Tip Distribution Tool
complete
Adam Smith
You can now see and edit the tip distribution on invoices in one place. To use the tool click on the $ in the Tip column on the Invoices page. From there you can use the "Edit Tip Distribution" button and quickly change how the tip is distributed between visits.
Note: The Total Visits Tip $ is not expected to match the Total Paid Tip $ until the invoice has been paid in full. Once paid in full if those numbers don't match it may mean that a manual change has been made (which can be fixed using this tool).
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Canny AI
Merged in a post:
Tip Disbursement Details on Client Side
T
Tom Henaghan
For the most part, the tip disbursement system in precise works flawlessly. My only complaint is that it should give client's more detail on who the tips are going to. If they put in a tip-only payment, and click on an invoice to attach it to, the system should show them what the breakdown would be for that tip and allow them to edit it if they wish.
For example,
- vacation client travels for 8 days, Mon-Sun and the following Mon is just a single morning appointment.
- Sitter 1 does all visits for Mon-Sun, and those visits end up on the first invoice.
- Sitter 2 does the final visit Mon morning, which goes on a separate invoice the following week.
- Client adds a tip onto the last invoice, and 100% of that tip is given to the sitter that did 1 visit.
I think this is really only an issue for when clients are adding tips manually, auto tips are always correctly distributed. Not sure what the best way to implement this would be but think it would be better if there was more transparency and control on the client side for where their tips are being disbursed.
Adam Smith
complete
Adam Smith
in progress