How to Add a Tip Manually

If a customer wants to leave a tip after the job but does not use the text link, you can manually add the tip to the completed job and either charge their card on file or generate a tip invoice.

Step 1. Open the completed job

• Go to the customer

• Open the completed job

• Click Job File

• Confirm the job date matches

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Step 2. Add the tip

• Click Add Tip

• Enter the total tip amount

• Click Continue

• Split the tip between technicians if prompted

• Confirm and apply

Once applied, the tip cannot be added again.

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Step 3. Go to the Payments page

• Navigate to Payments

• Locate the job

• Confirm original payment method (card, check, etc.)

If card is on file:

• Charge the tip directly

If no card is on file or customer prefers invoice:

• Click Generate Tip Invoice

• Finalize and send to customer

The process is the same as generating a regular cleaning invoice.

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Step 5. Confirm payment is recorded

• Verify the tip shows on the job

• Confirm invoice status updates to Paid once processed

• Ensure tip reflects in payroll for technicians