How Does a Client Add a Tip if I Use Stripe?

Modified on Mon, 17 Oct, 2022 at 7:03 PM

Tips can be added to orders by clients or administrators and then processed in two ways.

1. Using Stripe.

2. Using a Service Item called "Tip" or "Gratuity."

If you have configured your database to accept payments via Stripe, the default setting is to allow "Tip Processing" from the Client Portal.

Note: Your clients will be able to leave a tip on their invoice BEFORE you take payments on your outstanding invoices, provided that you are using Stripe as your payment method.

What is the process for Adding a Tip in the Portal?

Navigation: Admin > Settings > Client Portal Settings > General Settings

Step 1

To allow clients to add a tip, switch the toggle to ON.
To prevent clients from adding a tip, switch the toggle to OFF.
Click "Update."

Add a tip with a charge card in your pet sitter software

Step 2

Navigation: Click the link "Client Portal" from any Client's account

In the Client Portal, your clients select this button to "Add Tip."

Viewing client account summary in your cat sitting software

Step 3

After selecting "Add Tip", they will have the Tip Tool where they can add a percent or amount.

adding a tip with a credit card for you dog sitter company

Step 4

After adding the tip, the Amount Due will update.
When the pay the invoice, the entire amount will be charged to their payment card.

Using Stripe to add a tip for you client in your cat sitting software

Step 5

The Invoice will be updated to include the tip.

Step 6

The Tips Report will reflect the tip amount to be paid to the appropriate staff.