Tipping Improvements
planned
Adam Smith
Tipping mostly works well today, especially with automatic tips flowing into invoices. This is focused on tightening up edge cases and making behavior more consistent.
What We're Trying to Improve
Clearer tip attribution
- Tips should reliably tie to the correct visit/sitter
- Reduce cases where tips land on the wrong invoice
Better alignment between tips and payments
- Make it more obvious when a tip is:
- saved for later vs
- actually paid
- Reduce confusion across different entry points
More consistent client experience
- Move toward a single, simple way to tip
- System handles whether it's:
- paid now (tip-only), or
- added to a future invoice
Handle pre-pay vs post-pay businesses cleanly
- Support both models without clients needing to understand the difference
- Ensure tipping behavior feels predictable in both cases
Safer payroll behavior
- Avoid paying out tips that haven't actually been collected
- Reduce need for manual corrections
Reduce admin overhead
- Fewer cases where tips need to be manually reassigned or adjusted
- Clearer visibility into where tips are applied
Guiding Idea
Keep the flexibility that exists today, but make tipping:
- more predictable
- easier to understand
- and more tightly aligned with actual payments
Log In
Lauren - 0606 Heath
Tip Distribution Across Pay Periods
We need clearer boundaries around how tip adjustments are handled once a pay period has been finalized and tips have already been paid out.
Some client service periods span multiple pay periods. For example, services and tips associated with Pay Period A may already be finalized and paid to employees. During Pay Period B, the client may add additional services or increase their tip. Currently, those changes can affect the tip distribution associated with the previously completed pay period.
Ideally, once a pay period has been finalized and paid, the tip distribution for that period should be locked. Any new services, additional tips, or tip adjustments made afterward should apply only to the current or future pay period and should not recalculate or otherwise impact tips that have already been paid.
Desired outcome: Changes made in Precise during a current pay period should not alter tip distributions from previously finalized/paid pay periods.
Adam Smith
Merged in a post:
Tip Updates
Becky O'Neil
Have the system send tips to payroll only after a visit is paid for by the client. Do not allow the client to modify tips already in payroll.
Adam Smith
Merged in a post:
Improve Automatic Tip Percentage Entry & Validation
Joette White
Hello Team,
I'd like to submit a feature request regarding the "Automatically Tip (each requested service)" setting. First, let me say I LOVE that this can be set one time and the client can forget it!!!
We have identified what appears to be a common user confusion issue with percentage entry.
Current Experience
Clients can:
Enter a value.
Select either Percent or Dollar Amount.
Because users are first entering a number and then selecting the tip type, many naturally assume:
20 = $20
0.20 = 20%
As a result, clients may enter 0.20 when they intend to leave a 20% tip.
We recently discovered this on a client account and had to manually correct the setting from 0.20 to 20. The audit history confirms the client originally entered 0.20.
The current help text does not clearly explain the required format, and there is no warning when a likely incorrect value is entered.
Suggested Improvements
Option 1 (Preferred): Validation Warning
When "Percent" is selected and a user enters a value between 0 and 1, display a warning such as:
"Did you mean 20 instead of 0.20? Percentage values should be entered as whole numbers."
The user could then confirm or correct the value before saving.
Option 2: Automatic Conversion
When "Percent" is selected:
0.20 automatically becomes 20
0.15 automatically becomes 15
0.25 automatically becomes 25
This would prevent accidental under-tipping and align with how many users naturally enter percentages.
Option 3: Improve Field Instructions
Current text:
"This allows you to set a fixed percent or dollar amount to each visit automatically, if desired. Set it once and done. You can also add a tip when you require service, if you prefer."
Suggested text:
"When selecting Percent, enter a whole-number percentage (Example: 20 for a 20% tip). Do not enter decimals such as 0.20. When selecting Dollar Amount, enter the dollar amount you would like added to each visit."
Or:
"Examples:
• Percent: Enter 20 for a 20% tip
• Dollar Amount: Enter 20 for a $20 tip
• Entering 0.20 with Percent selected will result in a 0.20% tip"
Why This Matters:
This is likely affecting more than one client because entering percentages as decimals is common behavior across many financial and software platforms.
Without validation or clearer guidance, clients may believe they are leaving a 20% tip when they are actually leaving 0.20%.
I have attached screenshots showing both the current interface and a real-world example where a client entered 0.20 and the value later had to be corrected manually.
Thank you for considering the enhancement.
Joette White
Adam Smith
Merged in a post:
Remove client's ability to change sitter tips that have already been paid out.
Becky O'Neil
When payroll has been processed, it should eliminate the client's ability to change or delete a paid out tip. These have been paid and we cannot take them back without a reason. The client should have to contact the admin team to change or delete a tip so that we can approve the change or not and then follow up with the sitter.
Nicole Gillis
Can this be done, please? I just had a client take back part of their tips, and they didn't even realize they did this, and it was deducted from the sitters. It was a past invoice, paid weeks ago, and part of the tips removed by client. By accident.
J
Julie Gonzalez
I just ran into this issue on the last payroll. All clients have an automatic tip of 20% added to their profiles. There are times that clients will not tip the amount on the invoice. I find this with clients who pay via Venmo or Zelle. Not an issue who pays via credit card via stripe. When a payment comes via Venmo or Zelle I manually add the payment along with the tip amount. When the invoice is closed out it’s showing the tip amount I added. However, it messed some tipping up and had to take away $80 worth of tips that were assumed to be “paid out.” This was before the client paid the invoice so once that tip was applied to the invoice it took away the difference from this sitter. There definitely needs to be a better way to have this from happening in the future.
Adam Smith
updated the status to
planned
Adam Smith
Merged in a post:
Auto Tips
J
Julie Gonzalez
All of our clients have au auto tip of 20% applied to their accounts. I have some clients who pay via:
Venmo
Zelle
Credit Cards
When a payment comes through Venmo or Zelle there are times where a client doesn’t pay the 20%, but pays a lower amount or nothing at all. When I run payroll the system assumes that this client paid the 20% tip and pays that tip out to the sitter. I have to manually add the payments that come in via Venmo and Zelle. I add the correct amount paid and tip that client wanted to pay. Why can this not reflect in the payroll when running it instead of the automatic 20% tip. This is frustrating as I had to deduct over $80 worth of tips paid out to a sitter this payroll. I added the 20% to all clients as to encourage tipping and it has. How can I work around this to not have to deduct any further tips?
Adam Smith
Merged in a post:
Ability for New Client Accounts to Default to a Preset Tip Percentage Amount
Neil Novellas
We set up all of our new clients with a default tip percentage (which they can obviously increase, decrease or remove). Currently we have to manually input a tip percentage when we create the account. Can functionality be added whereby we can set a tip percentage or tip amount that is the "default" tip when each new account is established?
Adam Smith
Merged in a post:
Tip payments
J
Jan Brown
The tip section needs to be improved. If a client makes a “tip only” payment, and the invoice has already been paid, I then have to ask PPC to manually go in and manually apply the tip only payment to the correct invoice.
Overall the tip section is very confusing. Great when the tip is automatically applied to the invoice (when a client. has previously indicated to tip a certain percentage of the visit in their profile), otherwise it is very problematic and frustrating.
It would also help if we had a clear and detailed video of how and when to use the tip distribution tool for us, with clear examples of when and why we need to use the tip distribution tool.
thank you!
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