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Enable invoice tips

Turn on gratuities, set your suggested percentages, and see where tips appear once a customer pays.

tips gratuity invoices payments settings brand
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Tipping lets a customer add a gratuity when they pay an invoice online. It’s on by default, so there’s usually nothing to switch on — but this is where you confirm it’s enabled, choose the suggested percentages customers see, and learn where the gratuity shows up afterward.

Before you start: sign in with an account that can manage settings (an operator/employer account). Tips ride your online payment link, so your Stripe account must be connected under Settings > Integrations — customers only see the tip option on invoices they can pay online.

  1. 1

    Open Brand & Docs settings

    Select Settings in the left navigation, then open the Brand & Docs tab. This is where your logo, brand colors, document text, and tip settings live.

    The Brand & Docs settings page.

    The Brand & Docs settings page.

  2. 2

    Find the Tip / Gratuity Settings card

    Scroll to the Tip / Gratuity Settings card. Its description reads Let customers add a gratuity when they pay an invoice. On by default., and the Enable tips checkbox is ticked unless you’ve turned it off.

    The Tip / Gratuity Settings card with tips enabled.

    The Tip / Gratuity Settings card with tips enabled.

  3. 3

    Set your suggested percentages

    Under Suggested percentages, enter the tip percentages customers will see as one-tap buttons — the defaults are 15, 18, and 20. Each value must be a whole number between 1 and 100.

    Editing a suggested percentage.

    Editing a suggested percentage.

  4. 4

    Save your tip settings

    Select Save on the Tip / Gratuity Settings card. A green Tip settings saved message confirms the change, and your percentages stay set the next time the page loads.

    The saved confirmation.

    The saved confirmation.

  5. Turning tips off

    Clear the Enable tips checkbox and select Save to switch tipping off. Customers then see no tip option anywhere they pay — both the emailed invoice link and the customer portal hide it. Your suggested percentages stay saved on this card for whenever you turn tips back on.

    Tips switched off — the percentages remain saved.

    Tips switched off — the percentages remain saved.

  6. Choosing your percentages

    You can suggest fewer than three percentages — clear a box you don’t need and save. Whatever you set, customers always also get a Custom amount field and a No tip option, so you’re choosing the suggestions, not the only choices. Values outside 1–100 aren’t accepted.

  7. What your customer sees

    On their invoice, the customer picks one of your suggested percentages, types a custom amount, or chooses No tip, and watches the total update before paying. The full customer walkthrough is in add a tip to an invoice.

  8. The gratuity on the invoice

    Once a customer tips and pays, the invoice shows a Gratuity line — labeled with the tip as a percentage of the subtotal, e.g. Gratuity (18%) — and a tip-inclusive Total Quote Amount. Open any tipped invoice from Invoicing & Payments to see it.

    A paid invoice showing the Gratuity line and tip-inclusive total.

    A paid invoice showing the Gratuity line and tip-inclusive total.

  9. On the PDF and receipt

    Select Preview (or Actions > Download PDF) on the invoice and the Gratuity line and tip-inclusive Total appear on the branded document the customer receives, too.

    The invoice preview with the Gratuity line.

    The invoice preview with the Gratuity line.

  10. In your revenue totals

    Gratuities count toward your earnings: collected tips are folded into your Dashboard revenue and your job and customer revenue totals, so the figures reflect the money actually received, not just the pre-tip invoice amount.

  11. Tips are live

    Tipping is on, your suggested percentages are set, and customers can add a gratuity when they pay. Every tip shows on the invoice, on the PDF/receipt, and in your revenue totals.

  12. Tips & related

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