Optional Tips On Invoices

August 15, 20241 min read

When you send an invoice for a service provided, your customer has the option to include a tip directly within the invoice, making it convenient for them to show their gratitude and for you to receive extra revenue.

Optional Tips On Invoices: The Invoice Tips feature allows you to add and manage tips within their invoices, enhancing customer service and increasing potential revenue for businesses.

⭐️ Why Does It Matter To Your Business?

  • Increased Revenue: Your business can now receive additional income through customer tips.

  • Enhanced Customer Experience: When you create invoices, customers have the option to add a tip, reflecting their appreciation for your service.

  • Streamlined Process: Tips can be easily managed and tracked within the CRM, simplifying financial management.

⭐️ How To Use Optional Tips On Invoices:

  1. Access the “Payments” tab from the left navigation menu. Click on Invoices from the upper navigation menu and click on Settings icon.

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  1. Click on Payments Settings and Turn ON the “Allow Tip Payments” toggle and set the tipping value. Hit the save button once done.

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  1. Click on invoices from the upper navigation menu and click on “+New > New Invoice/New Recurring Template”.

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  1. At the top Click on Three dots > Manage Tips.

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  1. Choose the percentage options you want -> Voila start sending and accepting tips.

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The Optional Tips On Invoices feature enhances the CRM by providing an easy and efficient way for customers to add tips, benefiting your business with increased revenue and improved customer satisfaction.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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