Tips Overview
Employees may claim tips on an open ticket. Two types of tips exist:
Direct Tip: a tip given directly to the employee. The tip amount does not appear on the client's receipt. The tip amount is reported in payroll for reference but is not included in the payroll total.
Withheld Tip: the tip is withheld until the tip is settled. A withheld tip may be settled at the end of the employee's shift by giving them cash from the drawer, or they can be held and settled by running payroll. Withheld tips appear on the client's receipt and in your totals reports. Withheld tips and settled tips should be equal by the time payroll is calculated.
Adding and Settling Tips from the Cloud Website
Adding Tips
An employee may claim a direct or withheld tip on an open ticket.
Add or edit a ticket.
Select Check Out.
Proceed to step 3 Payment Details.
You must then click Add Tips above Close Ticket
*If the customer is paying with a credit card through our integrated credit card processing, they will be prompted to input the tip on their end which will be automatically withheld.*
Select whether the tip is Withheld or Settled.
Direct: cash is given directly to the employee
Withheld: tip payment is made with some tender other than cash, and the employee receives no direct tip from the client
Enter the tip amount.
You can change the employee here, or add multiple tips for multiple employees.
Click Add.
Now that the tip is added to the total amount, you may check the customer out.
Settling tips
If a tip is withheld, it is not given to the employee until the tip is settled. It is a good idea to settle tips when the tip money is given to the employee. You can do this by settling the tips one at a time, settling all tips at once, or when you run payroll.
Settling and Unsettling Tips Manually
Click on More and then Tips.
At the top of this page, you can select all employees or you can single one out. You can view unsettled, or settled tips. You can also search for a specific client.
You can click the box at the top left to select all tips, or individually click the boxes next to the ones you want to settle.
Once you have the tips selected, you will click Settle at the top right of the screen.
You will then see a screen to confirm saying Settle All Tips?
This screen will show you the employees who are receiving the tips as well as the total amount you are settling for each employee.
Click Settle All to compete.
If you need to settle one employee’s tips only, select that employee in the drop-down and follow the steps above.
You can also perform the steps above to Unsettle the tips.
Adding and Settling Tips from the Mobile App
Add or edit a ticket.
Select Check Out.
The checkout window will appear showing three steps.
Select Add Tip under Step 3.
Select Tip Amount and choose the amount the client would like to tip.
Select the employee to receive the tip if it is different from the provider.
Select whether the tip is Withheld or Settled.
If more than one employee performed services on the ticket, repeat Steps 4-7.
Click Save at the top right to save the tip.
Accept the customer’s payment and close the ticket.
Settling Tips
If a tip is withheld, it is not given to the employee until the tip is settled. It is a good idea to settle tips when the tip money is given to the employee. You can do this by settling the tips one at a time or settling all tips at once.
Settling an Individual Tip
Select More.
Select Tips.
Change the Date Range, Tip Type, and Employee(s) as needed.
Select the tip you wish to settle.
Select Settle Tip Now.
Select Settle to finish.
Settling All Tips for an Individual Employee
Select More.
Select Tips.
Press the Settlement button in the top right.
Select the employee you wish to settle all tips for.
Press Yes.
