Adding a Tip to an Invoice

Enable the option to add tips when processing an invoice. Tips can be assigned to a specific Practitioner.

Adding Tips to an Invoice

1. Click on the invoice (e.g., INV-03).
2. Click on Pay.
3. Click on Add Tip.
4. Assign a Practitioner.
5. Select the preset default tip percentages of 10%, 15%, or 20%.
6. Click Add Payment Method.
7. Choose a Payment Method.
8. Click Pay.

Important Note: Instead of utilizing the preset tip percentages, you can customize these amounts under Tips within your Billing Section under your Clinic Settings.

Adding a Tip After an Invoice is Paid

1. Click on the invoice (e.g., INV-03).
2. Click on Edit.
3. Click on Pay.
4. Add a Tip. You can select the preset default tip percentages of 10%, 15%, or 20% or input a dollar amount.
5. Click Add Payment Method.
6. Choose a Payment Method.
7. Click Pay.