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Tips Overview
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

Employees may claim tips on an open ticket. Two types of tips exist:

  1. Direct Tip: a tip given directly to the employee. The tip amount does not appear on the client's receipt. The tip amount is reported in payroll for reference, but is not included in the payroll total. However, payroll taxes for the tip amount are calculated and applied to payroll.

  2. Withheld Tip: the tip is withheld until the tip is settled. A withheld tip may be settled at the end of the employee's shift by giving them cash from the drawer, or they can be held and settled by running payroll. Withheld tips appear on the client's receipt and in your totals reports. Withheld tips and settled tips should be equal by the time payroll is calculated. Payroll taxes are applied to withheld tips.


Adding and Settling Tips from the Cloud Website

Adding Tips
An employee may claim a direct or withheld tip on an open ticket.

  1. Add or edit a ticket.

  2. Select Close Out.

  3. The Payment & Tips window will appear.

  4. Under Employee Tips, select the employee that is to receive the tip.

  5. Select whether the tip is Withheld or Settled.

    • Direct: cash is given directly to the employee/li>

    • Withheld: tip payment is made with some tender other than cash, and the employee receives no direct tip from the client

  6. Enter the tip amount.

  7. Click Add.

  8. If more than one employee performed services on the ticket, repeat Steps 4-7.

  9. Close the ticket as normal to record the sale.

Settling tips​
If a tip is withheld, it is not given to the employee until the tip is settled. It is a good idea to settle tips when the tip money is given to the employee. You can do this by settling the tips one at a time or settling all tips at once. All tips can be viewed by going to Employees, then click on the Icon along the left side with the arrow pointing down and the select Tip Details.

Settling an Individual Tip

  1. Click the Employees button.

  2. Along the left side,click on the silhouette icon with the arrow pointing down and the select Tip Details.

  3. Change the Date Range, Tip Type and Employee(s) as needed and select Search.

  4. Double click on the tip you wish to settle.

  5. Adjust the Date Claimed if needed.

  6. Select Settle Tip Now.

  7. Select Settle Tip to finish.

​Settling All Tips for an Individual Employee

  1. Click on the Employees button.

  2. Along the left side,click on the silhouette icon with the arrow pointing down and the select Tip Settlement.

  3. Double click on the employee you wish to settle tips all tips for.

  4. Select Settle Tip.

  5. Repeat Steps 3 and 4 for each employee you wish to settle all tips for.


Adding and Settling Tips from the Mobile App

Adding Tips
An employee may claim a direct or withheld tip on an open ticket.

  1. Add or edit a ticket.

  2. Select Check Out Now.

  3. The Payment & Tips window will appear.

  4. Select Add Tip.

  5. Enter the amount for the tip

  6. Select the employee to receive the tip

  7. Select whether the tip is Withheld or Settled.

    • Direct: cash is given directly to the employee/li>

    • Withheld: tip payment is made with some tender other than cash, and the employee receives no direct tip from the client

  8. If more than one employee performed services on the ticket, repeat Steps 4-7.

  9. Close the ticket as normal to record the sale.

Settling tips​
If a tip is withheld, it is not given to the employee until the tip is settled. It is a good idea to settle tips when the tip money is given to the employee. You can do this by settling the tips one at a time or settling all tips at once. All tips can be viewed by going to More, then click on Tips.

Settling an Individual Tip

  1. Select More.

  2. Select Tips.

  3. Change the Date Range, Tip Type and Employee(s) as needed.

  4. Select the tip you wish to settle.

  5. Select Settle Tip Now.

  6. Select Settle to finish.

​Settling All Tips for an Individual Employee

  1. Select More.

  2. Select Tips.

  3. Press the icon in the top right that is 3 dots stacked on top of each other.

  4. Select the employee you wish to settle all tips for.

  5. Press Yes.

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