Cash, Check or 'Other':
any overage on a payment will be recorded in Urable as a tip
for example:
total due on job is $500
customer pays $550 in cash
enter $550 on the "Custom" line in "Payment Amount"
the $50 overage will automatically be recorded as a tip in Urable
Credit Card - Stripe or Square:
set up tipping preferences in Preferences > Payment
Card Reader (UrPay PAX A77; Square Terminal; Stripe BBPOS WisePOS E)
In App (use when you want tipping to come up within Urable itself)
None if you do not take tips on any of your jobs
Percentages (can set up as many pre-selected percents as you'd like. NOTE: this is may be limited on the card readers)
TIPPING WITH AN 'IN SHOP' PAYMENT
once a payment is taken (ADD > Payment)
make sure payment amount is correct
scroll down and click UrPay, Stripe or Square
tap/insert/swipe or payment form
enter card information and click "Pay Now"
tipping screen will then appear
at this point you would turn over your device or card reader to the customer to fill in the tipping information
the tipping percentages you set up will appear for selection as well as a "Custom" option
TIPPING WHEN SENDING A PAYABLE INVOICE
once a payment is taken (ADD > Payment)
make sure payment amount is correct
scroll down and click UrPay, Stripe or Square
click on "Send Payable Invoice"
send the invoice via SMS or email
a confirmation prompt will come up asking if you want to include tipping (see screenshot below)
upon receipt of invoice, customer will enter payment information and click "Pay Now"
tipping screen will then appear
customer can select the tipping amount
customer will be prompted for signature
NOTE:
there are two (2) places tips are recorded for your employees in Urable:
Employees/Resources > employee name > Earnings > Tips
Analytics > Employees/Resources > Employee > Tip
there are three (3) places tips are recorded for your business in Urable:
Analytics > Jobs Completed (bottom of page)
"Jobs" export ("Tips" column)
"Payments" export ("Tips" column)
a signature line will only come up with Urpay, Stripe or Square if tipping is enabled
the tipping option will not come up if the customer pays with Apple Pay
Apple Pay does not allow the amount to be altered once a payment is initiated
Tips will be split evenly between any employee that is assigned to a job
**If your business splits tips evenly across your entire staff, then you can look at the tip totals under Analytics > Jobs Completed (and even enter a date range) and just divide that by the number of employees!