Turning gratuity on or off

How to allow your clients the option to add a tip to their payments

Updated over a week ago

For those extra-generous clients who want to add a tip on top of their payment, HoneyBook has just the thing. When sending a smart file with an invoice, you have the option to allow gratuity as part of your payment options.

πŸ“£ Note

Gratuity is not currently an option on recurring invoices.

To turn gratuity on or off:

Before you get started: Make sure you're working on a smart file with an invoice.

Need to create an invoice? Here's how.

1. From within the smart file you've created, either:

  • Navigate to the invoice page, then click the outline of the invoice block to open the settings sidebar > Set payment options.

OR

  • Navigate to the payment page, then click the outline of the payment block to open the payment settings.

2. Toggle Client can leave a tip ON or OFF.

3. Select whether the gratuity option will be on for all payments, or just the last payment.

Now, when your clients are submitting a payment, they'll be able to add a tip to their payment by selecting a percentage, or they can enter a customized dollar amount.
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FAQ

How can I have my clients tip only on the last payment?

Want your clients to have the option to add gratuity only on the last payment? When you're setting up your clients' payment options, select the gratuity for last payment option. Here's how.

How can my client leave a tip after the event / after all payments are made?

In HoneyBook, clients are able to add gratuity only when submitting a payment already in the payment schedule.

If your client has already made all payments but now wants to tip, you can:

  • Edit the existing invoice and add a new payment (for example: $1), on which the client can add their tip

  • Send a new invoice with a payment (for example: $1), on which the client add their tip

What's the client experience with gratuity?

When your clients are submitting a payment and you've enabled gratuity for the file, they'll be able to add a tip to their payment. They can choose "No thanks," select a percentage of the payment, or enter a customized dollar amount.

Can I change the tip percentage options?

At the moment, the default gratuity percentages are preset and cannot be adjusted. Clients can leave a custom dollar amount by selecting the "Custom" tip option.


Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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