Let your clients add tips or gratuities when they pay an invoice in Dubsado.
Turn on tipping for your workspace
Tipping is a workspace setting, so turning it on makes the option available across every project that uses your workspace payment defaults. Tips are collected through your connected payment processor when a client pays an invoice.
Navigate to Invoicing ➔ Payment settings, or go to Settings ➔ Payments.
Find the Accept tips from clients at checkout card.
Toggle the switch to Yes.
Once tipping is on, a Default category for tips? dropdown appears. Choose how you want to categorize tips for bookkeeping:
Select an existing income category from the dropdown.
To create a new category, click New tip category at the top of the dropdown, enter a name, and save.
Tip categories use your workspace's income categories. Any category you create here also appears in your income category list elsewhere in Dubsado.
FAQ
Can clients leave a tip while on autopay?
If autopay is set to Required, clients can't leave a tip because the invoice is set to automatic payments. To allow tips, set autopay to Optional or Disabled.
Can a client tip without an invoice?
Clients can only leave a tip when paying an invoice. If you want to collect a tip, create an invoice first.
Can a client tip on an invoice that's already fully paid?
Once an invoice is completely paid, it closes and no longer accepts tips. Advise your clients to leave a tip when they make a payment on the original invoice.
Where do tips show up after a client pays?
Paid tips appear as a line item on the invoice. Tip line items are non-taxable and non-discountable, so they stay separate from the rest of your invoice totals.