll be here. Always take care and have a great day!

Test2Go
Level 6

Is there a way to add a tipping option to invoices on quickbooks self-employed?

@MadelynC , how do you record an invoice with a tip then?

Jovychris_A
Moderator

Is there a way to add a tipping option to invoices on quickbooks self-employed?

Thank you for joining the thread, @Test2Go. Allow me to share some details on how you can record an invoice with a tip.

 

Since we don't have the ability in QuickBooks Self-Employed to give customers the option to tip, you can record the gratuity as a product or service line item in an invoice.

 

If you already created the invoice and received the tip amount, you can edit the invoice and add the tip as a line item. Here's how:

 

  1. Go to the Invoices menu.
  2. Find the invoice in question and then click the Triangle button on the Action column.
  3. Choose Edit.
  4. In the Description section, choose the Add work.
  5. Click + Add new to enter Products or service Tip and then select Flat rate Amount type, hit Save.

     
  6. Enter tip amount.
  7. Then Save the transaction.

 

If you need to record a new invoice transaction with the tip and the product or service item, you can follow the steps below:

 

  1. Go to the Invoices menu.
  2. Click Create invoice.
  3. Select Add new for a new customer or locate the customer name from the dropdown list for an existing customer.
  4. Select Add work from the Description section.
  5. Choose the product and service item.
  6. To add the tip on the next line item, select Add work and then choose + Add new.
  7. Enter the desired name, for example, Tip. Choose Flat rate for the Amount type and then hit Save.
  8. Enter the tip amount.
  9. Once done, click Save.

 

That's how we can record invoices with tips in QBSE. See information to read more about adding products and services to an invoice: Create invoices in QuickBooks Self-Employed.

 

Once the invoice has been marked as Paid, and by chance, you received customer payments with your online banking connected in QBSE, head over to to the Transactions menu, then:

 

  1. Locate the payment and click the small black arrow to the right of the transaction to expand the options.
  2. Enter a note stating something like "This income was paid in association with invoice #143."
  3. Once finished, select Save.

 

With this, you can relate your income to the invoice. Feel free to comment here if you have additional questions about recording and matching transactions. I can help you anytime. Have a nice day ahead!

Test2Go
Level 6

Is there a way to add a tipping option to invoices on quickbooks self-employed?

@Jovychris_A , thank you.

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