Change the Allocation of a Tip

Modified on Mon, 17 Oct 2022 at 06:56 PM

By default, tips are allocated pro-rata between the sitters assigned to the services of the Service Order containing the Tip. You have the ability to change how the tip is allocated to each sitter.

Note: Tip allocation is based on the client charge, not number of services. For example, if a Service Order has a $100 overnight service and a $20 walk, the tip allocation would be 5x more for the overnight sitter instead of split 50/50 to correlate to the relative amount of work per service.

How Do I Change the Allocation of a Tip?

Navigation: There are 3 options to access an Invoice:

Invoicing > Unpaid Invoices > Click on an invoice number

Invoicing > Invoices > Click on an invoice number

Clients > Orders > Invoice

To edit Tip Allocation, click "Tip" from the sub menu on an invoice.
You will see the tip allocation between the sitters who were assigned on the order and a note, if one was added by the client in the invoice details.
To re-allocate the tip, edit the "Amount" field.
You can change the sitter name to allocate a tip to someone else.
You can add another sitter by clicking "Add Row" and choosing a sitter from the drop down.
The final total of all sitter tips must equal the total tip amount.
When you are finished, click "Submit."

The Tip Report will then reflect your changes. See Understanding The Tips Report for further details.

Note: Tip allocation can be changed anytime after a service is invoiced and paid. However, you SHOULD NOT edit tip allocation after your staff is paid, as it alters your historic Compensation and Tip Reports.