How to add tips to individual invoices

Learn how to manually add a tip line item to an invoice and how to use the Square Terminal's smart tipping feature.

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Manually adding a tip to invoices

  1. From the Calendar, select the appointment
  2. Click Invoice, then click Add Item
    Manually adding tips to invoices.png
  3. Add "Tip" as the description and add the tip amount
  4. Click Save in the bottom right corner
📱 Using the app?
  1. From the Calendar, tap on the appointment
  2. Tap Invoice, then tap +Add Item
    tap_add_item.png
  3. Add "Tip" as the description and add the tip amount
    tip_description.png
  4. Tap Add Item

Enabling Square Terminal tips

The Square Terminal includes tipping options that can be adjusted as preferred:

  1. Go to Setup > Payment settings
  2. Under the Payments tab, locate your Square Terminal integration:
  3. Enable collecting tips using the Square Terminal:
    1. Smart Tipping: Shows fixed dollar amounts under $10 and percentage options for more than $10
    2. Custom Tipping: Set three custom percentage tipping options
  4. Optionally allow clients to enter a custom tip amount

 


Adding tips via Square Terminal

  1. From the Calendar, select the appointment
  2. Click Invoice, then Add Payment
  3. Select Charge card using Square
  4. Select Send payment to Square Terminal
    Adding tips via Square Terminal.png
  5. Check the Prompt customer for tip box, then click Pay

Video guide


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