MaidCentral Tip Options

Tips - There are multiple ways for customers to tip your cleaning professionals. This article will outline the multiple ways to add and manage tips!

Scorecards

Customers can tip their cleaning technicians directly from automated scorecards as long as a few conditions are met!

• Customers’ Billing Terms Must be Set to Credit Card

• Customers must have the "Scorecard Notification"

• The feature “Customer: Leave Tip” must be on

• If an invoice has already been created, the feature “Customer: Leave Tip after Job Invoiced” must be on

Once all the above conditions are met, the "Send Tip to Cleaners" option will appear on the customer’s scorecard.

Please note that the percentage tip option will only appear if the feature “Customer Portal: Show Percentage Tip Options” is enabled; otherwise, only the field to enter an amount will be visible.

Customer Portal

Customers can tip cleaners directly from invoices, inside their customer portal, as long as a few conditions are met.

• Customers’ Billing Terms Must be Set to Credit Card

• Invoice must be created

Your customer can tip on their portal by viewing the invoice under the billing tab on their customer portal.

Once all the above conditions are met, on the invoice, there will be the option to add a tip.

Please note: The percentage tip option will only appear if the Customer Portal: Show Percentage Tip Options feature is enabled; otherwise, only the field to enter an amount will be visible. This feature can be enabled by going to Company > Settings > General > Features > Customer Portal: Show Percentage Tip Options.

Recurring

Some Customers prefer to set up recurring tips so that they know the cleaner is getting their tip, and they aren't having to manually do anything, like adding it through scorecards or their customer portal. MaidCentral allows this with minimal to no restrictions.

Please note: If a customer is set up with the Batch Invoice Billing Terms and ALSO has a Recurring Tip set up, you will have to manually add the Tips as Additional Pay for each date/job that was part of that Batch of Invoices.

A Recurring Tip is set up from inside the Customer profile by selecting the pencil icon on the customer profile.

Tips After Invoice is Created

If a tip is added after an invoice has been created, a ticket will be created letting you know, and the tip will need to be charged directly from the customer’s invoice. You can then charge the tip from the invoice.

Tips After Invoice is Created AND payroll is closed

If a tip is added after an invoice has been created and payroll has been closed, a ticket will be created letting you know. Because payroll has been closed, the add ti’ option will not appear on the invoice. You will need to go into QuickBooks Online, and add the tip as a line item on the existing invoice. Once you have added the line item to the invoice in QuickBooks Online, you can then open the invoice in MaidCentral, and charge the tip.

Please note: You will also need to create the additional pay for any technicians the tip is intended for. With payroll being closed, the additional pay will not automatically populate.

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