How to Create a Tip Invoice

This explains how to generate and send an invoice specifically for a tip when the customer’s card isn’t on file or auto-charge isn’t enabled.

Step 1: Access the Job

• Open the job for which the tip needs to be invoiced.

Step 2: Generate Tip Invoice

• Click Generate Tip Invoice at the bottom of the job page.

• Click Continue to proceed.

Step 3: Enter Tip Details

• Enter the tip amount (e.g., $40).

• Ensure no taxes are applied since this is a tip.

• Add any notes if necessary, such as “Tip for today’s cleaning.”

Step 4: Finalize and Send

• Click Save and Continue to finalize the invoice.

• The system will mark the invoice as Invoice Sent.

Step 5: Customer Payment

• The customer can now view the invoice and pay their tip.

• Once paid, the payment will be processed like a standard invoice.

---

Notes: Common Mistakes to Avoid

• ⚠️ Not checking auto-charge or card on file — if no payment method exists, the tip must be invoiced.

• ⚠️ Forgetting to add notes — helpful for tracking which tip corresponds to which job.

• ⚠️ Applying taxes — tips should not have tax applied.