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.
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.
Next click the "Add Payment" button at the bottom of the edit invoice screen.
Click the "Apply Open Payment" button in the window that pops up.
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.
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.