Adding a Tip to an Invoice

You can enable and add a tip when an invoice is being paid. The tip may be assigned to the Practitioner.

Adding Tips to an Invoice

1. Click on the invoice (eg, INV-03).
2. Click on Pay.
3. Click on Add Tip.
4. Assign a Practitioner.
5. You can select the preset default tip percentages of 10%, 15%, or 20%
6. Click Add Payment Method.
7. Choose a Payment Method.
8. Click Pay.

Important Note: Instead of utilizing the preset tip percentages, you can customize these amounts under Tips within your Billing Section under your Clinic Settings.

Adding a Tip After an Invoice is Paid

1. Click on the invoice (eg, INV-03).
2. Click on Edit.
3. Click on Pay.
4. Add a Tip. You can select the preset default tip percentages of 10%, 15%, or 20% or put a dollar amount.
5. Click Add Payment Method.
6. Choose a Payment Method.
7. Click Pay.