Tipping In Time To Pet

Time To Pet has built-in support for tipping. Tips can be added to any invoice, paid or unpaid, from both the admin dashboard and by your clients from the Mobile App or Client Portal. You can then decide how those tips are disbursed to staff members and include them on staff pay stubs.

Automatic Tips

You can add an Automatic Tip to any individual client, and that tip will automatically be applied to any future invoices that are generated.

1. Navigate to the client profile.

2. Go to the Services/Invoices tab.

3. Click the Edit button underneath "Auto Tip

4. Fill out the automatic tip amount to be applied, then click the Save button.

Any invoices created after saving this Auto Tip will have the designated tip amount automatically applied.

Adding A Tip To An Invoice

Tips can easily be added to any invoice.

1. Locate the invoice you want to add a tip to and click the Edit link.

   

   
   

2. Click the “Add Tip” button at the bottom of the invoice: 

   

   
   

3. A new window will appear, allowing you to set any tip amount: 

   

4. After setting the tip amount desired, click the “Save Tip” button.

Enabling And Disabling Tipping

To allow clients to add a tip from the Mobile App or Client Portal, you must first allow them to do so from Settings > Client Settings > Portal Settings under the "Invoicing" section:

Adding A Tip As A Client

Clients can add tips to any open or paid invoice that doesn't already have a tip that has been disbursed to staff.

Adding A Tip To Open Invoices

From the Client Portal within the Invoices section, they'll click "Make A Payment":

Then, they can click the "Add Tip" button next to the invoice:

On the Client App, after tapping Invoices > Make A Payment, they can add a tip to any open invoice:

Adding A Tip To Paid Invoices

Clients can also add tips to invoices that have already been paid. To do this, they can navigate to the Invoices section of their Client Portal and then click on the "Paid Invoices" tab. From there, they can click the "Add Tip" button next to the invoice:

Similarly, on the Client App, they will open the "Paid Invoices" tab and click to add a tip:

Tips For Cancelled Services

When services are cancelled on an invoice containing a tip, that tip will remain where it is on the invoice. To remove the tip from the invoice, you can do so manually by clicking the “Edit” icon next to the tip, changing the tip amount to $0.00, and saving your changes. If the invoice has already been paid, the tip will be moved to the client’s open payment balance, which you can then apply to another invoice.

If you would like to refund the tip after removing it from a client’s invoice, you can do so by navigating to the client’s Balance Sheet, finding the tip payment in the list of payments, clicking “Edit” on the payment containing the tip, and then clicking “Refund Payment” in the bottom left corner of the Edit Payment screen.

Editing & Removing Existing Tips

To edit or remove an existing tip, open the Edit Invoice screen, then click the "Edit Tip" button in the lower left-hand corner:

Disbursing Tips To Staff

General Overview

Before disbursing tips to your staff members, it's important to read through the entire process to understand how tipping works in Time To Pet:

1. The client adds a tip to the invoice and pays for it.
2. That tip is then available to disburse to staff.
3. Disbursing the tip adds it to the designated staff member's tip balance, which can be equated to a "tip jar".
4. Tips will continue to accumulate in the staff member's tip balance/tip jar until it is emptied by being paid out on a pay stub.

It's important to note that once disbursed, tips are no longer tied to events or invoices, so regardless of which dates you enter when generating pay stubs, the staff member's entire tip balance will be added and paid out.

To disburse tips to staff:

1. Navigate to Staff > Pay Center > Tips tab.

   

2. All tips available for disbursement will be listed in the "Non-Disbursed Tips" section.  
3. Click the “Disburse” button for the tip you want to disburse.

4. A new window will appear with all staff members that are assigned to one or more visits on the invoice. Their allotment of the total tip will automatically be calculated based on their percentage of the entire revenue for the invoice. 

   

5. Each staff member’s amount can be manually adjusted, but the total cannot add up to more than the total tip available in the invoice.

   To add a staff member that was not part of the original invoice, select the staff member you want to add from the upper left-hand corner, then click the "Include Staff" button:

   

6. When ready, click “Save & Disburse”.

The Window will close, and the tips disbursed will be added to the designated staff member's tip balances. The tip will disappear from the “Non-Disbursed Tips” list and will move to the “Disbursed Tips” list.

Bulk Disbursing Tips

Instead of manually disbursing tips one by one, you can use the Bulk Disburse tool to disburse multiple tips at one time.

General Overview

Before disbursing tips to your staff members, it's important to read through the entire process to understand how tipping works in Time To Pet:

1. The client adds a tip to the invoice and pays for it.
2. That tip is then available to disburse to staff.
3. Disbursing the tip adds it to the designated staff member's tip balance, which can be equated to a "tip jar".
4. Tips will continue to accumulate in the staff member's tip balance/tip jar until it is emptied by being paid out on a pay stub.

It's important to note that once disbursed, tips are no longer tied to events or invoices, so regardless of which dates you enter when generating pay stubs, the staff member's entire tip balance will be added and paid out.

1. From Staff > Pay Center > Tips tab, click the Bulk Disburse button:

   

   
   

2. A new screen will open, listing all of the tips to be disbursed. Each tip is automatically distributed to the staff members assigned to events on the corresponding invoice according to the percentage of revenue each event accounted for from the entire invoice.

   In this screen, you can change the amount to disburse to each staff member, click the invoice number or Calendar links to view the invoices and service orders the tip came from, and you can skip disbursing any individual tip by checking the "Skip This Tip" option.

   

   You can also choose to filter all of your in-disbursed tips based on different criteria by clicking the dropdown menu where it says "Show All Tips" at the top of the screen.

   

   The filter options you have to choose between are as follows: Show All Tips, Invoices With Due Dates Between, Invoice With Date Between, Invoices With First Event Between, Invoices With Last Event Between, and Payment Received Between. This will allow you to more easily navigate through your un-disbursed tips and only disburse the tips that you intend to, especially if doing so in preparation for generating pay stubs.

3. Once you're ready to disburse, select the "Disburse Tips" button.

   

   
   

4. A new window will open, asking you to confirm:

   

   
   
5. After confirming, you'll see a progress screen while the tips are being disbursed.

How To Undo A Disbursed Tip 

You can undo a tip disbursement from Staff > Pay Center > Tips tab in the "Disbursed Tips" section. Click "Show" next to the disbursement you want to undo:

Then, click "Undo Tip Disbursement":

Viewing Staff Tip Balance And History

To see a history of tips you've disbursed to a staff member, as well as what their current tip balance is (tips that have not yet been paid out on a pay stub), navigate to the staff member's profile and click on the Tip Balance tag:

A new screen will open with a history of tip disbursements with a link to the client invoice it came from, as well as a log of when tips are "paid out" on a pay stub:

Paying Tips To Staff

Once a tip has been disbursed, it is added to the staff member's tip balance, where it will stay until it is "paid out" on a pay stub. Tips are not tied to specific events once disbursed, so the next time you generate a pay stub, the staff member's entire tip balance will be added to the pay stub, regardless of the pay period you enter.

You can edit how much of the tip balance to pay out by editing the pay stub before finalizing it. To edit the pay stub, click "Edit" on the staff member you want to edit the tip for:

Then, edit the tip amount:

Be sure to save your changes!

Viewing Tips As Staff

Once tips have been disbursed to a staff member, the staff member will be able to view the amount they received and the client who sent it. They can view this information in the web Dashboard from My Pay > Tips:

Or in the Time To Pet Staff App from the Side Menu > My Pay > Tips.

FAQs

Q: Can clients add tips to invoices after they have been paid?

Yes! See the Adding A Tip To A Paid Invoice section above for those steps.

Q: If there has been a tip on an invoice, is the client able to add another tip?

As long as the tip hasn't been disbursed already, the client can add another tip by going to the Invoices section of their portal/app, clicking "Make A Payment" and then clicking "Add Tip." 

Q: How does a client leave a tip that's not attached to a specific invoice?

You can create a new, blank invoice with just a tip added to it, then allow the client to pay for that invoice. See Creating A Blank Invoice To Add Custom Line Items And/Or Tips (No Events) for more information.

Q: Are clients enrolled in automatic charging able to tip?

Yes, tipping is absolutely an option with Automatic Charging. You can actually add an Auto Tip to the client's account if they'd like one automatically added, or they can go in any time and add a tip to an invoice, even after it's been paid. See Automatic Tips and Adding A Tip To A Paid Invoice for more information.

Q: Is the auto-tip feature retroactive?

Auto tips will be added only to invoices created after you enable the Auto Tip. Pre-existing invoices will not be affected.

Q: Can a tip from cancelled services be applied to future invoices?

When services are cancelled, the tip will remain on the invoice. You can manually remove the tip from the invoice by clicking the "Edit" icon next to the tip, changing it to $0, and saving. That will move it to the client's open payment balance, which you can then apply to another invoice.

Q: Why are tips accumulating for my staff/users?

After tips have been disbursed, they stay in the tip balance until they are paid out on a pay stub; in other words, as tips are disbursed, they will accumulate in the user's tip balance until a pay stub is generated where the tips are paid out. See Paying Tips To Staff for more info.

Q: What happens to a tip when a pay stub/invoice is deleted?

Any tips that were "paid out" on the pay stub will return to the user's Tip Balance when the pay stub is deleted. Deleting pay stubs returns everything to how it was before it was generated.

Q: Do client tips get paid directly to the staff member, and where does the money from the tip actually go? 

Time To Pet does not pay your staff/users directly. The process of disbursing tips and "paying them out" on a pay stub are simply tools that will help you calculate what to pay your staff outside of Time To Pet via your payroll processor or another preferred method.

That said, as soon as a client has paid a tip, that money is paid out to the payout account saved in Time To Pet, along with all other client payments.