Overview
Connectly now provides a new feature that allows business users to accept tips on their invoices from the customers.
What’s New?
- Business users now have the capability to configure and accept tips on invoices generated from the system.
- End users have the option to pay a percentage on the total amount, as per the configuration by the business user, or choose any custom amount.
- The scope of this feature covers all invoices, including one-time invoices, recurring invoices, invoices from workflows, documents, contracts, and more.
- Users now have the ability to configure tips at a global level as well as per individual invoice levels.
- This feature also provides the ability to refund the full amount of the invoice, including tips if necessary.
How to Use it?
- Navigate to Settings within Invoices, click on Payment Settings, select Invoice Tips, enable and save. That’s it!
- Go to the Invoices tab.
- Select either create new invoice or create new recurring invoice.
- Click on the three dots at the top and select Manage Tips.
- Choose the percentage options you wish to include and start sending and accepting tips.
Why this feature?
This feature has been introduced to enable service businesses to collect tips on top of their invoice amounts, which can be disbursed to their top performers.
What’s Next on Tips?
- Tracking tip amounts in transactions with a CSV view option.
- A feature to tag a specific tip to a specific user.