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 they cancel prepaid services and tell you to keep their payment as a tip instead of refunding it or applying it to future services. In either case, this will result in an open payment that you can apply to the invoice as a tip.
Note: You can read more about open payments here: Understanding Open Payments And Credits In Time To Pet
To apply the open payment as a tip, first, open the invoice you want to apply the tip to and click the "Add Tip" or "Edit Tip" button at the bottom of the edit invoice screen.
Note: If the invoice you're trying to add a tip to already has a tip that has been disbursed to staff, you will not be able to add the tip to this invoice. You will first need to undo the tip disbursement OR create a blank invoice to add the tip to. See How To Undo A Disbursed Tip and Creating A Blank Invoice To Add Custom Line Items And/Or Tips (No Events)
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 click "Save Tip".
Next, click the "Add Payment" button at the bottom of the edit invoice screen.
You'll be given the option to apply the open payment:
On the next screen, you can add an optional description to the payment and then click "Save Changes" to apply the open payment to the invoice.
The client's open payment has now been applied as a tip to their invoice.
Note: For more information on tipping and disbursing tips, see our help article on Tipping In Time To Pet.