How Can Customers Leave a Tip?

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 reminder set up in their Customer Profile > Contact Notifications

• The feature Customer: Leave Tip must be on under Company > Settings > General > Features

• If an invoice has already been created, the feature  Customer: Leave Tip after Job Invoiced or Payroll Closed 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.

For more information about tips on scorecards, check out this guide!

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

To allow customers to leave a tip after the job is invoiced or payroll is closed, you will need to turn on the Customer: Leave Tip after Job Invoiced or Payroll Closed feature. This can be found under Company > Settings > General > Features.

If a tip is added after an invoice has been created, a ticket will open so that you can make sure the invoice has been charged. The tip will automatically apply to the invoice, and you can hit charge the payment method. Additional pays will automatically be created.

If a customer leaves a tip through a portal, they will not be able to submit the tip until they pay the invoice. If a tip is left on a scorecard, it will automatically appear on the invoice, but will still need to be charged for.

Tips After Job is Invoiced, Payroll is Open, and Feature is OFF

If you do have the Customer: Leave Tip after Job Invoiced or Payroll Closed feature turned off, payroll has not been closed for that job date, and a customer would like to leave a tip, you can follow the steps below. They will not be able to leave a tip on a scorecard if the job is invoiced and the feature is off. They can still leave a tip on the invoice through the Customer Portal.

• Go to the Customer Profile

• Once on the client page, the last invoice is on the first page in the bottom right corner, and click on View Invoice . You can also go to the QuickBooks tab to find the invoice.

  
  You can add a tip to the invoice. Enter the tip amount, then click Add Tip. The page will refresh, and in that same spot, it will now have the option to charge the card on file for the remaining balance (the tip amount).  

When Payroll is Closed, and the Feature is OFF

If a customer would like to add a tip after payroll is closed but does not use the Customer Portal, you will need to open QuickBooks, locate the invoice, and add the tip as a separate line item. You can return to the invoice in MaidCentral and charge the payment method on file. If you do not see the charge button, you can charge their card via your credit card processor directly.  

Finally, you'll want to add the tip to the technician(s) who cleaned that home via the Additional Pay Report located under Company > Invoicing and Payroll > Additional Pay.

Need Help?

If you have questions or would like further assistance, our team is ready to help.
📧 Contact us here, or leave us feedback below.