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.



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