Accept tips from clients
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Updated Aug 7, 2023

Give the option to accept tips or gratuities from your clients.

Accept tips

To accept tips, go to Settings >> Payments and invoices and turn the toggle to Yes. The tip section won’t appear until after you’ve connected a payment processor to Dubsado.

If you don't see Settings >> Payments and invoices, click Settings >> Receive Money instead. Scroll down to the Gratuity section and check the Accept Gratuity From Clients box.

Create tip categories

Under Settings >> Payments and invoices, click New category to categorize tips for bookkeeping purposes.

If you don't see Settings >> Payments and invoices, click Settings >> Receive Money instead and scroll down to the Gratuity section. Under Name, write out your tip category, then select a Type.

The preset Type options are Sales, Services, or Non-operating. These options can’t be edited, added, or deleted.

Client view

When the client goes to pay the invoice, they’ll see the option to add a tip.

screenshot of what clients see to tip

Override tips for individual projects

Tipping can be turned on or off for specific projects, but not for different invoices within the same project.

  1. Go to Projects and select the specific project.

  2. Click the Invoices tab.

  3. Select Invoice Options.

  4. Under Payment Options, select Override.

  5. Uncheck the Gratuity option.

  6. Click Save.

screenshot of how to override tips for specific projects


Can clients leave a tip while on autopay?

If you set autopay to Required, clients can't leave a tip. To allow tips, please set autopay as Optional or Disabled.

Can clients that aren’t being invoiced leave a tip?

No. There isn’t an option for clients to tip outside of an invoice.

Is there a way to collect a tip from an invoice that’s already paid?

Clients can’t leave a tip once the invoice is already paid in full. Tips can only be collected when making a payment.

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