Best Practices For Applying An Open Payment As A Tip

Sometimes clients will overpay on an invoice intending the extra amount to be kept as a tip, or cancel prepaid services and tell you to keep their payment as a tip instead of refunding it or applying it to future services. This amount will result in an open payment that can then be applied to the invoice as a tip. You can read more about open payments here: Understanding Open Payments And Credits In Time To Pet

To apply this open payment as a tip, first open the invoice you want to apply the tip to, click the "Add Tip" or "Edit Tip" button at the bottom of the edit invoice screen.

Client invoice with an arrow pointing to the "Add Tip" button

Enter the amount of the open payment as the tip amount, or if there is already a tip on the invoice, add the amount of the open payment to the existing tip amount and save the tip.

Invoice Tip pop up window with option to edit tip amount

Next click the "Add Payment" button at the bottom of the edit invoice screen.

Client invoice with an arrow pointing to the "Add Payment" button

Click the "Apply Open Payment" button in the window that pops up.ApImage of Apply Existing Payment pop up window with an arrow pointing to the "Apply Open Payment" button

On the next screen, you can optionally add a description to the payment and then click "Save Changes" to apply the open payment to the invoice.

Image of "Apply Payments To Invoice" pop up window with option to edit the amount to apply to the invoice and an arrow pointing to the Save Changes button

The client's open payment has now been applied as a tip to their invoice. For more information on tipping and disbursing tips, see our help article on Tipping In Time To Pet.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us