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 setting.
Toggle the switch on.
Once tipping is on, an Income 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 Category name, choose an Income type, then click Create.
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?
With autopay set to Required, clients can't add a tip when paying a scheduled installment (anything less than the full amount due). To offer tipping on those payments, 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 paid in full, it no longer accepts payments, so it can't take a tip. 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.