Skip to main content
Share Feedback gettimely.com

How to manage tips in Timely (workaround)

  • Updated

This article is for:

Build
Elevate
Innovate

 

In this guide, you will learn how to manage tips in Timely, if you do not have a TimelyPay/T2P terminal. If you do, please see one of the following help guides for further information: How to set up tipping on your terminal via the Timely iOS app or How to set up tipping on your terminal via the web.
 

Tipping is a common practice in particular regions, such as the United States. However, at the moment if you do not have a TimelyPay/T2P terminal there is not a purpose-built solution for managing client tips. We do however, have a suggested workaround available using our products feature. 

 

 

How to manage tips in Timely

We have a suggested work around for managing your tips in Timely, which is to create a product that can then be applied to invoices/sales and tracked via your reporting. There are three steps you need to complete in order to do this, with sub-steps nested in each of them. Follow these in order to ensure you are setting this workaround up correctly.
 

Important note: this will treat tips as sales income and will require you to manually calculate the tip amount (if based on a percentage), which we understand isn't best practice. However, this approach will allow you report on tips given to individual staff.

 

 

Step One: How to create a product for tips

Our recommended approach is to create a product labelled Tip that you can apply to a client's invoice.

1 Head to setup > products from the main menu.

 

2 Click the add product option in the top right corner. Then give this a name and SKU/Handle that makes it easily identifiable.

 

3 Leave the cost price and price blank - the amount can be entered when the tip is added to the invoice. Set the tax for this product to not applicable.

 

4 Scroll down to the stock control section, and make sure the product is set to unlimited across all of your locations.

 

5 Then click save to create the product. If you'd like to make viewing the total value of tips for all staff even easier, you can create a separate tip product for each staff member.

 

 

Step Two: How to add a tip (product) to an invoice

1 Raise an invoice as you would normally, then click the product tab to add a product line to the invoice and select your product labeled Tip.

 

2 Enter the tip amount, and assign the staff member who's receiving the tip in the staff selection.

 

3 The invoice total will be updated. Then you can click checkout to continue to the payment screen.

 

 

Step Three: How to track tips using the sales reports

You'll likely want to track the amount of tips that a specific staff member has been received. For this to be accurately recorded, you will need to make sure that the correct staff member is assigned on the invoice, you can see the steps above for how to do this. To track tips using the sales reports:

 

1 Head to the reports tab, and select the product sales report from the list.

 

2 Enter the date range you're wanting to report on.

 

3 If you've created a tip for each staff member, you can use the all staff option. Otherwise, select which staff member you'd like to report on and click view.

 

4 The Tip product(s) will be listed separately, with the total number and value of tips applied.

Related articles