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Established Member

How do I add an option on my invoices for a customer to add a post tax tip/gratuity?

 
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Best answer 06-23-2019

Accepted Solutions
QuickBooks Team

Re: How do I add an option on my invoices for a customer to add a post tax tip/gratuity?

Hi there, jpehrson.

 

It's nice to have you here in the Community. I can share some insights on adding tips in QuickBooks Online (QBO).

 

Adding tips to invoices is currently unavailable in QuickBooks Online (QBO). The option to add tips is commonly done in Sales Receipts. However, we can record a tip as an overpayment to your invoices. First, we'll have to receive a payment from your invoice. 

 

Let me guide you through the whole process of doing this:

  1. Locate the invoice and click Receive payment button.
  2. Enter the necessary information and choose Undeposited Funds as your Deposit to account.
  3. Enter the amount and click Save and close.

Once done, we can create a Bank Deposit and apply the tip from the ACCOUNT field. 

 

Here's how:

  1. Click the Plus icon.
  2. Select Bank Deposit.
  3. Enter the bank account in the Account field.
  4. Enter the deposit date and go to the Select the payments included in this deposit section.
  5. Select the invoice payment.
  6. From the Add funds to this deposit section, enter the customer name in the RECEIVED FROM column.
  7. Enter the tip account in the ACCOUNT field and the tip amount in the AMOUNT field.
  8. Click Save and close.

TIPS.PNG

As an additional resource, you may find this article about sharing tips with your team handy for future reference.

 

There you go. Stay in touch with me if you have other questions. I'll be around in the Community to further assist.

11 Comments
QuickBooks Team

Re: How do I add an option on my invoices for a customer to add a post tax tip/gratuity?

Hi there, jpehrson.

 

It's nice to have you here in the Community. I can share some insights on adding tips in QuickBooks Online (QBO).

 

Adding tips to invoices is currently unavailable in QuickBooks Online (QBO). The option to add tips is commonly done in Sales Receipts. However, we can record a tip as an overpayment to your invoices. First, we'll have to receive a payment from your invoice. 

 

Let me guide you through the whole process of doing this:

  1. Locate the invoice and click Receive payment button.
  2. Enter the necessary information and choose Undeposited Funds as your Deposit to account.
  3. Enter the amount and click Save and close.

Once done, we can create a Bank Deposit and apply the tip from the ACCOUNT field. 

 

Here's how:

  1. Click the Plus icon.
  2. Select Bank Deposit.
  3. Enter the bank account in the Account field.
  4. Enter the deposit date and go to the Select the payments included in this deposit section.
  5. Select the invoice payment.
  6. From the Add funds to this deposit section, enter the customer name in the RECEIVED FROM column.
  7. Enter the tip account in the ACCOUNT field and the tip amount in the AMOUNT field.
  8. Click Save and close.

TIPS.PNG

As an additional resource, you may find this article about sharing tips with your team handy for future reference.

 

There you go. Stay in touch with me if you have other questions. I'll be around in the Community to further assist.

Active Member

Re: How do I add an option on my invoices for a customer to add a post tax tip/gratuity?

Is this something that they could add? 

 

A tip button for the customers to add a custom amount when paying an invoice. 

 

If my customer has a $300 invoice but then there's a blank line for a tip- and they can 

add an amount of their choosing. It seems with all of the things quickbooks has we should have this feature. 

 

THANK YOU 

QuickBooks Team

Re: How do I add an option on my invoices for a customer to add a post tax tip/gratuity?

I appreciate you for sharing your suggestion here in the QuickBooks Community, @SKPhoto.

 

I understand that adding tips to invoices would be beneficial to your business. Finding new ways to adapt to our customers’ needs is how QuickBooks gets even better. I'll make sure to take note of your request and will update you once we receive product enhancement update about the availability of this feature. 

 

Since this option isn't available as of the moment, you may want to consider the workaround provided by my colleague @Charies_M

 

Also, you can visit our QuickBooks Online Blog regularly. This way you'll be updated with the latest news and updates including product improvements. 

 

Please know that you're always welcome to post if you have any other concerns. Have a good day ahead. 

Experienced Member

I totally agree. You would think with all the options that quickbooks offers, that something as simple as adding a tip to your invoice would be there. I switiched processing invoices using another application to quick books. The reason being quick books pays out quicker. However the other application gives the ability to add 5%, 10% 15% or custom gratuity to its invoices. Because of that alone I'm switching back because my employees are missing out on money. Better to wait a few extra days than to not receive it at all


@SKPhoto wrote:

Is this something that they could add? 

 

A tip button for the customers to add a custom amount when paying an invoice. 

 

If my customer has a $300 invoice but then there's a blank line for a tip- and they can 

add an amount of their choosing. It seems with all of the things quickbooks has we should have this feature. 

 

THANK YOU 




@SKPhoto wrote:

Is this something that they could add? 

 

A tip button for the customers to add a custom amount when paying an invoice. 

 

If my customer has a $300 invoice but then there's a blank line for a tip- and they can 

add an amount of their choosing. It seems with all of the things quickbooks has we should have this feature. 

 

THANK YOU 


 

QuickBooks Team

Re: I totally agree. You would think with all the options that quickbooks offers, that something ...

I appreciate the thoughts you've shared about adding tips to invoices, @jmccollum113.

 

I can see how useful to have the ability to add tips or gratuity to invoices in QuickBooks Online. However, the only option we have right now is to record the tip as an overpayment to your invoices as mentioned by my colleague Charies_M.

 

Also, I want to let you know that your voice matters and I'm submitting feedback on your behalf. For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.  

 

You can always get back into this post if you have more questions. I'll keep an eye out on your response.

Active Member

Re: I totally agree. You would think with all the options that quickbooks offers, that something as simple as adding a tip to your invoice would be there. I switiched processing invoices using another application to quick books. The reason being quick books pays out quicker. However the other application gives the ability to add 5%, 10% 15% or custom gratuity to its invoices. Because of that alone I'm switching back because my employees are missing out on money. Better to wait a few extra days than to not receive it at all

Yes! I am still shocked this isn't already available. Quickbooks can you please add this Tip option very soon? Do you have an ETA on when it will be added? Other invoice online programs offer this, but I prefer to go through Quickbooks which I already use for my accounting. It's a huge benefit to businesses, making it easier for customers to tip while making their final payment. I would greatly appreciate this! Let's make it easier for us all!
QuickBooks Team

Re: I totally agree. You would think with all the options that quickbooks offers, that something ...

Hello there, flowergal.

 

I see your point here and I appreciate you for sharing your preference on adding tips to invoices in QuickBooks Online (QBO). I'd be more than happy to personally bring this request to our developers. It's our hope to cope up with our customer's needs and we're always working to make QuickBooks better.

 

For now, we don't have a specific turnaround time as to when will this option be available. However, you can check regularly for product updates and feature enhancement by visiting our QuickBooks Online Blog.

 

Also, once we receive some progress or enhancement about this feature, I'll make sure to inform you by updating this thread. I'm also looking forward of  having this option soon.

 

Please don't hesitate to notify me if you need further assistance. I'm here to lend you a hand anytime.

Established Member

Re: How do I add an option on my invoices for a customer to add a post tax tip/gratuity?

The customer paid online and QB does not allow me to change the deposit (payment) amount to allow me to categorize the payment between the invoice amount and tip amount.  Any other suggestion?

Highlighted
QuickBooks Team

Re: How do I add an option on my invoices for a customer to add a post tax tip/gratuity?

Thank you for jumping in, pbb2. I got a solution for your scenario.

 

Using Find Match option, you can match the downloaded payment to the invoice. At the same time, you’ll add another transaction for the tip. This will allow you categorize them separately.

 

 

I made a sample for you. I matched a $506 deposit to a $500 invoice with another entry for a $6 tip.

 

 

If there are other online banking scenarios that you need help with, feel free to always reach out to us here. Have a good day!

Established Member

Re: How do I add an option on my invoices for a customer to add a post tax tip/gratuity?

Thank you for the idea.  I will certainly give it a try!!

Experienced Member

Re: How do I add an option on my invoices for a customer to add a post tax tip/gratuity?

Hello JessT. Thank you for this information but I don't think it applies to the question at hand. As with receipts, we would like the ability to give the customer the option to add a tip with invoices also. I've tried making a note on the invoice that customers can add a tip by adding it to the total amount due but this is not working. Our tips have gone down substantially since switching over to quick books invoicing.