How to Configure and Accept Tips on Invoices

With Stack, you can now easily accept tips on your invoices, providing a seamless way for your customers to show appreciation for your services.

What’s New?

Stack introduces a feature that allows you to configure and accept tips on invoices. This feature supports various invoice types, including:

One-time invoices
Recurring invoices
Invoices generated from workflows
Documents and contracts

Tip Configuration Options

Percentage-Based Tips: Set a percentage of the total invoice amount as a tip option.
Custom Amounts: Allow customers to choose a tip amount that suits them.

You can configure tips at both a global level and on individual invoices. Additionally, if needed, you can refund the entire invoice amount, including any tips received.

How to Enable Tips

Navigate to Settings within the Invoices section.
Click on Payment Settings.
Select Invoice Tips.
Enable the feature and save your changes.

Creating Invoices with Tips

Go to the Invoices tab.
Choose to create a new invoice or a new recurring invoice.
Click on the three dots at the top and select Manage Tips.
Choose the percentage options you want to offer.

Now you’re ready to start sending invoices and accepting tips from your customers!

Why Use This Feature?

This feature is particularly beneficial for service-based businesses, allowing you to collect tips on top of your invoice amounts. It’s a great way to reward your top performers and enhance customer satisfaction.

Future Enhancements

CSV Export: View tip amounts in transaction reports.
User Tagging: Assign tips to specific team members.

With these features, Stack aims to streamline your invoicing process and enhance your business operations.