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I can't begin to describe how frustrating this issue is for us. Our customers over pay us all the time because they're trying to provide us with a tip. In our QBO account it really messes things up and causes extra labor when looking to match up payments. I really do wish there was a better option out there than QBO because I'd jump ship in a heartbeat. This is one of those logical things that should be part of the setup.
In my opinion, if a client attempts to overpay they should be provided with a prompt that asks them to confirm the amount and verify if the over payment is intended to be applied as a tip. If they confirm that the extra payment amount is a tip then the invoice should automatically be updated.
I can't begin to describe how frustrating this issue is for us. Our customers over pay us all the time because they're trying to provide us with a tip. In our QBO account it really messes things up and causes extra labor when looking to match up payments. I really do wish there was a better option out there than QBO because I'd jump ship in a heartbeat. This is one of those logical things that should be part of the setup.
In my opinion, if a client attempts to overpay they should be provided with a prompt that asks them to confirm the amount and verify if the over payment is intended to be applied as a tip. If they confirm that the extra payment amount is a tip then the invoice should automatically be updated.
Excellent suggestions!
Those suggestions are work-arounds in the same way that torturing someone to death instead of instantly executing them is a kindness because it lets them live longer!!
does Quickbooks actually have software engineers? ive seen no evidence of it. I think they contracted their service to be built to a third party and they've been coasting ever since.
Add tips to Invoices! Add credit card charges to invoices! if you want to suggest that we should call every single customer and solicit the payment type, explain the different charges, ask if they want to tip, and then add all that to an invoice, then you should pay a rep to call every single one of your customers every month and ask those same questions. how much would that cost? A lot of time and money? awkward for your poor rep who has to solicit money? exactly why no one wants to do this.
Side note: I payed a lot of money for the Projects function, Why in the World can't you show me how much ive previously invoiced for when i'm putting a progress billing invoice together? don't make me go back to my spreadsheets.
This is not a work around. I reject your false reality.
Clients do have the option to adjust the "Payment Amount" when they pay an invoice online from an emailed invoice. It's not obvious, but at least if someone asks you how to include a tip you can let them know that they are welcome to add that to the total paid.
You will need to make an adjustment in your QuickBooks to account for that.
Hope that helps for now, until that feature is added!
I'm a black car driver and am now using Square instead of QuickBooks to e-mail a client an invoice that also doubles as their booking confirmation. Unlike QuickBooks invoicing, when a client decides to pay the invoice online ahead of their pick up, with Square invoicing, a client can enter any dollar amount they choose in order to prepay a tip. Otherwise, when I use the Square reader to take a credit card payment for a previously e-mailed invoice either when I pick them up or drop them off, the client can tap a 15%, 20% or 25% tip button <or> enter any dollar amount they choose for the tip.
Although the Square Bluetooth reader works much better than the QuickBooks Bluetooth reader, the downside to this Square workaround is that unlike QuickBooks, I can't modify a Square invoice once it's been sent. I discovered this after a client prepaid a Square invoice and forgot to enter a tip amount. With QuickBooks, I could have just added another line with the specific tip amount to the already paid invoice and either resend it so she can pay online <or> take her credit card payment to collect that remaining unpaid balance when I pick her up.
She also needed to change the date of her return trip by one day - I booked both her ride to and from the airport on a single single invoice - so the only way for her final receipt to show the correct dates of service would be to refund her initial invoice and generate a new invoice so that her receipt looks neat and tidy for expense reporting purposes.
From searching PayPal's user forums, it appears that PayPal invoicing has the same limitation as Square in that I couldn't modify a PalPal invoice once it's been e-mailed or paid.
QuickBooks: No tipping option for e-mailed invoices whether paid online or at POS, but I can modify an invoice after it's been sent or paid.
Square: Tipping option for e-mailed invoices whether paid online or at POS, and UPDATE: a Square invoice can now be modified after it is sent (but not after it's been paid).
Nothing is easy.
Has this been figured out yet? I recently signed up with quickbooks to manage a courier service and we often get one-job clients who would like to tip us but with a card or online. Two years and it appears invoices still don't have an option for tipping except if you input it yourself... I don't understand how quickbooks can accept card payment from their own customers but can't upload tips from ours? Please let me know if anything has been done Quickbooks as I am not seeing the option on the invoices... thanks.
Hi there, candlestick courier.
As of now, the option to add tips is available when creating a sales receipt. For invoices, you can add a separate service item. From there, the system creates a tip automatically once the Tips feature is turned on.
Afterward, you're good to associate an account to the tip item. Here's how:
Another way to track the tip is by adding it when depositing the invoice payment. From the Add funds to this deposit section, you can enter the tip info.
I'm also including this article for more info about recording tips/gratuities in QBO: Share tips with your team.
Don't hesitate to post again if you have other concerns. Keep safe!
Hello Candlestick courier, Did that solution work for you ? Thanks
Again, QuickBooks EMPLOYEES give it a rest and please just STOP with this "workaround" nonsense and instead simply acknowledge that this feature isn't available and that this is simply NOT a priority. The fact that this SIMPLE feature that your users have been begging for FOR YEARS is still COMPLETELY MISSING is a SERIOUS DEFECT of the QB Online platform.
After reading this thread, I’ve decided to leave QuickBooks. How about some transparency guys? Clearly there is a reason you are not adding this feature that everyone seems to want. Spill the beans, what is it? Every other provider offers this, why not you?
Well, they have sort of started allowing business owners to use the tipping function. By sort of I mean it's there, but with so many problems. Right now I can send an invoice and have the tip function turned on. BUT it only let's my client tip 5%, 10% or 15%. As a food based business people are used to (and want to) to tip 20%. In order to do that you need to put a dollar amount in. AND THEN quickbooks limits the dollar amount. WTF QB? Seriously, I have been asking for this function for 5 years! Also, when my clients do use the tip function the invoices doesn't not get marked as paid in the back end. So we still have to go in and manually add the gratuity and mark it paid. GET IT TOGETHER QB!!!! Listen to what your customers are saying and step into the 21st century.
After 5+ YEARS of your customers begging for this feature, QB FINALLY added the ability for customers to add a tip when paying an e-mailed invoice,
HOWEVER
your first pass at implementing this feature is TERRIBLE.
The percent menu needs to be configurable LIKE IT IS ON THE GO PAYMENT point of sale app, but if that's too challenging for your low skilled developers, at least change the currently unconfigurable fixed tipping menu from
5% 10% 15%
to
10% 15% 20%
and let the cheapskate person who only wants to tip 5% do the math rather than customers who normally tip 20% or more (like most of my clients).
Secondly, the "Other" option contains only a blank with no $ descriptor, so that should be changed to "Custom Amount" with a $ descriptor in front of the data entry blank.
Hopefully it won't take another five years for QB to improve this very unimpressive initial implemention of such a basic and rudimentary feature.
YES! @KevWorks99 you said it even better than I did!
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