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chefcmac-me-com
Level 1

Quickbooks self employed customer who just started using invoicing feature for clients. How do I add an option for grautity?

 
5 Comments 5
ShyMae
QuickBooks Team

Quickbooks self employed customer who just started using invoicing feature for clients. How do I add an option for grautity?

Warm greetings, chefc. I see the benefits of having the ability to include a gratuity as an option in your invoices. 

 

Please know that there's no direct way to add an option for gratuity in your invoices in QuickBooks Self-Employed.

 

Alternatively, you can record or add the gratuity as a product or service line item in an invoice. 

 

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

 

  1. Hover to the Invoices menu.
  2. Locate the invoice and click Edit.
  3. Click Add another product or service dropdown. 
  4. To add the gratuity on the next line item, select Add new.
  5. Enter the desired name, for example, Tip or Gratuity. Choose Flat rate for the Amount type.
  6. Enter the gratuity amount, then Save the transaction.

 

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

 

  1. Hover to the Invoices menu and click Create invoice.
  2. Select Add new for a new customer or locate the customer name from the dropdown list for an existing customer.
  3. Click Add product or service and tap the dropdown. 
  4. To add the Tip on the next line item, select Add new.
  5. Enter the desired name, for example, Tip or Gratuity. Choose Flat rate for the Amount type. 
  6. Enter the amount, then click Save.

 

I've added screenshots for visual reference.
 

 



Refer to this article for more detailed guidance on managing invoices: Create invoices in QuickBooks Self-Employed

 

For future reference, I'll be adding some articles as guidance on how to manage your transactions in QuickBooks Self-Employed:

 

 

I'm always here to help you add gratuity to your invoices. Kindly tap the reply button and type in your response if you need further clarification regarding this matter. Best wishes! 

chefcmac-me-com
Level 1

Quickbooks self employed customer who just started using invoicing feature for clients. How do I add an option for grautity?

Thank you, ShyMae. We are aware of being able to add a gratuity on our end but, since we don't know up front what customers want to gratuitize, it's not so helpful. 

 

Perhaps you can get a request to the back end team to add a gratuity add on option on the customer facing side of invoices. Would be super helpful.

chefcmac-me-com
Level 1

Quickbooks self employed customer who just started using invoicing feature for clients. How do I add an option for grautity?

Thank you, ShyMae. We are aware of being able to add a gratuity on our end but, since we don't know up front what customers want to gratuitize, it's not so helpful. 

 

Perhaps you can get a request to the back end team to add a gratuity add on option on the customer facing side of invoices. Would be super helpful.

IrizA
QuickBooks Team

Quickbooks self employed customer who just started using invoicing feature for clients. How do I add an option for grautity?

Thanks for getting back to this thread, chefcmac

 

I understand the importance and the efficiency of directly accessing the gratuity. However, direct access or direct use of gratuity is currently unavailable in QuickBooks Self-Employed. As a result, I recommend sending your feedback to QuickBooks so that our developer may analyze and include your suggestions in future releases. We appreciate your understanding and thank you for helping us improve our services.

 

Here:

 

  1. Go to the Assistant icon located at the top right corner. 
  2. If there's a QR code, follow the instructions provided.
  3. In the chat box, type Send feedback.
  4. Select Add a feature.
  5. Type the topic of your concern. 
  6. Send the your message, then hit Yes.

 

You can also generate a report or download your transaction history for future reference: Export transactions and get reports in QuickBooks Self-Employed.

 

We're here to help you with any further concerns you may have regarding gratuity or managing your invoices. Please feel free to return to this thread anytime, and we'll do our best to assist you.

chefcmac-me-com
Level 1

Quickbooks self employed customer who just started using invoicing feature for clients. How do I add an option for grautity?

This is where you suggested I go and this is what it says. What a mess...

 

 

 

We're currently working on this experience and will get it fixed as soon as we can. In the meantime, you can use the QBSE mobile app to view the Digital Assistant experience.
Apologies for the inconvenience.

 

"Get the free QuickBooks mobile app."
Point your device’s camera at the code and a link will pop up.
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