How to individually add tips to invoices in ClinicSense

  • You can add a "Tip" line item to any invoice, manually
  • Square Terminals will automatically offer tip options
  • Check the relevant section of this article for more details about each process

Contents


Video guide


Manually adding tips to invoices

  1. From the Calendar, select the appointment
  2. Click Invoice, then Add Item
  3. Under Description, type Tip
  4. Under Quantity, type 1
  5. Under Unit Price, type the tip amount
  6. Select any Taxes, then click Save in the bottom right corner

Adding tips via Square Terminal

  1. From the Calendar, select the appointment
  2. Click Invoice, then Add Payment
  3. Under How is the client paying?, select Charge card using Square
  4. Under How would you like to process the Square payment?, select Send payment to Square Terminal
  5. Check the Prompt customer for tip? box, then click Pay $(...)

When using the this Square Terminal "Smart Tip" feature:

  • Prompting the client for a tip is always optional
  • For less than $10: No Tip, $1, $2 and $3 options will be available
  • For $10 or more: No Tip, 15%, 20% or 25% options will be available
  • The tip will be automatically added to the ClinicSense invoice

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